You didn’t build your business overnight. It took vision, persistence, and the courage to make tough decisions. Now, as you consider your next chapter, business succession planning is about preserving the legacy you’ve built, protecting your family, and unlocking the value you’ve earned.
At Kilgour Group Private Wealth Management, we help business owners in Sudbury and across Ontario design thoughtful, flexible, and highly customized succession strategies. Whether you’re preparing for a private business sale, passing the reins to your children, or executing a management buyout, we’re with you through every step.
We help you plan the transition and stay by your side long after it’s complete.
Strategic Guidance Through Complex Transitions
When it comes to business succession, each decision—from choosing a successor to tax optimization—can have lifelong implications. That’s why we approach succession as a full-picture process, combining technical precision with deep personal insight.
We coordinate with your accountant, lawyer, and other trusted professionals to deliver the kind of integrated, family office-style planning you’d expect from a private advisory team. This coordinated approach ensures your personal and corporate goals move forward together, with clarity and alignment.
Whether you’re navigating a business exit strategy or preparing for a generational handoff, we focus on making complexity feel manageable—and even meaningful.
Expertise in Private Business Sale and Exit Strategy
You only sell your business once. We help ensure you get it right.
From enhancing company valuation to identifying the right buyer and structuring a deal that reflects your goals, we support every stage of the private business sale process. Our team knows how to position a company to highlight its full potential, uncover tax efficiencies, and eliminate costly missteps.
Looking at a business exit strategy that involves family or employees? We’re equally skilled in navigating sensitive transitions that require more than financial modeling. We offer guidance grounded in fairness, empathy, and realism—so your exit strengthens the people and values you care about most.
We Actually Enjoy Complexity
Intergenerational wealth transfers. Lifetime capital gains exemptions. Corporate restructuring. Holding companies. We don’t just tolerate these challenges—we (secretly) love them. At Kilgour Group, complexity isn’t a burden—it’s a puzzle we’re eager to solve.
With over 15 years of experience, we bring the technical know-how and creativity to build solutions others might overlook. But what truly sets us apart is our ability to pair that expertise with compassion. We know our clients well—their families, their stories, their fears and ambitions. That’s why our advice always comes with context and care.
Giving Back Is Part of the Plan
Succession is about more than who takes over—it’s about what you leave behind. With an MFA-P designation and our own Kilgour Group charitable giving account, we help you build philanthropic plans that reflect your values. Whether it’s a foundation, scholarship, or donor-advised fund, we’ll guide you in giving with clarity and purpose.
Let’s Write the Next Chapter Together
At Kilgour Group, we believe a strong business succession strategy should honour the past, protect the present, and inspire the future. Whether you're considering a private business sale, preparing a business exit strategy, or simply starting the conversation, we’re here to help.
Let’s build a transition plan that reflects the full story of what you’ve built—and where it’s going next.