Select Page

NEW – Interactive Succession Planning Tool

Looking to buy or sell a business but don’t know where to start? 

SuccessionMatching’s interactive guide that will help you navigate the succession planning process by asking a simple series of questions to help you get started. A SuccessionMatching team member will then provide or recommend easy to understand resources, next steps or suggestions for connecting with the appropriate professional for where you are in your transition process. 

Easy and simple to use for both buyers and sellers of small and medium sized businesses!

Please note: Privacy is extremely important to individuals going through this process and we do not sell or share your personal information to outside parties, the data collected is used internally to help the individual through next steps and to match them to resources available.


Our story: Our mission is to change the way individuals get into business by helping them purchase businesses from their family, current employer or third party. This first step in this process is to help ensure that both the buyer and seller understand the business transition process. 

CFIB’s Nov. 2018 report titled, “Getting the Transition Right,” shows that only 8% of current business owners have a formal succession plan. Developing a formal succession plan continues to be a challenge for SME owners in part because of the high cost of access to good succession planning resources.

Facilitated by a member of the SuccessionMatching team, buyers and sellers go through a standardized one on one process to create a formal succession plan and get advice regarding certain parts of the process. This is perfect for individuals just starting the process, or those who have begun and are feeling overwhelmed. Participants will learn about the different types of transition, how to engage with community stakeholders and who is available to them, and pointed in the direction of further beneficial resources.


Pin It on Pinterest

Share This