You’ve poured your soul into your business. Early mornings, sleepless nights, decisions that made your head spin but carved a path that led you to where you are today. Now, you’re at a crossroads—do you sell, and if you do, who do you sell to?

Do you keep it in the family, letting your story unfold through the hands of your children? Or does selling to a third party offer a chance for your creation to scale heights you’ve only dared to dream of? Perhaps your trusted management team deserves the reins, the ones who’ve been there for every hurdle, every triumph. No matter the path, the questions swirl.

At Theodor Hennessey & Ross, we don’t bring cookie-cutter solutions. We bring lived experience. As business owners ourselves, we’ve felt the weight of these moments—and we’re here to help lighten yours

A plan that breathes confidence

 

Woman talking to someone over the phone

Business succession planning requires precision, clarity, and the comfort of knowing the pieces fit. We don’t hand you a binder stuffed with numbers. We craft a roadmap, one that keeps the wheels turning smoothly as you step back from the driver’s seat.

Cutting through the noise

 

Lawyers. Accountants. Each pulling you into conversations you’d rather avoid. Each speaking a language that feels miles away from the world you’ve built. It’s enough to make your head spin.

That’s where we step in. Acting as your personal CFO, we don’t just translate—we coordinate. Your priorities take centre stage, with every player in the room working towards the same goal. No missed signals, no crossed wires, no wasted energy.

We handle the heavy lifting so you can focus on what matters: your vision, your legacy, your future.

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Business succession planning that works

Tough decisions lie ahead. Who leads? How does the transition unfold? What’s next? We make the answers clearer:

  • Family business transition

    Keep the harmony, protect the relationships, and align expectations. We build pathways that preserve unity while paving the road for future success.

  • Selling to third parties or management

    Whether it’s handing the reins to a trusted team or negotiating with an outside buyer, we ensure every decision is airtight and every opportunity maximized.

  • Mastering taxes

    Taxes don’t have to be the villain. With capital gains exemptions, income splitting, and more, we make sure what’s yours stays yours.