Business succession is one of the most important financial decisions you will make. Whether you are planning a private business sale, passing the company to family or preparing for a broader exit, the goal is to protect what you have built and make the transition as intentional as possible.
Building a clear exit strategy
A structured approach helps turn a complex transition into a manageable process.
- Defining your business exit strategy and long-term goals
- Evaluating timing for selling the business
- Aligning succession decisions with your personal financial plan
- Creating a roadmap for a smooth transition
Maximizing value from your business
Your business represents years of effort and investment. We help ensure you receive the full value for what you have built.
- Identifying opportunities to improve business value
- Positioning the business for a stronger sale outcome
- Coordinating financial and operational considerations
- Supporting a more efficient private business sale process
Managing tax during the transition
Tax planning plays a major role in business succession. A well-structured plan can significantly improve your outcome.
- Structuring transactions to reduce tax exposure
- Applying available exemptions and planning strategies
- Coordinating corporate and personal tax considerations
- Protecting proceeds from unnecessary tax loss
Start with a complimentary business valuation
Before you can plan a sale, succession or transition, it helps to understand what your business may be worth.
Through interVal, we can help you access a complimentary business valuation that gives you a more informed starting point for future planning. From there, we can discuss value-building opportunities, tax considerations and the steps that may help prepare your business for a successful transition.
Moving forward with confidence
With a clear business succession planning strategy in place:
- You understand your options
- You can plan your business exit with purpose
- You protect the value you have created
- You transition on your terms
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