You’ve built something remarkable. Now comes the question that stops many business owners in their tracks: what’s next?
Whether you’re considering passing the business to your children, selling to a third-party buyer, or transitioning to key management, one thing is certain—business succession planning isn’t something to leave to chance. At Afshar & Machaalani Group Private Wealth Management, we help entrepreneurs, founders, and professionals across Alberta plan their business exit strategy with the same discipline and intentionality they used to build it.
Your business may be ready for a transition. But is your financial plan?
Private business sale or family transition—done right
No two businesses are the same. And no two succession plans should be either.
Some of our clients see the next generation as natural successors, eager to preserve the family story. Others lean toward a private business sale, unlocking liquidity and allowing their company to grow beyond what they could imagine alone. In many cases, the internal leadership team is the perfect fit—capable, motivated, and already trusted.
We help you evaluate your options clearly and confidently. From fair market valuations to shareholder agreements, we coordinate every aspect of the transition so you can focus on the bigger picture: securing your legacy and protecting your wealth.
Your business exit strategy, built around your life
At Afshar & Machaalani Group, we see your business as a story: A career’s worth of risk, grit, and perseverance. That’s why your business exit strategy needs to do more than just “work.” It needs to reflect your values, support your next chapter, and protect your family.
We guide you through the key decisions:
- When should you start the transition process?
- How will a sale or transfer affect your retirement and estate plan?
- What are the tax implications, and how can they be reduced?
- How do you protect harmony in a family business succession?
- What’s the best way to structure the deal—share sale or asset sale?
We bring structure to what can often feel like uncertainty.
Confidence through coordinated planning
Business succession often feels like standing in the middle of a boardroom with advisors speaking different languages—your accountant talking tax, your lawyer speaking legalese, your buyer pushing for terms you’re not sure about.
We translate. We coordinate. And we ensure your voice remains the priority.
As your financial planning partner, we bring together your entire team to create one cohesive plan. You get fewer surprises, fewer delays, and a transition that reflects your wishes.
Preparing for a private business sale? Maximize what you’ve built
Selling a business is one of the most significant financial events in an entrepreneur’s life. Our team helps ensure you walk away with maximum value and minimal tax drag. We assist in:
- Reviewing your corporate structure for tax efficiency
- Positioning your business for sale by identifying key value drivers
- Leveraging the Lifetime Capital Gains Exemption (LCGE), when available
- Planning your post-sale income and investment strategy
You deserve to be rewarded for the business you’ve spent years—sometimes decades—building. We make sure you are.
Family business succession planning that protects relationships
Handing over the reins to your children or relatives? We help navigate the emotional and financial complexities that come with family business succession. From clarifying expectations to preparing heirs for leadership, we support both generations—ensuring that wealth and values are transferred smoothly.
We also work to ensure your plan is fair, not just equal. Equal shares might not make sense if only one child is active in the business. That’s why we incorporate estate planning and insurance strategies to keep things balanced, thoughtful, and aligned with your vision.
Tax-smart transitions—because every dollar counts
A poorly planned succession can trigger a massive tax bill. We help you structure your transition with tax efficiency in mind, using tools like:
- Lifetime Capital Gains Exemption (LCGE)
- Income splitting with family members
- Corporate reorganization strategies
- Insurance-based tax planning
- Strategic trust use for asset protection and flexibility
Because your legacy deserves to stay intact.
This is just the beginning
Selling or transitioning your business doesn’t mean stepping away from success. It means stepping into a new kind of freedom—with the right financial plan supporting every step.
At Afshar & Machaalani Group Private Wealth Management, we help you exit and build what comes next. Whether that’s a charitable foundation, a retirement lifestyle with purpose, or a multigenerational wealth plan, we make sure your business success continues to serve your life.
