Your retirement plan
We've developed this Retirement Planning checklist to help you because we know there are many details involved in planning for your retirement.
Business Transition Planning (PDF, 940 KB)
This comprehensive Business Transition Planning brochure describes both the value of, and the processes involved in, business transition planning, as well as how CIBC can help.
Your Guide to Business Transition Planning (PDF, 50 KB)
You have invested a lot of time and energy into making your business a success. Now it's time to start thinking about the next step - both in your life and in the life of your business.
Retirement planning for small business owners
Creating a retirement savings plan can be considerably more complex for small business owners than for other people, because there is more to think about.
Entrepreneurs prepare with RRSP savings
As a small business owner, you want to bring the same careful forward-thinking planning to your retirement objectives as you do to your business objectives. With that in mind, these strategies have the potential to enhance the performance of your RRSP.
How to get started on a business transition plan
A business transition plan has many benefits, regardless of the size of your business and what stage of the business cycle it's in.
Assessing your Resources (PDF, 35 KB)
The noted Three Circle model identifies the three main stakeholders in the transition plan of the private, family owned business - the family, the shareholders and the business itself. The model also serves as a helpful way for you to break the transition planning process down into manageable components.
Key Considerations When Selling A Business (PDF, 161 KB)
The sale of a business is a significant and, in many cases, life-changing event for business owners, especially given that most of their net worth often resides in their company.
Meet the Johnston's - Case Study (PDF, 440 KB)
One of the most important steps in transition planning is engaging your advisors, including your CIBC business advisor. Read this case study to see how CIBC can be a helpful resource in your transition planning.