Business succession is about more than stepping away from a business.
It is about protecting what you have built, preparing for the next stage, and making sure your business, family, wealth, and future are considered together. We help business owners in Saskatoon and across Saskatchewan, Alberta, and Ontario plan for transition with more clarity and structure.
Whether you are preparing for a business sale, family transition, management buyout, or gradual exit, we help you build a succession strategy that supports each stage of the process.
Planning before transition
A business transition can take years to prepare properly.
Michael and Chelsea help business owners think through important questions early:
- What is the business worth?
- Who could take over?
- When do you want to step back?
- How will the transition affect retirement?
- What tax issues need to be considered?
- How will your family be protected?
Planning ahead can help reduce pressure when decisions become more urgent.
Family business and succession planning
Passing a business to family can be meaningful, but it can also be complex.
There may be children involved in the business, children outside the business, spouses, shareholders, employees, and tax considerations. Business succession planning can help clarify expectations, protect relationships, and create a more thoughtful transition.
We help you connect family goals with financial realities.
Private business sale
A private business sale can create opportunity, but it can also raise major questions.
The sale may affect your income, retirement plan, tax exposure, estate plan, investments, and lifestyle. Our team helps business owners prepare for the financial side of a sale so the proceeds can support your life after the business.
Business exit strategy
A business exit strategy should be connected to your personal financial plan.
That may include:
- Retirement income planning
- Tax planning
- Investment planning
- Insurance planning
- Estate planning
- Wealth transfer
- Charitable giving
Protecting value
Your business may be one of your largest assets.
We help you think through risks that could affect value, including tax issues, outdated agreements, insurance gaps, unclear succession plans, or estate complications. Planning can help protect both the business and the wealth it has created.
IG Private Company Advisory
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:
- Selling or acquiring a business
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:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
- Strategic advisory
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
- Raising capital
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions