You’ve built your business with grit, foresight, and hard work. Now you’re preparing for what comes next. Whether you're passing the torch to family, selling to your management team, or exploring a third-party sale, business succession is a defining moment. At Thiessen & Associates Private Wealth Management, we help guide Central Alberta business owners through this transition with clear direction and practical strategy.
Clarity through business succession planning
Succession can feel overwhelming—financially, legally, emotionally. Our role is to bring order to that complexity. We work with you to build a business succession plan that preserves the value you’ve created and reflects your long-term goals. That includes evaluating business structure, aligning tax planning strategies, and coordinating with legal and accounting teams so everyone’s pulling in the same direction.
A personalized approach to exit planning
No two businesses—or business owners—are alike. Some want to keep the business in the family. Others are preparing for a private business sale. Many are looking for a business exit strategy that secures their future without disrupting employees or clients. We start by listening. Then we design a strategy that supports your unique vision, strengthens relationships, and protects the legacy you’ve built.
What business succession looks like with us
Clients come to Thiessen & Associates because they trust our experience and value our personal approach. We build strong, lasting relationships by staying closely involved, helping clients make sense of the steps ahead:
- Succession timing and tax optimization
- Lifetime capital gains exemption strategies
- Shareholder agreement review
- Intergenerational wealth transfer
- Coordination of private business sale negotiations
Value-driven transitions
Your business is more than a line on your balance sheet. It’s part of your identity. As you prepare for transition, we help make sure that value is reflected—financially and personally. That includes positioning your business for a clean and profitable sale, reducing tax exposure through smart planning, and maximizing available opportunities before the handoff.
Legacy, protected
Our clients often say we’re their first call when facing big decisions. That trust comes from years of close collaboration. As a Red Deer-based firm serving clients across Calgary, Edmonton, and communities like Olds, Rocky Mountain House, and Stettler, Thiessen & Associates is deeply local and highly responsive. Our commitment is to help you move forward with clarity and confidence, no matter which path your business takes.
