Business Succession Planning

A successful transition of your business will be a key step in achieving your financial goals

Your IG Consultant can help you navigate the transition of your business. Whether you sell outright or pass the reigns on to the next generation, your IG Consultant will guide you through the key decisions you need to make and help you to understand their potential impact to your financial well-being.

Our team of professionals can provide guidance on the many aspects of a business succession plan, including:

• Navigating the purchase and sale of a business

• Accessing the lifetime capital gain exemption - are you eligible?

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

• Minimizing the amount of tax you pay