Business Solutions
Build Value. Grow with Purpose. Plan Your Exit.
Planning for the Business — and the Life Beyond It
Your business goals and personal financial future belong in the same conversation. Start with the income and lifestyle you want, then connect business growth, protection and an eventual transition with those needs and the people who matter.
I bring CFP® and CEPA® expertise together to connect your business, personal and legacy goals. Whether you are building value, planning for retirement or preparing for a transition, the aim is a business that supports the future you want.
How We Help Business Owners
Strengthen your business, understand what drives its value and identify opportunities to close the gap between where you are today and where you want to be.
Business Growth • Valuation • Value Gap Planning • Owner Independence
Prepare your business—and yourself—for an eventual transition through a sale, family succession, management transition or another path.
Exit Readiness • Succession • Transition Options • CFP® & CEPA® Planning
BUSINESS OWNER WEALTH & RETIREMENT
Connect your business value with your personal financial future so the wealth you've built supports the life you want beyond the business.
Financial Planning • Investments • Retirement • Personal Wealth
BUSINESS PROTECTION & BENEFITS
Protect the business, its owners and key people while preparing for events that could disrupt what you've built.
Business Insurance • Key Person • Buy-Sell Funding • Group Benefits
Wherever You Are in Your Business Journey
Whether you're focused on growth today, preparing for an eventual transition, or simply want to understand your options, a conversation is a good place to start.
Business Growth & Exit Readiness Planner
Explore 15 preparation areas, identify three priorities, and create a 90-day action plan with a downloadable PDF.
Put your plan into action: 90-Day Business Programs
Choose one business priority and work through one 90-day program at a time. Complete its closing review before starting your next program.
What happens next? Carry priorities from a readiness review, or your existing records, into the first week. Keep a dated starting snapshot and evidence of your actions. At closing, compare what changed and decide what needs attention next.
Building Business Value
Document and test one process that runs without you.
Exit & Succession Planning
Create a transition brief and handover roadmap.
Business Owner Wealth & Retirement
Organize your retirement goals, resources and advisor questions.
Business Protection & Benefits
Build and test a practical continuity checklist.
Each self-guided program is sold separately and includes paid account access, 12 weekly worksheets, progress-file save/load and PDF reports. Personal advisory guidance is not included in the self-guided purchase.
Advisor-assisted business programs
$1,250 CAD
All-inclusive per advisor-assisted 90-day program.
Includes the program and Susan Wiley's personal guidance and business-planning expertise.
Book one program at a time. Each advisor-assisted fee covers one work-through of that program; all four total $5,000 CAD. Additional work or ongoing support is arranged separately.
Arrange advisor-assisted planning.
Before booking advisor-assisted work, agree in writing on the program, included meetings and review work, dates, fee, tax treatment and any charges for additional work. General worksheets and automated reports are not automatically an advisor’s personal recommendations. Securities-related advice and implementation follow the registered dealer’s separate procedures. Legal, tax, valuation and insurance work require the appropriate qualified professionals. No investment or insurance purchase is required, and no outcome is guaranteed.