Senada Professional Succession Planning Consultants

Testimonials

"We were looking for a plan to take control of KG Chase & Son in a gradual manner from Duane’s parents - Linda and Gordon Chase. We wanted Linda and Gordon to continue to be involved in growing the company with us. We wanted the plans to be tax efficient while the company assumed a minimum of outside debt. The plans Duncan developed allowed Duane’s parent’s to receive proceeds on their selling the company on a tax free basis; while they continued to contribute to our taking KG to new levels of success with a minimum of outside financing."

Duane Chase and Mark Armstrong
KG Chase & Son Ltd
Moncton, N.B.

“Selling a business is the type of transaction that you do once in your lifetime. It’s scary, emotional and complicated at the beginning. You really need professional assistance to understand the process and provide the ongoing support you need. Duncan helped us to understand the different approaches to consider; he presented fair values for what we had; and helped us protect our employees and our company legacy. It really is a very interesting process to go through when you have true professionals guiding you!”

Bridget and Allan Menzies
AR Menzies and Sons Limited
Fredericton, NB

"Duncan has worked with CBI representatives on a variety of projects over the past several years. He works with CBI clients to ensure that all tax options and their impact on net cash, retirement and family planning have been fully considered. CBI's goal is to secure the best after-tax value for the owners of each of the companies we are engaged to market. Repositioning redundant assets and measuring the benefits of a share or asset sale are areas where we have found Duncan’s input to be critical to maximizing owner’s value."

Stewart Baker
President
CBI Business Broker’s
St Andrew’s, NB

Website by: