State of Owner Readiness™ Survey - Canada CEPA Programs 2025 (Corporate) focusing on enhancing business value

focusing on enhancing business value and facilitating a successful transition for all parties involved

Considerations when gifting business interests

and the ongoing stewardship of the company is less certain as new ownership takes the reigns

and leading clients to a successful exit with insights from M&A expert Scott Bushkie

EPI purchase credit

State of Owner Readiness™ Survey - Canada CEPA Programs 2025 (Corporate) focusing on enhancing business valueThe Exit Planning Institute (EPI) and John Hancock will conduct a survey of business owners in Canada to determine their state of readiness to transition their businesses and unlock the wealth accumulated within them. We will compare the results of this survey to national and regional surveys EPI has conducted in the previous decade. We will note specific trends of both successful and unsuccessful business owners and offer suggestions to business