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Succession Planning

Succession Planning: Navigating the Path to Success

Our Comprehensive Business Succession Planning

Business owners pour their heart and soul into building thriving enterprises but often overlook a critical aspect of their legacy: business succession planning. This vital strategy ensures the seamless transition of leadership and ownership when the time comes for the owner to step down, whether due to retirement, illness, or other circumstances.

Business succession planning is a meticulously crafted strategy that outlines the transfer of business control and assets to a chosen successor or the market. It’s a multifaceted approach that involves financial, legal, tax, and operational considerations. A well-executed succession plan secures the future of the business and safeguards the owner’s financial interests.

Our Process


This is where we get to know one another and determine if there is a mutually good fit. At Three60 Wealth, we believe in the importance of understanding your unique needs and goals. If there is alignment, we seamlessly transition into the Discovery phase of your business succession planning.


Our proprietary planning process begins by identifying your personal and business goals and objectives and understanding your current financial situation. We then create your Three60 Wealth Succession Plan, identifying your planning opportunities and developing a strategy to accomplish your business succession goals. Your tailored plan will address legal, tax, family, and financial aspects to minimize risk and maximize value.


Through our network of professionals, we quarterback the implementation of your business succession plan, ensuring all aspects of your plan have been considered and thoroughly executed. Our objective is to help you reach your goals efficiently and cost-effectively.

Creating a well-thought-out business succession plan requires tax planning, retirement planning, and estate planning considerations. Three60’s holistic approach to planning considers all the above, ensuring you leave a lasting legacy.

Why Choose Three60 Wealth for Business Succession Planning?

  • Independent and Unbiased: We are an independent firm focused on planning and not on product sales.
  • Expertise in Succession Planning: Our team brings a wealth of experience in business succession planning, offering insights to your unique situation.
  • Comprehensive Approach: We address legal, tax, family, and financial aspects to create a holistic succession plan that stands the test of time.
  • Local Expertise: As your Calgary-based succession planning advisors, we understand the local business landscape and tailor our strategies to the nuances of the market.
  • Professional Network: We have developed strategic alliances with top tax lawyers and other specialists to help us serve our clients.  Through these relationships we are well positioned to help our clients with their business succession needs.

Embark on the journey of securing your financial legacy with Three60 Wealth. Contact our estate planning experts in Calgary to schedule a consultation. Let’s build a robust estate plan that stands the test of time.


  • What is succession planning and why is it important?
  • When should I start my succession plan?
  • What strategies are available to me to exit my business?
  • What are the tax implications of a succession plan?
  • How do I identify and groom possible successors in my business?
  • Should I involve key employees in the succession process?
  • What is the best way to get my kids involved in my business?
  • How do I determine the value of my business?
  • Should I use a broker to sell my business?
  • What fees would a broker charge to sell my business?
  • What is the Lifetime Capital Gains Exemption and how can it help me?
  • Is a family trust the right fit for me?
Calgary Three60 Wealth Estate Planning

Contact usView your planning from a new perspective.

Don’t leave your business’s future to chance—partner with Three60 for your business succession planning. Call us at 403-640-4414 or fill out the form below to schedule an introduction meeting.

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