Note: The information between brackets describes the visual and audio content of the video that is not dialogue or narration.

[On-screen text: Plan today for a successful business transfer tomorrow.]

[On-screen text: Business transfer and valuation process]

Narrator: Have you started the process of transferring your business? Talk to our experts to find out about our guidance process for business transfers, exclusively at Desjardins.

[On-screen text: 52% of entrepreneurs have no succession plan.]

With thousands of successful business transfers to our credit, Desjardins experts offer guidance you can trust—at every step of the business transfer process.

[On-screen text: Seller and buyer
1. Assessment of current situation
2. Vision of the future
3. Business valuation
4. Transfer scenarios
5. Transfer plan
6. Financing
7. Continuity and retirement]

[On-screen text: Business transfer process and management:
Business valuation
Legal aspects
Tax rules
Financing
Accounting]

[On-screen text: Business transfer process and management:
Strategic plan
Succession
Financing
Continuity]

For example: Do you know when and how to start the transfer process?

[On-screen text: Business transfer process
Year 2
Year 3
Year 4
Year 5
Year 8
Year 10
Year 15]

Also, who will take over at the helm of your company? Family members? Key employees? Or are you thinking of selling it to outside buyers?

[On-screen text: Family
Key employees
Outside buyers]

Another important aspect of the transfer is assessing the value of your business.

[On-screen text: Business transfer process and management
Business valuation
Legal aspects
Tax rules
Financing
Accounting]

Why call on a professional chartered business valuator? Do you really know what your company is worth? What about the buyers? On what criteria will they base their offer?

Who will help you negotiate the sale price?

[On-screen text: Purchase and sale
Market value
Disagreement between shareholders
Financing
Internal transfer]

We'll be there to help you answer all these questions.

Plus, you can count on our guidance at every step of the way when transferring or buying a business, including choosing outside professionals, regardless of whether or not you're a Desjardins member.

To learn more about the Desjardins guidance process for business transfers, watch our 2 other videos today.

[On-screen text:
Legal aspects and tax rules
Financing and accounting]

[On-screen text: Desjardins Business. Cooperating in building the future.]