Succession Planning for Privately Owned Businesses

Succession planning for the privately owned business means preparing for the orderly transition of your enterprise when you are ready to step back, retire, or move on to your next adventure. The team at RBS understands the effort and capital you have invested to build a successful business and the protection you want to offer to your family as well as your business.

The Succession Planning roup creates effective, personalized, and tax-efficient plans using a wide range of legal tools including trusts, specialized corporate structures, tax deferred corporate reorganizations, and shareholder agreements. Whether you wish to retain control of your business or are planning an exit strategy by way of transfer to the next generation, your employees or a third party, RBS’ plans are designed to achieve your goals. Moreover, its plans typically have built-in flexibility, which enables you to respond to future changes in your business, tax status, personal need, and family relationships.

The Succession Planning Group takes the time to fully understand your circumstances, business, and desired end result. Its lawyers work closely with your investment, insurance, and tax advisors to preserve and support existing relationships. The lawyers at RBS are tax savvy, as they have completed the In-Depth Tax Course or Family Enterprise Advisor program and others have backgrounds in business, real estate, or the sciences. Whatever your industry or family needs, the Succession Planning Group has  expertise or will reach out to its extensive network to ensure that it provides the comprehensive legal advice you deserve to achieve your business succession goals.


“Early phone conversations were very productive and laid the groundwork for a good understanding of my situation. The overall knowledge and understanding of business law and business relationships as they pertained to my situation were crucial in obtaining a favourable outcome. David Harvey and other associates at RBS were very attentive and responsive to my needs. Timely responses and great guidance were provided. I was completely satisfied with the level of service and favourable outcome. Thank you RBS.”Randy Brown,
Apex Scaffold Ltd.

“I have been working with Jeff Lowe and RBS for approximately 15 years. I have always found the firm to be responsive, knowledgeable and expedient. For this particular transaction, Silvana was outstanding at getting the deal done. She was very reliable, and cared deeply about the results. Keep up the great work gang! If I ever need to sell another company, I would not hesitate to call on RBS.” Erle Dardick
Monkey Media

I was extremely impressed with the work done by Sze-Mei. She is not only fast, but she also has a way of finding the right information and important points that need attention, and foresees any potential issues ahead of time.“Joel Sacks
Freestyle Networks Inc.
British Columbia

“RBS will go the extra mile to ensure its clients are taken care of. I highly recommend them, especially if you are in the dental industry.”Dr. Jessey Minhas
Family Dental Care Group of Clinics
British Columbia

Joe Chan was instrumental to the success of Plata’s completion of the transaction with Fresnillo pl in Mexico. His experience and expert knowledge of the TSXV approval requirements provided us very effective guidance in the application of the proposed transaction. Joe’s advice was always prompt and of excellent quality, from providing valuable comments on the translated Mexican agreement, to helping us with news releases, shareholder memorandums, etc. His guidance was so clear and effective that we “passed” all of TSXV’s requirements promptly. Joe is a great professional who cares about his clients! We greatly appreciate having had the opportunity to avail ourselves of his services.”Mike Clarke & Patricia Fong
Plata Latina Minerals Corporation