Farm & Business Sales or Succession Planning

Looking out over the horizon and ready for a change

Our neighbors in the Drumheller region are hardworking farmers and business people alike. You've built a lasting enterprise with lots of blood, sweat, and tears along the way. The waters were choppy at times, but you persevered and sailed through to build a lasting name for you and your family. The time has arrived, however, to prepare for the future and develop a business succession plan. Now it's time to prepare your financials and put those years of hard work into a plan that preserves, for future generations, what you worked so hard to build. This includes succession planning or the sale of your business or farm to a worthy buyer. Here at Helm, we arm you with the tools and knowledge to make the right, informed and best decision possible.

Smart Business Strategies, Informed Decisions

Helm understands this is an important time and decision for you and your family. The choice to transferring your business to a family member or sell it to an outside buyer can be a daunting and intimidating task. Helm provides you with localized service, advice and business succession planning that speaks directly to the very nature of what you do. By understanding the needs of farmers and business owners in the Drumheller area, we can craft strategies that work and make sense for you, your family or potential buyers. Your farm or small business is your lifeline, your livelihood and it deserves to be treated with a succession or sales plan that works in the best interest of its future. Whether it's the family farm, small business, relocation or purchase offer, we make plans for it all. We craft smart, business savvy strategies that put you at the Helm of your ship.


It's the Small Things in Your Business That Matter Most

Helm believes in the small things while never losing grasp of the big picture. Farm and Business Sales and Succession Planning includes the deployment of our network of accountants and lawyers who ensure your making the most financially sound deal you can make. This includes succession planning or business and farm sales. We make informed, educated and detailed decisions about the future of your farm, business, and overall wealth management goals. This includes tackling issues of tax, capital gains, and charitable donations to put you and your family in the best financial position possible to limit tax burdens while preserving and growing your personal wealth portfolio.

What Our Customers Are Saying

Here at Helm we know and understand our neighbors, their needs, goals, and aspirations. By taking the time to get to know and learn from our clients, we can further help them get to the financial state of mind they want and deserve. We join forces locally and invest globally in the future of your farm or business with common sense solutions that place you at the center of your financial goals.

It’s been great working with Helm to get me started in the right direction when it comes to investing my money. I have seen great return, but even better, I feel supported every step of the way.
— Christine Reyes, Customer

Tell Us About Your Biggest Concern when Selling or Passing on Your Family Business

Book a Free No-Risk Consultation

What's your biggest concern about the future of your farm or business? What are your ultimate goals? Fill out the form below or give us a call today. We'll set you up for a no risk-free consultation where we will meet face to face and discuss your farming and business planning needs. The information you gain from us here at Helm can help you set sail towards a life of reliability, trust and stability for your business and family.


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