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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Wooding Group

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Transitioning Your Business

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5047
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Transitioning Your Business

Sale & Succession Planning

 

A woman relaxing on her boat at sea

Most business owners say that starting their company was the most important financial decision they ever made. The second most important financial decision? Exiting it.

A company – particularly one that is family-owned – typically represents more than half of the value of its owner’s estate at the time the owner decides to dispose of it. As a business owner, the advantage of using the divestible assets held within your company to ensure a carefree retirement can be huge.

A single statistic supports this observation. Few business owners – as low as 10% – have a written business sale or succession plan. If you are one of the 90% without one, we have a suggestion to make.

 

 Start a Conversation With the Wooding Group

 

Even if you have a sale or succession plan in place it makes sense to talk with us. The discussion is without charge or obligation, and the results might surprise you. We have rarely reviewed a business sale or succession plan that can’t be materially strengthened and improved.

We can help you maximize your corporate assets, organize your company for sale to a third party, transfer it to family members, or structure a management buy-out. An hour is all it takes to find out how to preserve, protect and maximize the value of what you’ve taken so much time and trouble to build.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.