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A free, personalized analysis for CFIB members — no obligation, no pressure.

Book free analysis

If you own an incorporated business, independently or with partners, there's a good chance you don’t have the complete picture of what the impact would be on the business and your beneficiaries if you weren’t around tomorrow.

Our Business Owner Succession Report gives you the real number. Not a rough idea, not a starting point.

We’ll need 45 minutes to gather specific information about your organization. You’ll meet with a People Corporation advisor in person or virtually, to walk through the details of your situation. We’ll need basic information including the value of your business, your ownership structure, your current insurance, and any agreements in place. With these details, we produce a one-page report, personalized to your numbers that provides three scenarios:

  1. what your estate looks like according to the current arrangements

  2. what your estate would look like if a standard funded buy-sell arrangement was implemented

  3. what your estate would look like if an optimized structure was implemented

Your current ownership structure and where the gaps are — whether you have a shareholder agreement, insurance, and a plan in place, or none of the above

What happens under different scenarios — no planning, a funded buy-sell arrangement, or a more tax-efficient structure — modelled with your actual numbers

The tax implications your family could face, and what it would cost to address them

A plain-language summary you can hand to any professional advisor

Any incorporated business owner. Sole owners, partnerships, multi-shareholder businesses. Whether you have a detailed succession plan or have never thought about it, the report meets you where you are.

Book your free Business Owner Succession Report

Available exclusively to CFIB members, in partnership with People Corporation.

Book now

This is a professional consultation, not a sales call.

People Corporation is Canada's largest group benefits and financial services firm. We offer this report free to CFIB members because we believe every business owner deserves to know where they actually stand — before they need to.

For escalation or direct support related to this initiative, please reach out to one of the contacts below:

Samira Mozaffari: 263‑556‑2613

Patrick Barkwell: 403‑978‑8016