Our founder
meet the founder
Dr. Sean Robertson, CEPA
Founder. Educator. Author. Certified Exit Planning Advisor.
Dr. Sean Robertson is a Certified Exit Planning Advisor and the Founder of Tactical Succession (TS).
He is the author of two books and more than 25 articles published in Canadian national and provincial journals on the subject matter of succession and business valuation.
Sean achieved a strategic and successful exit, which was the first business sold in the brokerage he built and operated for 10 years.
Sean’s inquiry, process, experience, and evidence-driven approach to successions began in the profession of dentistry and expanded into the medical profession.
He is a Faculty member at the University of Toronto, where he has written and taught the business of dentistry curriculum for Canada’s premier dental school. He has also taught business curriculum at McGill University’s Faculty of Dentistry.
His career evolved as his intellectual property and thought leadership became sought after in succession navigation for founders and business owners in optometry, the manufacturing industry, the retail industry, and the trades.
Most firms advise around succession. We run it.
Succession Execution
He has spoken regionally, provincially, and nationally as both an advisor and informant for the five major Canadian banks and a multitude of professional associations on the subject matter of succession execution and business valuation.
Sean’s greatest capability lies in the distillation of complexity, emotional intelligence, and negotiation; three pillars of succession execution.
The creation of TS is the result of half a billion dollars in valued businesses and deployed successions he has handled personally. These have included eight and nine figure mergers, acquisitions, and exits.
“More planning and theory is not what we need to improve success.”
The Philosophy Behind Tactical Succession
Tactical Succession was built to help founders and families execute on succession and to reveal that the door of succession is as much an entrance as it is an exit.
Earlier in his career, Sean’s identity was closely tied to his work. Experience, awareness and mentorship reshaped that perspective into a principle he now carries forward:
“Purpose isn’t found in what you do; it is realized in how you do it.”
book a call
If you’re exploring succession, book an alignment call now. In this 90-minute call we’ll learn about your goals, your vision, and determine whether the TS process is a fit for you.