Transition and succession planning.

Our areas of expertise.
Succession planning is more about growth than retirement. Active succession planning is about ensuring the continued success of your business for generations to come. At London AVERY, we help businesses create robust transition plans that address both succession and business continuity. Whether you’re preparing for retirement or planning for future growth, our tailored approach ensures that your business remains resilient and positioned for long-term success.
Succession planning is more about growth than retirement. Active succession planning is about ensuring the continued success of your business for generations to come. At London AVERY, we help businesses create robust transition plans that address both succession and business continuity. Whether you’re preparing for retirement or planning for future growth, our tailored approach ensures that your business remains resilient and positioned for long-term success.
Key services
Succession Readiness:
Develop a clear and strategic plan for transitioning your business to ensure continuity and maintain organizational stability.
Ownership Transition:
We provide comprehensive guidance on ownership changes, whether through family succession, M&A, or external parties.
Legacy Planning:
Ensure that your values, mission, and long-term vision are preserved as the business transitions to new leadership.
Risk Management & Continuity Planning:
Protect your business from the unexpected with plans that safeguard your business, its operations and financial health.
Succession Readiness:
Develop a clear and strategic plan for transitioning your business to ensure continuity and maintain organizational stability.
Ownership Transition:
We provide comprehensive guidance on ownership changes, whether through family succession, M&A, or external parties.
Legacy Planning:
Ensure that your values, mission, and long-term vision are preserved as the business transitions to new leadership.
Risk Management & Continuity Planning:
Protect your business from the unexpected with plans that safeguard your business, its operations and financial health.
Impact for you
A poorly planned transition can destabilize your business, leading to operational disruptions, loss of key clients, and even financial instability.
Our succession planning ensures a smooth transition, protecting your company’s legacy and future. We create detailed plans that address leadership changes, ownership transitions, and risk management, ensuring that your business continues to thrive without interruptions. By partnering with us, you’ll secure the long-term continuity of your business, retain institutional knowledge, and protect your organization’s value and ensure it's continuing future.
A poorly planned transition can destabilize your business, leading to operational disruptions, loss of key clients, and even financial instability.
Our succession planning ensures a smooth transition, protecting your company’s legacy and future. We create detailed plans that address leadership changes, ownership transitions, and risk management, ensuring that your business continues to thrive without interruptions. By partnering with us, you’ll secure the long-term continuity of your business, retain institutional knowledge, and protect your organization’s value and ensure it's continuing future.

London AVERY is a boutique consulting and business advisory firm specializing in supporting financial advisory teams and small to medium-sized businesses.
Phone: +1 289.752.6633
Email: hello@londonavery.ca
Mail: 55 Northfield Drive, Suite 303, Waterloo, Ontario, N2K 3T6

London AVERY is a boutique consulting and business advisory firm specializing in supporting financial advisory teams and small to medium-sized businesses.
Phone: +1 289.752.6633
Email: hello@londonavery.ca
Mail: 55 Northfield Drive, Suite 303, Waterloo, Ontario, N2K 3T6

London AVERY is a boutique consulting and business advisory firm specializing in supporting financial advisory teams and small to medium-sized businesses.
Phone: +1 289.752.6633
Email: hello@londonavery.ca
Mail: 55 Northfield Drive, Suite 303, Waterloo, Ontario, N2K 3T6