(403) 402-2679

Many practitioners consider that once they have sold their business, they can comfortably retire on the Sunshine Coast and live in leisure for the rest of their lives.

Although this could be true from a financial perspective, we recommend our clients to take a step back and plan well for their retirement. You should consider the following:

  • How and where to invest the sale proceeds? Do you plan buying your dream house by the lake or consider investing in the financial markets?
  • Have you updated your estate plan? As your life priorites change, your estate plan should be revised and updated accordingly.
  • After your successful sale, you may have to close your business accounts and wind up your company.

  • As professional accountants, we understand the life choices you are facing and we will work with you to achieve your objectives. Whether you need a financial advisor, lawyer, or real estate agent we are here to help you. We are treating our customers the way we would like to be treated by our business partners.

    For service inquiries or to book a confidential appointment, contact us.