HARVEST | Your Transition & Succession Specialists

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HOW CAN WE HELP YOU WITH THE TRANSITION?

You have earned the opportunity to be rewarded in your golden years. Let the team at Davies & Associates work with you to ensure a smooth transition, maintaining and maximizing all the wealth and value you have built in your business.

  • We guide the family, management and business owner(s) through the change in mindset and leadership as well as the technical aspects of tax.
  • Our team will help you develop a succession plan that considers all your business, family and financial desires, so that you can exit the business the way you want to.

“I don’t know of any other accounting firm that provides this kind of guidance. It is special and I am thrilled with the results.”

Cathie MacLeod – Owner
Physiotherapy Kingston Inc.

“They have played a critical role in our business succession plan. This involved providing the corporate restructuring to facilitate the change of ownership and plan for tax liabilities, guidance on the preparation of wills, and facilitating family meetings to determine expectations and responsibilities during the transition period for our multi-generational family business.”

Terry Wills, President
Wills Transfer Limited

WHY DO YOU NEED A BUSINESS SUCCESSION PLAN?

You’ve worked very hard to build your business and now you’re considering the next step. Ensure that the value you have created is realized. Don’t leave that to chance.

  • Hire trusted, experienced advisors who can guide you through the process of building a plan for transition.
  • Put yourself in charge of what happens to your business, give yourself and those around you the peace of mind that you have a plan

43% of family firms do not have a succession plan and only 12% make it to a third generation*.

*Source: Family Business Survey 2016, National Bureau of Economic Research, Family Business Alliance

Business succession