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Succession Planning Templates
 Action Plan Progress Chart
 Succession Plan Framework
(Requires Word 97 or higher to view)

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What is a business succession or transition plan? Why should I have a succession plan? How do I develop a plan? Find answers to these and other important questions in this practical guide for small business owners.

At some point you will be leaving your business, whether you sell, transfer your business to others or simply close the doors. Having a succession plan will help ensure value to your business, optimize financial security (including capital gains and tax implications), enhance employee relationships and provide peace of mind knowing that your business legacy will align with your vision.

Succession Planning Templates
 Action Plan Progress Chart
 Succession Plan Framework
(Requires Word 97 or higher to view)

Free of charge for Alberta, NWT and Nunavut residents. This publication is one of a series on Human Resource Strategies for Employers.