You’ve built your business with grit, sacrifice, and vision. Every decision, every risk, every late night—stacked into something you’re proud to call your own. But as you start thinking about what’s next, the biggest decision still lies ahead: what happens when you’re no longer at the helm?
At Freeman Group Private Wealth Management, we specialize in business succession strategies that make this next step feel clear, supported, and deeply personal. Whether you’re passing the business to your children, selling to a trusted manager, or negotiating with a third-party buyer, we’re here to make sure your transition is smooth, structured, and aligned with what matters most.
What sets Freeman Group apart
Most succession planning conversations are fragmented—your accountant handles one piece, your lawyer another, and your financial advisor might be catching up for the first time. At Freeman Group, we operate differently. We act as the quarterback of your transition, proactively coordinating all players—lawyers, accountants, lenders, and family members—to create a unified business exit strategy. With our hands-on, detail-driven approach, nothing is left to interpretation, and you’re never left wondering who’s steering the ship.
Succession planning built for real lives
This isn’t just a financial decision. It’s a deeply personal one. Business succession planning is where money meets meaning—family dynamics, staff loyalty, client relationships, and community roots all collide. We help you navigate this complexity with structure, empathy, and precision.
Our planning goes far beyond spreadsheets. We help you answer real questions:
- Should your children inherit the business—or are they better off with a financial legacy instead?
- Is your management team ready to take over—or will they need outside support?
- Can a third-party sale reflect the value you’ve built—and will it protect the people and reputation you care about?
These are not small considerations. We create space for them and help guide you to answers that feel right.
Clarity through coordination
Succession planning shouldn’t feel like herding cats. Yet, too often, business owners are caught in a loop of legal lingo, tax calculations, and conflicting opinions. Freeman Group brings everyone to the same table—and gets them speaking the same language.
We coordinate with your accountant and lawyer to ensure shareholder agreements, capital gains exemptions, insurance, and ownership structures all work together. The result? Fewer surprises. Fewer gaps. And a far more efficient transition.
Getting what your business deserves
Your business is worth more than the profit it posts. It holds value in your systems, your client loyalty, your reputation, and your brand. We help you recognize and capture that value—whether that means improving operational efficiency pre-sale, restructuring ownership, or refining your tax strategy to retain more of what you’ve earned.
We’ll help position your business for succession by:
- Reviewing and optimizing shareholder agreements
- Preparing financials and reporting to attract serious buyers
- Maximizing the Lifetime Capital Gains Exemption
- Reducing tax drag through structured exits and income-splitting
With Freeman Group, your business exit strategy is razor-sharp and grounded in real numbers—not guesswork.
Legacy beyond balance sheets
Business succession planning is about more than who signs the paycheques next. It’s about what your business stands for after you leave. We help you craft a plan that honours your story and sets the next chapter in motion—whether that means creating a scholarship fund, donating to your community, or preparing the next generation to lead with the same values that built your success.
Our clients aren’t just thinking about retirement—they’re thinking about legacy. And we’re here to make sure that legacy is protected, preserved, and prepared for the future.
InterVal
Understanding the real-time value of your business is key to building a successful exit strategy. That’s why we offer our business-owner clients access to InterVal—a powerful valuation platform provided through IG that helps track and monitor the worth of your company over time. Whether you’re years away from a sale or preparing to transition ownership now, InterVal supports smarter decision-making, enhances negotiations, and gives you a clearer picture of what your business is truly worth.