Owner's Financial Planning
Survival Stage
Risk Management
Premature death
Will
Estate equalization
Disability
Critical illness
Retirement planning
Registered plans
Asset allocation
Non-registered saving plans
Other Savings Goals
Children's education
Home purchase
Tax minimization
Business Continuation Planning
Growth Stage
Key person protection
Buy-Sell agreement
Premature death
Retirement
Disability
Critical illness
Business Loan
Executive benefit-planning
Business Succession Planning
Growth Stage
Ownership transition
Sell
Liquidate
Retain in family
Successor training
Buy-sell agreement among successors
Management transition
Retirement income planning
Estate Planning
Maturity
Will planning
Estate equalization
Family law
Powers of attorney
Tax planning
Estate freeze
Share redemption
Liquidity
Retirement Income planning
Trust planning
Family trusts
Spousal trusts
“Self-settled” trusts
Philanthropy
Source: Business Succession Planning. A guide for Business Owners Sun Lift Financial, Canada.

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