You’ve built your business from the ground up, taking risks, solving problems, and creating something that matters. Now, as you prepare for the next chapter, the question becomes how to transition what you’ve built with purpose and precision.
At Schiller, Spence & Associates Private Wealth Management, we specialize in business succession strategies that help you preserve value, strengthen continuity, and achieve your goals with confidence.
With offices in Lloydminster and Edmonton, we guide business owners across Alberta and Saskatchewan through selling the business, planning the transition, and creating a legacy that lasts.
Structure and planning
We help you define what success looks like, then build a structured plan that supports it. From private business sale preparation to business exit strategy design, our process coordinates every moving part, corporate structure, tax strategy, estate planning, and investment management, so your transition unfolds seamlessly.
As part of our advice-first, full-picture planning model, every decision is measured, purposeful, and built to maximize long-term value.
Positioning your business for success
Selling the business or passing it to family both require strategic preparation. Our team helps you identify opportunities to enhance profitability, eliminate inefficiencies, and highlight your strengths to potential buyers. Whether you’re preparing for a third-party sale, a management buyout, or an intergenerational handoff, we help ensure your business is structured to command full value. Through detailed financial analysis and collaboration with legal and accounting professionals, we position you for the most successful outcome possible.
Tax-efficient transitions
Every dollar counts during a business exit. We design tax strategies that protect more of what you’ve earned, leveraging tools such as the Lifetime Capital Gains Exemption, income splitting, and corporate restructuring to reduce your overall tax burden. Our business succession planning process ensures that all strategies align with your broader financial plan, so your wealth continues to work for you and your family well after the transition is complete.
Choosing the right path forward
No two exits look the same. Some owners plan to keep the business in the family, while others prepare for a private sale of the company, marking the next chapter of their lives. We help you explore all options, comparing the financial, tax, and emotional impact of each. Whether you decide to sell, gift, or partially transition ownership, we build a customized roadmap that balances fairness, efficiency, and long-term security for everyone involved.