Family businesses represent years of work, family identity, shared sacrifice and future opportunity. That makes planning especially important when ownership, leadership, retirement and wealth transfer start to overlap.
Brodie Curtosi & Associates Private Wealth Management helps family business owners and entrepreneurs in Waterloo bring more structure to those decisions.
When business and family overlap
A business plan can quickly become a family plan.
You may need to think through:
- Who will own the business next
- Who will manage day-to-day decisions
- How family members will be treated fairly
- What happens if you step back
- How the business supports retirement
- How tax planning affects the transition
- How your estate plan reflects the business
Planning before transition
Succession works best when there’s time to prepare.
That may mean reviewing corporate structure, shareholder agreements, insurance, valuation, retirement income, tax strategy and estate planning before a sale or family transition is underway.
As a business financial advisor, we help connect those pieces so decisions aren’t made in isolation.
A steady voice in sensitive conversations
Family business planning can bring up questions around control, fairness, responsibility and timing.
Some children may be involved in the business. Others may not. Some may want leadership. Others may need support in a different way.
Clear planning can help reduce confusion and give everyone a stronger sense of what comes next.
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