You didn’t build your business by accident. It took long nights, sharp decisions, and a relentless belief in something bigger. Now, as you begin thinking about what’s next, the path forward can feel unclear—full of complexity, emotion, and unanswered questions.
At Deacon Wealth Management, we guide business owners through every stage of succession planning – bringing clarity, structure, and care to one of the most important transitions of your life. We don’t just help you exit—we help you exit on your terms.
Clarity through structure
A successful business succession plan isn’t improvised. It’s built methodically, deliberately, and with the right people at the table. At Deacon Wealth Management, we’re known for our unmatched advice and discipline to addressing your financial situation as we leverage the vast expertise of the IG Wealth organization.
We help you:
- Evaluate your options: family transition, internal succession, or third-party sale
- Understand shareholder agreements, corporate structure, and tax implications
- Coordinate with your accountant, lawyer, and other professionals to ensure every detail is aligned
Through it all, we ensure your plan reflects your priorities—not just what’s common or convenient.
Coordinated advice—not siloed opinions
One of the biggest frustrations for business owners is that many people work in silos. The lawyer says one thing, the accountant says another, and no one seems to be speaking the same language. At Deacon Wealth Management, we become the translator—and the connector.
We coordinate your full team of professionals, so nothing is missed and everything makes sense. No more middleman. No more repeating your story. Just clear communication and a shared focus on what matters most: protecting your wealth and honouring your legacy.
Your business is worth more than numbers
To us, your business isn’t just a balance sheet—it’s your life’s work. That’s why
our business succession planning goes far beyond financials. We dig into operations, explore ways to boost value before a sale, and help you prepare the business for the next chapter—whether that’s a third-party buyer, a loyal management team, or your own children.
We:
- Identify gaps that could reduce value in a future sale
- Strengthen systems and highlight growth potential
- Structure your business for tax-efficient exit
We don’t believe in leaving money—or opportunity—on the table.
Succession planning with heart
This isn’t just about strategy. It’s also about emotion. Whether you’re stepping away from a company you started in your garage or handing the keys to the next generation, there are tough conversations, shifting relationships, and deep personal meaning involved.
At Deacon Wealth Management, our values-first approach ensures you feel heard and supported through every decision. We create space for family discussions, bring calm to moments of uncertainty, and guide the transition with care.
It’s why clients often say, “I wish I’d reached out sooner.”
Tailored succession strategies that reflect your goals
There’s no one right way to exit a business. We help you explore the options and create a plan that fits.
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Family succession
We help preserve harmony by aligning expectations, building financial safeguards, and making sure every stakeholder knows what’s happening and why. Your family relationships don’t have to suffer from a business hand-off—they can be strengthened by it.
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Management buyout or third-party sale
Whether you’re selling to long-time employees or an outside buyer, we help negotiate terms, ensure legal protection, and maximize after-tax value. Your role in the business might end—but the impact of your work will continue.
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Tax-smart exit strategies
Business succession doesn’t have to come with a massive tax bill. We help you:
- Access the lifetime capital gains exemption
- Optimize share structure and holding companies
- Use income-splitting and insurance strategies to preserve wealth
With proactive planning, your exit can be efficient, profitable, and free of last-minute surprises.
A business exit strategy built for legacy
Succession isn’t an end—it’s the beginning of something new. For some, it’s retirement. For others it's philanthropy, mentorship, or starting something fresh. We help connect your business exit strategy to your broader financial plan—so what you’ve built continues to serve your life, long after you step away.
Whether that means funding scholarships, creating a charitable foundation, or passing assets down to your children, we ensure your business transition supports the impact you want to make.
What makes Deacon Wealth Management different?
At Deacon Wealth Management, we do more than create exit plans—we create peace of mind. Our proactive, hands-on approach means we’re always one step ahead. Our coordination with your legal and accounting professionals means fewer errors and better results. And our values-driven culture means every decision is guided by what’s right—not what’s easy. We’re in your corner, focused on getting the most from what you’ve built and protecting what matters most.