Running a business creates opportunities, but it also adds complexity. Your income, taxes, and long-term wealth are often tied directly to your business decisions.
As financial planners for business owners, we help turn the success you’ve built in your company into a more coordinated personal wealth plan.
Connecting business and personal wealth
Your business and personal finances should work together. This is where a business financial advisor brings real value.
- Aligning business income with personal financial goals
- Structuring compensation and dividends effectively
- Coordinating corporate and personal investment strategies
- Creating a plan that evolves as your business grows
Planning for long-term success
Business ownership requires thinking beyond day-to-day operations. The goal is to turn business success into lasting personal wealth.
- Building a financial plan that supports your lifestyle
- Preparing for future transitions or exit opportunities
- Structuring wealth to support retirement and family goals
- Ensuring your plan adapts as your business changes
Improving tax efficiency
Tax is one of the biggest variables for business owners.
- Managing personal and corporate tax exposure
- Timing income and withdrawals strategically
- Integrating tax planning into investment decisions
- Supporting stronger cash flow through better structure
Managing risk and protecting what you have built
Every business carries risk. Planning helps reduce uncertainty.
- Reviewing insurance needs for business and personal protection
- Structuring assets to improve resilience
- Preparing for unexpected events that impact operations or income
Find out what your business is worth
Find out what your business may be worth and take the first step toward clearer planning for your future.
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