Federal Publications logo FEDERAL

Navigation Bar Checkout View Cart Contact Us Canadian Maps and Charts Books on Canada Home

Business Succession Guide, Second Edition

Business Succession Guide, Second Edition    
Format Softcover
Catalogue No. 978-0-7798-3628-4
Pages 222
Language English only
Price $49.00
  Add to Cart

Written by A. Paul Mahaffy, B.A. (Hons.), LL.B., M.B.A., F.I.C.B.
Published by Carswell, 2011.


As the baby boom generation approaches retirement age, the ownership of many private companies will need to be transferred. Whether to family members, employees or outside parties, the legal considerations involved in such transfers vary significantly. Business Succession Guide by A. Paul Mahaffy is a precise and succinct text, offering practical solutions to real-life situations and issues arising in business succession matters, from a Canadian perspective.

For the owner who has done little succession planning, retirement from the company may not be easily achieved. The numerous issues related to business succession can seem overwhelming to the owner, who is certainly tempted to deal with them at a later time. The day-to-day problems of the company always seem to be more important and demand immediate attention.

This book guides the owner through these various issues. It sets out many of the steps which a current owner might take when attempting to transfer ownership of the company. It looks at how the company might be valued, put into saleable condition, and reorganized to help defer or reduce taxes arising upon the transfer. It looks at how ownership can be transferred to family members, employees, other shareholders, or to outside third parties, along with the process to be followed and some of the main documents to be used.

As the process is complicated and the outcome not always certain, this book is designed to manage the owner's expectations, and to let them know what they're getting themselves into.

Table of Contents:
  • Introduction
  • Putting the Company in Saleable Condition
  • Valuation
  • Reorganization
  • Transfers to the Family – Part I
  • Transfers to the Family – Part II
  • Transfers to Employees
  • Transfers to Other Shareholders
  • Transfers to Outside Parties
  • Family Trust Agreements
  • Shareholder Agreements
  • Confidentiality Agreements
  • Letters of Intent
  • Due Diligence
  • Purchase and Sale Agreements
  • Closing the Deal
  • Conclusion
  • Endnotes
  • Index
Please note: this book does not contain samples of forms or agreements.

A. Paul Mahaffy, practices corporate-commercial law with Bennett Best Burn LLP of Toronto, with particular emphasis on purchase and sale transactions, business succession, private company governance, technology transfers, joint ventures and financing. He has served as the Chair of the Business Law Section and Secretary and Treasurer of the Corporate Counsel Section of the Ontario Bar Association and has lectured and written extensively on business law topics.

Price and availability subject to change. Shipping and applicable taxes extra.
Questions about this product? Please e-mail us.
This page last modified: May 17, 2011

Business main page
What's New · Home · Search · Books on Canada · Canadian Maps and Charts · Ordering · Contact Us

©Federal Publications Inc., 1998 - 2011
425 University Avenue, Ste. 401, Toronto, Ontario, Canada M5G 1T6
Phone: (416) 860-1611 or toll-free 1-888-433-3782 · E-mail: info@fedpubs.com