Business Succession
You built it. Blood, sweat, sleepless nights. Hustling when the odds weren’t in your favour, pivoting when plans fell apart, winning in ways no one saw coming. Now you stand at the precipice of the unknown. What’s next? Hand it to your kids? Sell to a buyer who sees what you see—a limitless expanse of opportunity? Or does your management team, the backbone of every milestone, take the reins?
At Jeff Somers & Associates, we don’t deal in cookie-cutter plans. We thrive in these periods of transition. Every decision, honed. Every possibility, scrutinized.
Rock Solid Succession Planning
At Jeff Somers & Associates, chaos doesn’t knock us off course; it’s where we thrive.
- Shareholder Agreements: Who gets what, when, and how? Sorted before you even ask.
- Lifetime Capital Gains Exemption: Taxes shrink; your take-home increases. Smart strategies, no shortcuts.
- Cash Flow Mapping: Balancing today’s needs with tomorrow’s goals, ensuring liquidity never turns into scarcity.
Cutting Through the Chaos
Do you like dealing with lawyers? Accountants? Investment advisors? Think of us as your personal CFO. We’re here to ensure every player works together, toward the same goal. We speak their language, untangle their wires, and align their efforts with what matters most: you. No back-and-forth ping-ponging between professionals. We bridge the gaps, so your focus stays where it belongs—on your vision, not their jargon.
Life Insurance: More Than a Safety Net
You’ve earned every penny. Our business succession planning ensures you don’t leave any behind.
- Boosting profitability by unearthing hidden efficiencies.
- Packaging your operation as irresistible, showcasing its strengths and unrealized potential.
- Slashing tax liabilities with surgical precision.
Whether it’s negotiating with an ambitious buyer or grooming the next generation for leadership, every move is sharp, calculated, and relentless in securing your value.
Numbers Are Just the Start
Businesses are built on heartbeats, not spreadsheets. Jeff Somers & Associates ensures your story, your values, your impact echo far beyond today. A scholarship bearing your name? An endowment funding dreams? A foundation springboarding the next wave of innovation? Whatever you envision, we’ll anchor it to reality.
The Blueprint for Succession
Who takes over? How does it play out? What’s next? Every question gets an answer—sharp, actionable, and grounded:
Family Transitions
Keep the peace, preserve the love, and set expectations that everyone understands.
Selling to Insiders or Outsiders
Loyal teams. Visionary buyers. Whoever steps up, we’ll ensure the transition is seamless, agreements bulletproof, and outcomes aligned with your goals.
Tax: The Silent Saboteur
Taxes lurk, ready to snatch what’s yours. We outthink them. From capital gains exemptions to income-splitting tactics, we keep your wealth where it belongs—with you.
We’re There When You Need Us
When you call, we answer. When you’re unsure, we clarify. When you need our help, we’re there at your supper table ready to listen.
Proactive isn’t a buzzword here; it’s the standard. Second opinions on estate documents? Done. Spotting hidden opportunities? Already in progress. Every detail, no matter how small, gets our full attention.
Your Future, Unleashed
Business succession planning is a chance to envision a new beginning. A chance to see what you’ve built grow in ways you’ve only dreamed. Your business. Your legacy. Your future—preserved, strengthened, unstoppable.
At Jeff Somers & Associates, we guide transitions and build foundations for everything that comes next. Ready to unlock your potential? Let’s begin today!