• Fact – Founding your business was the most important financial decision you ever made.

  • Fact – Preparing your business for succession or sale is the second most important.

  • Fact – Only 10% of business owners have a written business succession or sale plan.

Business Owners & Fickling Wealth Management

We have developed considerable expertise in advising business owners about their succession and sale strategy.

  • A company—particularly one that is family-owned—typically represents more than half of the value of its owner’s estate when the owner disposes of it.

  • As a business owner, the advantage of using the divestible assets held within a company to ensure a carefree retirement can be huge.

  • Huge in terms of wealth preservation, tax savings, family financial security, and personal peace of mind.

We can maximize your corporate assets, organize your company for sale to a third party, transfer it to a family member or members, or structure a management buy-out.

Farmers & Fickling Wealth Management

One of our key areas of competency is the work we do for the farming community in the London Region. Our growing group of farming clients looks to us for advice that goes beyond the challenges of agricultural production.

When necessary, we can bring in a network of RBC® partners and industry relationships to create solutions that are just right for your agricultural business today and for your long-term security tomorrow.

So whether your business is crops, livestock, dairy, or another farm sector, we have access to the financial services, agri-specialists and expertise to help you grow.

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