Business Exit Strategies

that lead to

More Wealth &

Less Tax Obligations

for business owners and their family 

Welcome to

Effectuation Optimum Inc.

I am Errol Whittle, founder of Effectuation Optimum Inc. I offer you a comprehensive approach to help you and your business implement a business exit strategy appropriate for you and your family.

We will help you exit your business on your terms. 

  • With the right hand-over plan
  • With less tax obligations
  • And more wealth to pass on
  •  

The time to plan for your business exit is now. Let us sit down and discuss your exit goals.

A business exit strategy is fast becoming essential for business owners approaching retirement…

Business owners caught up with their day-to-day operations are grappling with the necessity to develop their business exit strategy. A struggle that could lead to losses for themselves and their family. The following links to Financial Post articles provide a snapshot of the challenges business owners face challenges that Effectuation Optimum can help you overcome.

Our Services

We offer you our EO 4-Step Exit Solution 

Business Health Assessment

You obtain a business plan with a defined road map, to help you realize the best value for your business when sold or transferred.

Business Improvements & Transition

You partner with us over 2 – 3 years to implement your action plan for a successful transition.

Tax Planning and Asset Protection

You obtain a wealth preservation plan to protect your personal assets when the sale or transfer materializes.

Due Diligence Preparation

We help you compile the appropriate documents and resolve legal or regulatory issues to provide assurances to potential buyers and bankers that they are acquiring a sound investment.

Get in Touch

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