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Logo of Effectuation Optimum, CFIB's succession collaborator

CFIB members enjoy a 20% discount on the solutions offered by Effectuation Optimum. Solutions that help business owners comfortably achieve their desired lifestyle in retirement. Through the creation and guided execution of a business exit strategy, unique to their circumstances that ensure peace of mind and financial wellbeing.

The exit strategy developed will realize available tax opportunities and facilitate the best possible returns on their investment, through a successful transition to their next generation or external buyers. 

Our solutions are tailored to accommodate the goals of business owners. Whether these are transferring to the next generation, sale, or growth in lieu of transfer or sale. Further details are provided on their website:

Plus, check out Effectuation Optimum's blog