business succession planning

Letting go of a business you have spent the majority of your life building into a success is an emotional time in any business owner’s life. Whether it is being sold, passed on to a family member or wound down completely, The Williamson Group (TWG) has the expertise to ensure the process is not only smooth, but that it works to your best advantage as you enter retirement.

At TWG we can help you model different scenarios in the context of your overall retirement plan to ensure that your personal objectives are met.

See our Investment or Insurance section to find out more.


Our Partners

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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