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Succession Planning Overview
Understand succession planning and Amati’s six-stage approach.
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BUSINESS ADVISORY · CANADA & INTERNATIONAL
Partner-led advice for business owners and leadership teams navigating growth, pressure or change. We connect strategy, finance, people and operations to help you make informed decisions and carry them through.
THE AMATI APPROACH
Meaningful progress begins with a clear understanding of your business, your people and your objectives.
Amati Capital Partners works alongside private business owners to connect strategy, financial decisions and day-to-day operations. We work with businesses across Canada to address performance challenges, evaluate recovery options and prepare for growth, leadership transition or an eventual exit. For international companies expanding into Canada, we coordinate market entry, connect industry partners and help navigate government processes and potential incentives.
We’ve sat on your side of the table. We’ve built businesses, raised capital, led teams and navigated growth and ownership transitions. We bring that firsthand experience to your business—helping you weigh the options, make decisions and put them into action.
From a focused assessment for a local contractor to a complex national or international mandate, we shape our work around your needs and resources. We agree the scope, deliverables and fees with you before work begins.
Meet the people behind Amati ↗HOW WE HELP
Six connected services for owners and leadership teams. Start with your priority and explore the work we can do together.
Decide where to focus, invest and grow.
Growth brings choices: which opportunities to pursue, what to stop doing and where to commit resources. We work with owners and leadership teams to assess the business, weigh the options and turn ambition into a direction your people can carry forward.
A strategic roadmap with clear priorities, assigned responsibilities, milestones and a management scorecard.
Connect cash flow, funding and ownership decisions.
Better financial visibility creates better options. We help you understand how the business generates cash, what it needs to fund its plans and how to prepare for a financing, acquisition or sale. Our work connects the financial case with the commercial decisions behind it.
A financial forecast, financing readiness package or transaction preparation plan, matched to the decision ahead.
Build management depth and prepare the next chapter.
A stronger business needs more than a capable owner. We help clarify how your team makes decisions, where leadership needs to develop and how knowledge can move beyond a few key people. When ownership or leadership is changing, we connect the transition plan with the people who will carry it forward.
A leadership responsibility map, governance priorities or a staged succession plan with clear handover milestones.
PDF · 1 page · English
Understand succession planning and Amati’s six-stage approach.
Read the overviewPDF · 2 pages · English
See how ready you and your business are for succession.
Assess your readinessMake work more consistent, productive and accountable.
Growth is harder to sustain when processes, systems and reporting lag behind. We help you understand how work gets done, remove recurring bottlenecks and build more dependable ways of operating. Where AI can add practical value, we connect the opportunity with the workflow, people and controls needed to use it well.
An improvement roadmap, practical performance reporting and, where appropriate, a prioritized AI pilot and adoption plan.
For construction and real estate businesses, we bring practical experience in planning, scheduling, cost control and project-team accountability to the operational review.
Turn cross-border ambitions into a practical entry plan.
A new market brings commercial opportunity and a different set of decisions. We support Canadian businesses exploring international growth and foreign companies establishing or expanding in Canada, connecting strategy and financing with local partners, professional advisors and the practical work of market entry.
A market-entry assessment, phased expansion plan and map of the partners and advisors needed for implementation.
Understand the pressure, stabilize and plan the recovery.
Cash constraints, declining margins or underperforming operations call for a clear assessment and decisive priorities. We help you understand what is driving the pressure, compare recovery options and coordinate a plan to stabilize the business while you address the underlying issues.
A short-term cash-flow view, prioritized recovery plan and progress reporting for owners, management and key stakeholders.
Where legal, tax or formal insolvency work is required, we coordinate with the appropriate specialist professionals.
Services can be combined in one mandate. We agree priorities, deliverables, responsibilities, timelines and fees before work begins.
Not sure where to start? Let’s talkExplore our experience one city at a time. The coloured symbols show the work done in each location. Select a city or zoom closer to see where Amati has provided value and worked with businesses around the globe.
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All locations · 20 cities at this zoom
Every city and regional location, available at any zoom level. Select a city to explore its areas of experience. Category filters apply to this list too.
Vancouver, British Columbia, Canada
Winnipeg, Manitoba, Canada
Whitehorse, Yukon, Canada
Toronto, Ontario, Canada
London, England, United Kingdom
Singapore
Edmonton, Alberta, Canada
New Orleans, Louisiana, United States
Kelowna, British Columbia, Canada
Calgary, Alberta, Canada
Kansas City, Missouri, United States
Houston, Texas, United States
Red Deer, Alberta, Canada
Ottawa, Ontario, Canada
Stettler, Alberta, Canada
Rocky Mountain House, Alberta, Canada
Drumheller, Alberta, Canada
Manila, Metro Manila, Philippines
Bonifacio Global City (BGC), Taguig, Metro Manila, Philippines
Zurich, Switzerland
Paramaribo, Suriname
Glasgow, Scotland, United Kingdom
Edinburgh, Scotland, United Kingdom
Kent, England, United Kingdom
No cities in this category.
Headline figures represent cumulative experience across our mandates.
OUR PARTNERS
Work directly with the partners responsible for your mandate, with experience across ownership, finance, governance and operations.

PARTNER
Governance advisory, corporate strategy & corporate restructuring
Henry leads Amati’s Governance Advisory, Corporate Strategy and Corporate Restructuring Division.
Henry is an entrepreneur and business owner with decades of experience founding, acquiring, growing and selling businesses of his own. He has successfully taken companies public and brings an owner’s perspective to the opportunities, challenges and decisions that shape a business. He now draws on that experience to help Amati’s clients strengthen their businesses, pursue growth and navigate ownership transitions.
As founder, CEO and Chairman of Strad Energy Services, Henry brought the company public in 2010. His leadership experience also includes serving as CEO of Banff Caribou Properties and Chair of Vortex Production Services, alongside board experience with Northbridge Capital LPs, Nanalysis Corporation, Fitneff Inc., Simplex Construction Supplies and several private and non-profit organizations.
At Amati, Henry helps clients clarify strategic direction, strengthen governance and work through corporate restructuring. His approach emphasizes clear priorities, accountable leadership and practical execution, drawing on his experience to help owners build business value and prepare for succession or a sale.
Henry holds CFA, CA and ICD.D designations and is a Harvard Business School alumnus. Before entering business, he was a concert cellist who studied at the Juilliard School in New York and performed across Canada, Europe, Russia and the United States.

PARTNER
Growth & transition advisory, AI implementation & capital advisory
paulvandersloot@amaticapital.com
Paul leads Amati’s Growth and Transition Advisory, AI Implementation and Capital Advisory Divisions.
Paul brings extensive experience in capital raising, corporate finance and international markets, including involvement in more than $4.5 billion in transactions. Holding multiple Vice President roles at Royal Bank of Canada and other international financial institutions, he has advised businesses across North America and Europe on financing, growth and ownership transitions. He also served as CEO of Vortex Production Services, an energy services company with a presence across Western Canada.
At Amati, Paul helps businesses, institutional investors, family offices and non-profits grow, implement bespoke capital solutions and integrate AI. His relationship-first approach ensures that his team always puts each client’s objectives first. He draws on his experience in international corporate finance to deliver practical solutions for his clients’ benefit. Through Switzerland-based Amati Partners Suisse, his work also includes leading bond strategies, capital preservation and treasury management for Amati’s clients internationally.
Paul holds an MBA in Finance, the Chartered Manager designation and a Bachelor of Arts in Economics and Public Policy. He is a graduate of MIT Sloan’s Applied Agentic AI for Organizational Transformation program, allowing him to help businesses apply AI to improve operations and decision-making. Paul also holds the CFA Society’s Private Equity Certificate and the Certificate in Business and Commercial Lending from the American Bankers Association. He has also completed various executive education certifications at the University of Calgary, Peking University and the Australian Institute of Business.
Paul is a member of the advisory board of Ledgend Capital Corp and the Ledgend Group of Companies, a Western Canadian private equity firm. He has served as a business mentor with Indspire’s Indigenous mentorship program and Junior Achievement (JA) Canada, and as a director of the Economics Society of Calgary.

PARTNER
Operational excellence & process optimization
Gary leads Amati’s Operational Excellence and Process Optimization Division, bringing more than 44 years of construction industry experience to the practical challenges of running and strengthening a business.
His career progressed from cabinet maker to Manager of the Special Projects Division at PCL, where he spent 14 years in management. That experience shaped his approach to planning, scheduling, productivity, cost control, safety, quality and team accountability.
Gary also brings firsthand business ownership experience through MCMI Developments and Pharmasave in downtown Kelowna. This adds an owner’s perspective to his construction and management background, with an appreciation for the responsibility of business ownership and the balance between day-to-day demands and long-term goals.
At Amati, Gary helps owners and management teams assess how work gets done, identify operational gaps and turn strategic priorities into clear responsibilities and practical improvements. His focus includes stronger processes, management development, knowledge transfer and reducing reliance on key individuals—building a more consistent operation and preparing the business for succession.
Gary’s industry leadership includes serving as Chair of the Southern Interior Construction Association, as a board member of the British Columbia Construction Association, and as a founding member and board member of the Lean Construction Institute. At PCL, he also managed two Living Building Challenge projects.
EXPERIENCE ACROSS
FROM ADVICE TO ACTION
A defined scope, clear responsibilities and regular progress reviews—from the first assessment to implementation.
Discuss your situation, immediate concerns and objectives. Identify the information needed to assess the business and agree the scope, fees and next steps before proceeding.
Assess the underlying issues and available options. Establish a practical plan with clear priorities, responsibilities and milestones.
Work alongside your team and existing advisors on the agreed actions. Define which responsibilities sit with Amati, management and specialist professionals.
Review agreed performance measures, track progress and adjust the plan as circumstances change. Keep attention on execution and accountability.
FREQUENTLY ASKED QUESTIONS
Yes. A growth plan may also need financing, stronger operations or a leadership transition. We connect the relevant partners and agree one coordinated scope, with clear responsibilities and deliverables.
We can help assess strategic, financial and operational challenges and identify where Amati’s involvement could be useful. The first conversation establishes the nature of the problem and whether our capabilities fit your needs. Recovery options depend on the circumstances of the business.
No. Improving operations, building management depth and clarifying your goals can help long before a sale or transition. We start with where you are today.
Yes. We work with your team and existing advisors so business, ownership and recovery decisions stay connected. Where legal, tax or formal insolvency matters arise, we coordinate with lawyers, tax professionals or Licensed Insolvency Trustees as appropriate. Amati’s role is business advisory and implementation support.
We discuss your immediate concerns, objectives and the decisions ahead. We then determine what information is needed, whether Amati is the right fit and what an initial assessment could cover. Scope, responsibilities and fees are agreed before work proceeds.
Implementation support can form part of the engagement. We agree how the partners will work with your management team, which actions each party will own and how progress will be reviewed. The scope is tailored to the needs and resources of the business.
START A CONVERSATION
Whether you are dealing with immediate business pressure or planning ahead, start with a confidential conversation about your situation and priorities.
info@amaticapital.com ↗A confidential, 30-minute conversation with an Amati partner to understand your situation, explore your options and identify a practical next step.