You’ve built your business from the ground up—every decision, every risk, every late night led to what it is today. But now, a different challenge looms: what’s next? Whether you’re eyeing a private business sale, passing the torch to family, or preparing management for the next chapter, business succession demands more than good intentions. It requires structure, foresight, and deep personal clarity.

At Judd Bisson & Associates Private Wealth Management, we specialize in business succession planning that’s as personal as it is strategic. We don’t just help you exit—we help you do it without second-guessing. With confidence. With clarity. And with a legacy intact.

Structure that brings confidence, not chaos

Succession isn’t about improvisation—it’s about precision. We replace uncertainty with structure, guiding you through every turn of the journey. We dig into the business itself, examine shareholder agreements, assess your eligibility for the lifetime capital gains exemption, and uncover the value drivers that maximize your final outcome.

Our detailed planning process helps answer the big questions:

  • Should you sell to a third party, a family member, or your executive team?
  • What’s the best timing for a transition?
  • How will the sale affect your lifestyle, tax position, and retirement?

And once we’ve mapped out your business exit strategy, we stay with you—adjusting, refining, and walking you through every decision along the way.

Where Judd Bisson & Associates stands apart

What makes our approach different? It’s the way we turn complexity into confidence. Clients often come to us unsure where to begin. But after our first meeting, they feel lighter. Finally, they understand what they own, what it’s worth, and what’s possible.

Our job is to connect the dots across your business and personal life—from tax and estate planning to family dynamics and wealth protection. And we do it all while making you feel heard, supported, and in control. You’re not a number to us. You’re a builder. And we treat your legacy like it’s our own.

Coordinating the right voices—and quieting the noise

Selling or transitioning a business often means juggling lawyers, accountants, appraisers, and advisors. It’s exhausting. That’s where we step in.

As your lead advisor, Judd Bisson & Associates acts as your central point of coordination. We ensure every voice in the room is aligned with yours. We translate legal and tax jargon into clear options. And we shield you from the unnecessary back-and-forth that drains time, energy, and decision-making power.

Your goals come first. Always.

Maximizing the value of your business

A private business sale is more than a transaction—it’s your payday for decades of effort. We make sure you get what you’ve earned.

We begin by evaluating how to increase profitability and eliminate inefficiencies—helping position your company in the best light for buyers or successors. Then, we get to work cutting tax waste and leveraging every advantage:

  • Lifetime capital gains exemption
  • Tax-deferred rollovers
  • Income-splitting opportunities
  • Pre-sale restructuring
  • Insurance planning for tax-free liquidity

This isn’t guesswork. It’s precise, informed planning designed to turn hard work into lasting wealth.

Beyond numbers: honouring your legacy

A business is more than inventory and spreadsheets. It’s your story, your community, your people. We help you exit in a way that feels right.

Maybe you want to create a charitable foundation in your business’s name. Maybe your goal is funding scholarships, preserving a local legacy, or helping your children carry the business forward with clear guidance. We listen, then build a plan that reflects what matters to you—not just financially, but personally.

Succession strategies tailored to your path

Every exit is different. Our approach includes:

  • Family succession

    Clear planning that protects relationships and sets expectations to reduce future conflict

  • Management buyouts

    Structuring fair deals that reward your team and secure continuity

  • Third-party sales

    Preparing the business for buyers, maximizing value, and securing tax-smart exits

  • Transition timing

    Phased exits, full retirement, or staying involved—we tailor the plan to your goals