Business transfer/succession planning

Are you planning a company transfer or your succession objectives? Mallette places the leaders of your business at the centre of the process to guarantee success and longevity. Our services can be applied to several aspects of company transfers.

 

Belley Sébastien_photo buste2
Sébastien Belley
B.A. M. Sc.

Boily Jocelyn_photo buste2
Jocelyn Boily
CPA, CA

Martin Dumoulin Couleur
Martin Dumoulin
Adm.A., B.A.A.

Moffet, Pascal Buste
Pascal Moffet
CBV, CF, CPA, CA
Partner Mallette L.L.P.

 

tableau

Human aspects

  • Express succession analysis
  • Skills analysis
  • Organizational structure review
  • Division of roles and responsibilities
  • Transition plan development
  • Mentoring and coaching
  • Staff recruitment

Financial aspects

  • Business valuation
  • Financial projections
  • Financing/grants
  • Due diligence
  • Financial performance

Strategic aspects

  • Market and product positioning
  • Corporate appraisal
  • Business and strategic planning
  • Performance indicators

Tax aspects

  • Tax planning
  • Succession planning
  • Corporate restructuring
  • Employee incentive plan
  • Personal financial planning
Print Friendly