Naturally, the sale of your business will significantly impact your financial situation at the actual time of sale and during your retirement years.

All stakeholders agree that proper planning is crucial, be it investment, tax or estate planning. There is no point in rushing into things if your retirement dreams later turn into nightmares.

Maybe you already have a financial planner or other specialist (lawyer, notary, fund manager, etc.) to advise you, answer your questions and propose solutions tailored to your situation.

Different organizations, financial institutions among them, have also developed specific integrated services in this area, offered by multi- disciplinary teams made up of a variety of specialists: fund managers, tax specialists and legal advisers.

The co-operative business advisor can refer you to specialized resources to help you develop this plan.