Publicly available reading, Canadian research, and direct access to an advisor who has been on both sides of this transaction. No subscription. No pitch. Just useful.
Each piece below has been selected because it is genuinely useful — not because it is promotional. Where relevant, a brief note from The Exit Story™ explains why it matters for your specific situation.
The landmark CFIB research report that quantified the scale of Canada's business succession challenge. The numbers are striking — but the preparation gap is more striking still.
Read the Report →The Business Development Bank of Canada's practical guide to exit options — sale to a third party, family transition, or employee buyout — including tax implications for each path.
A current overview of the Canadian succession planning landscape — the Lifetime Capital Gains Exemption, the Employee Ownership Trust structure, and the capital gains inclusion rate changes deferred to 2026.
The BC Chamber of Commerce's 2025 policy paper on succession planning barriers — including data on the BC labour market transition and what needs to change legislatively to support business owners.
A comprehensive technical overview of succession planning structures — including the Employee Ownership Trust introduced in 2024, CCPC qualification requirements, and the tax treatment of different transaction structures.
CFIB's 2025 letter to the federal Finance Minister calling for expanded rollover provisions, LCGE improvements, and a business succession immigration stream.
New articles and insights are added as they become relevant. Follow The Exit Story™ on LinkedIn to be notified — or check back here.
Follow on LinkedInBrief observations on exit preparation, valuation, and what business owners most commonly miss. Written in plain language by someone who has been on both sides of this transaction.
New insights are added regularly. Each piece is 200–350 words — short enough to read between meetings, specific enough to be useful. If a question you submit through the Ask form becomes a piece, you will be the first to know.
This article is being written from the field — informed by real engagements and real findings. Follow The Exit Story™ on LinkedIn to be notified when it publishes.
Follow on LinkedIn →You do not need to be ready. You do not need to know what you want. If you have a question about your business, your exit, or what preparation actually looks like — ask it here.
No obligation. No pitch. A straight answer from someone who has spent sixteen years applying a lender’s lens to businesses, and built and sold one of their own.
"Every question I receive gets a personal response — from me, not a template. If your question is one I hear often, I will write about it here."
— Supriya Devgan, Founder · The Exit Story™