You’ve spent years growing your business—fighting for every deal, managing every curveball, and making the kind of decisions no one else could have made. But now, as you consider stepping back, another set of decisions awaits: Who takes over? When do you exit? And how do you protect the value—and meaning—behind everything you’ve built?

At Oldfield Group Wealth Management, we specialize in business succession strategies for owners who care about more than numbers. You want clarity, tax efficiency, and confidence—not just for yourself, but for your family, employees, and the next generation of leadership. That’s where we come in—with the structure, coordination, and experience to make the complex feel manageable.

Confidence through structure

Two male executives checking on the tablet device

Business succession isn’t something to leave to instinct. Done right, it’s a process—a disciplined, detail-driven roadmap that ensures your business transitions the way you intend. Whether you’re planning a sale to a third party, grooming your children for leadership, or arranging a management buyout, we help create a structure that supports your values and your financial goals.

As your partner, we examine the full picture. That means shareholder agreements, corporate structuring, valuation prep, and eligibility for the lifetime capital gains exemption—every detail calibrated for your benefit. We provide clarity where others provide confusion.

Succession planning built around your voice

One of the things that sets Oldfield Group apart is our ability to bring all the moving parts together. Accountants, lawyers, shareholders, family members—everyone has a say, but only you have the vision. Our job is to make sure your priorities drive the process.

We step into the centre of the conversation, translating technical complexity into plain language and aligning your financial professionals around a common goal: a smooth, successful transition that honours your legacy and avoids the headaches. You don’t have to quarterback this alone. We’ve got it.

Getting what your business deserves

A lifetime of work shouldn’t result in a rushed exit or undervalued sale. We begin by uncovering ways to enhance the value of your business before succession even begins. That might mean strengthening financials, reviewing internal efficiencies, or preparing succession documentation that shows buyers—or the next generation—exactly what makes your business great.

Then we develop your business exit strategy. Who are the right successors? What will the terms look like? How can we reduce tax liability and keep more of the proceeds in your hands? Every decision is measured. Every outcome is intentional.

Where legacy meets logistics

We know your business is more than numbers—it’s people, memories, and your personal story. Whether you want to preserve your name in the industry, support a local cause, or fund a legacy project, we help you shape a post-exit vision that reflects your values.

That might include setting up a charitable foundation, supporting your employees with a structured transition, or simply preserving harmony in the family by aligning expectations well before the handoff. At Oldfield Group, your legacy isn’t an afterthought—it’s the outcome we plan for from day one.

What sets Oldfield Group apart

Where most firms stop at generic advice, we deliver fully integrated business succession planning. With in-house tax planning expertise, hands-on coordination with legal teams, and a deep understanding of both personal and corporate finance, we offer something rare: real cohesion.

We take responsibility for seeing the entire plan through—connecting estate strategy, tax implications, liquidity needs, and family dynamics into one unified succession plan.

Business succession planning strategies we deliver

We tailor each plan to your unique path. Whether that means preserving the family business or exiting completely, we provide clear, actionable strategies: