Business Succession

Our IG Consultants will guide you through the key decisions to help you to understand their potential impact to your financial well-being.

We work with business owners and entrepreneurs who have spent years and even lifetimes building their business. When it comes to what happens next, it’s important to understand that everything is connected.

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 reins 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 Succession

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