You’ve built this. Every late night, every deal that nearly slipped through your fingers, every bold leap—it’s all led here. Now, at the crossroads of continuity and change, the question looms: what comes next?
Do you pass the business to your children, tying its future to your family’s story? Does a third-party buyer take the helm, pushing your vision into new territory? Or does the management team—those who’ve been in the trenches with you—deserve their moment in the driver’s seat?
At McEachnie Matthews Group, business succession is about creating a transition that reflects your ambitions, secures your achievements, and positions your business—and you—for the next chapter.
Clarity in Chaos: The Structure You Need
Transitions are messy. Without a clear plan, they breed uncertainty, strain relationships, and, worst of all, compromise the value you’ve worked so hard to create.
That’s where we come in. As your Waterloo financial advisor and financial planner, we bring clarity to a chaotic time, mapping out strategies that ensure every pivot, adjustment, and outcome aligns with your goals. Shareholder agreements? Lifetime capital gains exemptions? We’ll tackle the technical details, so you can focus on the bigger picture: your legacy.
This isn’t guesswork—it’s confidence rooted in structure.
Cutting Through the Noise
Let’s face it: business succession planning can feel like juggling a dozen voices at once. Accountants, lawyers, advisors—all speaking different languages, each with their priorities.
At McEachnie Matthews Group, we act as the interpreter and coordinator, cutting through the noise and streamlining the process. Your voice—the one that truly matters—is central. We ensure your priorities remain at the forefront, translating them into actionable strategies that move everyone toward the same goal: a seamless, thoughtful transition.
Extracting Maximum Value for Your Business
Your business is more than a balance sheet, and when it’s time to step away, it should reflect every ounce of effort you’ve poured into it.
We start by diving deep into your operations, uncovering opportunities to boost profitability and eliminate inefficiencies. From there, we position your business to shine—highlighting its strengths, untapped potential, and unique market position to attract top-tier buyers or prepare the next generation for leadership.
Next, we layer in business succession strategies to cut tax waste, align agreements, and leverage every advantage possible. Whether it’s negotiations with a strategic buyer or preparing a loyal management team for ownership, our approach is razor-sharp, relentless, and focused entirely on maximizing your hard-earned value.
Your Business, Beyond the Numbers
At McEachnie Matthews Group Private Wealth Management, your Waterloo financial advisor and financial planner, we help you honour what matters most.
Want to fund a scholarship program in your name? Create an endowment that shapes your community? Lay the groundwork for future ventures that inspire the next generation? We help ensure your story lives on—one decision, one impact at a time.
Business Succession Strategies That Work
Every business is different, and every transition demands its unique blueprint. We help you navigate tough decisions with a suite of strategies designed for clarity and impact:
Family Business Succession
Keep it in the family while preserving harmony. From managing expectations to protecting relationships, we create plans that set everyone up for success.
Selling to Management or Third Parties
Whether it’s a loyal team ready to step up or a buyer bringing unprecedented growth opportunities, we ensure the process is calculated, strategic, and airtight.
Maximizing Tax Advantages
Taxes don’t have to eat into your legacy. We employ capital gains exemptions, income-splitting, and other strategies to keep more of your wealth in your hands, where it belongs.
Exclusive Relationships That Prioritize You
We don’t work with everyone, and that’s intentional. By focusing exclusively on high-net-worth individuals and business owners, we ensure every client gets the personal attention, expertise, and service they deserve.
This isn’t one-size-fits-all business succession planning. It’s deeply personal. Your goals, your values, and your future take centre stage.
Your Business, Your Legacy
This isn’t the end of your story—it’s a beginning. A chance to redefine your role, cement your legacy, and move forward with confidence. At McEachnie Matthews Group, we make sure your business transition is seamless, strategic, and as meaningful as the journey that brought you here.
Ready to take the next step? Let’s build a plan that reflects your values, protects your achievements, and creates opportunities for the future. Because your legacy deserves nothing less.