You’ve built a successful business; we help with what happens next

We work with business owners and entrepreneurs who have spent years and even lifetimes building their business. Whether you're looking to expand your business, sell it or pass it on to the next generation, we provide advice to help you understand your options, maximize value and create wealth.

Your business and personal needs are connected

From start up to transition, we can help ensure your decisions not only consider the business and its owners, but also your retirement and family’s legacy goals. We can help you:

Understand the key sources of business owner wealth

Consider the tax benefits of incorporation and why organizational structure matters

Plan how to grow and access your wealth most effectively

Business succession planning

Whether you sell outright or pass the reigns on to the next generation, our advisors and team of experts can help you plan for a successful transfer of your business, including:

  • Navigating the key tax issues associated with the purchase and sale of a business

  • Accessing the lifetime capital gain exemption – what are the criteria?

  • Understanding shareholder agreements and the potential restrictions they may place on your succession planning

  • Exploring how insurance can play a key role in succession planning

  • Building a well-diversified investment portfolio inside and/or outside the business that can continue to generate income for years

Business valuation

Through a partnership with interVal, we offer small and mid-sized businesses accurate company valuations and tools to help drive success. This is part of our advisory and lifestyle services collection. 

IG Private Company Advisory

IG Private Company Advisory provides owners of mid-market businesses (with annual sales between $20 million and $1 billion) with strategic and transaction advisory services, including: 

  • Selling or acquiring a business

  • Raising capital

  • Strategic advice 

Get in touch for a confidential review of your Business planning needs.

Client Testimonials

  • Marlin Reimer has been my trusted financial advisor since 2001 and has seen me through my wealth accumulation years and into my retirement and beyond. I have every confidence in his advice and have really relied on him over the years, especially in my recent transition to retirement. He has been the calm voice in many storms and has been there for me when I’ve needed him most. I highly recommend Marlin and his team for financial consulting services.

    Angela - Actuary & Assistant Vice President

  • I became one of Marlin Reimer’s clients shortly after I recommended he pursue a career in financial planning. I had a strong belief in his integrity, intelligence, work ethic and service orientation to recommend and do what was in my best interests. That belief was the foundation of our relationship back then and has stood the test of time. Family members and friends who I have referred to Marlin over the years are satisfied clients and I continue to recommend him to others seeking a knowledgeable, dynamic and committed financial advisor. It is a pleasure to watch someone excel in their career when they clearly have the passion Marlin has.

    Judy - Director, Human Resources

  • I have worked with Marlin for over 18 years and have trusted him to ensure our financial planning needs are met and managed for my family’s current and future goals. Marlin works with a high level of integrity and has shown on several occasions that he is truly looking out for our best interests. He is proactive, knowledgeable and always well prepared for our bi-annual meetings. I have no hesitation in recommending Marlin’s professional and courteous service.

    Alison - Product Specialist

  • Marlin has our best interest in mind. He took great care of our account while we were serving in Chad, Africa for the 3 years. Trustworthy and dependable.

    Doug - Missionary