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
