Business succession planning is one of the most important transitions an owner will face. We connect corporate value to personal wealth outcomes. Whether you are selling the business, preparing family leadership, or designing a long-term exit strategy, each decision is aligned with retirement, tax planning, and estate priorities.
Selling the business is both a financial and personal milestone. Our business succession planning process begins with understanding your timeline, valuation expectations, and long-term goals.
When selling the business, we coordinate tax planning, shareholder agreements, and retirement income structuring. A clear Business exit strategy ensures that proceeds are positioned to support personal wealth, family priorities, and generational transfer. Our accountant-trained professionals evaluate capital gains exposure, lifetime exemptions, and liquidity needs as part of your overall exit strategy.
A Business exit strategy reflects both corporate realities and family objectives. As advisors with experience across accounting, banking, and commercial strategy, we understand how owners evaluate growth, debt, and opportunity.
Business succession planning includes preparing financial statements, strengthening operational metrics, and aligning agreements to support a smooth business exit. A strong exit strategy considers whether ownership transfers to family, management, or a third-party buyer.Business succession is coordinated with investment planning, tax structuring, and estate design. This integration ensures that your business exit strengthens long-term financial
independence and legacy goals.
Business succession planning often involves family leadership. We help structure transitions that align expectations and support generational wealth transfer. Clear governance, ownership design, and estate coordination are central components of business succession.
This includes small business estate coordination, liquidity planning, and retirement structuring. Selling the business to family members or management teams requires disciplined evaluation of tax and financing structures.
Our team-based model ensures multiple professionals contribute to the strategy, providing depth in tax planning, estate integration, and investment management.
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.
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Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
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The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
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