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Step 2 - Vision for the future

Creating a vision gives you a purpose, and a willingness to learn and clarify your needs. Your business transfer project will become clearer in your mind.

Objectives and actions

This step allows you to:

start thinking about how to transfer your business to ensure that your wishes are respected
determine your needs and incentives to stay motivated
clarify your expectations to avoid disappointments and misunderstandings while mitigating conflicts
define your personal objectives and take action to achieve them
define your business goals to be able to share them with buyers

The My needs and my goals tool will help you effectively carry out your project. The tool is a short planning guide that includes a series of statements covering various themes. Your answers will help our advisors better determine your needs and acquire an overall understanding of your expectations.