At Sacco & Associates Private Wealth Management, we specialize in financial advice for business owners who are ready to turn business success into personal wealth. As a financial advisor for business owners, we understand how owners think about growth, debt, risk, and exit timing.
Our approach to financial advice for business owners connects corporate realities to personal outcomes. Business income, retained earnings, shareholder structures, tax strategy, and estate design are coordinated into one clear roadmap. As a business financial advisor team, we focus on helping you align succession planning, retirement planning, and wealth transfer with the real value of your company.
This is planning built for the next chapter.
As a financial advisor for entrepreneurs, we look beyond surface-level planning. We evaluate how corporate decisions affect personal wealth and how personal goals influence business strategy. Each business financial advisor conversation integrates both sides of the balance sheet.
Our background across accounting, taxation, commercial banking, and business strategy shapes how we deliver financial advice for business owners. We understand cash flow pressures, credit structures, acquisition opportunities, and the timing of exits. That perspective matters when designing strategy that reflects how businesses actually operate.
Strong technical depth defines our role as a financial advisor for business owners. With accountant-trained professionals on our team, tax efficiency and estate coordination are built directly into every recommendation.
As a business financial advisor team, we synchronize tax integration, succession and exit strategy, and retirement and estate planning into one comprehensive framework. Investment strategy, retirement planning, and wealth transfer work together, supporting long-term clarity and stability.
With more than 45 years of combined experience across complex market conditions, we bring structure to important decisions and keep owners aligned with long-term objectives.
For many owners, their company represents the majority of personal net worth. As a financial advisor for business owners, our role is to convert that enterprise value into sustainable personal wealth.
We focus on preserving, growing, and transferring wealth with intention. Through integrated planning, disciplined investment strategy, and coordinated tax and estate design, we help you move from active business leadership to lasting financial independence.
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.
Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
