Advocates for the

well-being &

financial security

of entrepreneurs, their family and business

Welcome to

Effectuation Optimum

I am Errol Whittle, founder of Effectuation Optimum. I have developed a simple and holistic approach to help you, a small business owner, position your business for a succession planning strategy most appropriate for you and your family.

Your goal has been, and should continue to be, the profitability and sustainability of your business. Our goal is to make sure you continue meeting these goals, while concurrently preparing you and your family for your eventual exit from the business — an exit that is solely on your terms.

The time to plan for succession is now. Let us sit down and discuss your succession goals. You will be amazed at how easy it is to accomplish them.

There is a crisis looming for small- and medium-sized family businesses…

Despite full awareness of the pending retirement of the business owner-manager and the imminent transfer of control, many businesses are stuck in a state of inertia in particular, the Baby Boomer demographic. They are caught up in the overwhelming tasks of day-to-day operations and don’t believe they have the time or resources to focus on succession planning. There is a growing risk to financial security during retirement, and loss of family wealth. The following links to Financial Post articles provide a snapshot of the challenges entrepreneurs currently face challenges that Effectuation Optimum can help you overcome.

Our Services

Effectuation Optimum offers succession continuity solutions for family businesses

Family Immediate Wellbeing

Assessment of the preparedness of your family and your business, should you, the owner manager, unexpectedly passes or become incapacitated.

Family Business Continuity

Development and guided execution of a comprehensive multi faceted plan to prepare the incumbent, successor and family for the transitioning of a viable business to a properly prepared successor, equipped to sustain the business growth and family wealth

Exit By Acquisition

Development and guided execution of a plan to optimize the value of the business, and ultimately achieve it’s profitable sale.

Business Optimization

Development and guided execution of a plan to enhance the value proposition and streamline the operational effectiveness of the business with a view to make it attractive to potential successors, employees and investors.

Get in Touch

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