No two situations or businesses are the same, and we understand how planning for a business transition can be complicated, challenging and emotional.

No matter which life cycle stage your business is in, the crucial decisions you make each day may have far-reaching impacts on your business. Protect what you’ve worked so hard to build by having the right plans in place to help achieve your goals and prepare for the future.

As an Investco Financial client, you have access to a range of services and potential solutions catered to your needs and those of your business or corporation. Your dedicated advisor and our team of specialists work alongside your professional tax and legal advisors to consider and implement planning that fits your objectives.

Solutions for your business needs

Your planning decisions can be multifaceted and complex, requiring in-depth expertise. Investco Financial can help you at every stage of your journey—from business structure, tax considerations and planning for the unexpected to succession and transitioning into a well-funded retirement.

Our corporate consulting services and solutions may be ideal in areas such as:

• Managing business and personal assets

• Investing on behalf of a business or corporation

• Considering tax efficiencies for business assets

• Attracting and retaining top talent and protecting key employees

• Managing risk and preparing for the unexpected

• Planning for business succession

• Planning for retirement

What should your business plan include?

We’re here to help encourage a smooth transition for your business, whether it’s selling or transferring to a family member, a management buyout, a partner or shareholder buyout, or selling to a third party.

Together, we can create your business succession plan, which may include:

• Potential strategies to transition from your business in a tax-effective way.

• Strategies or options to fill any gaps in your existing plans.

• Possible retirement savings solutions for you or your key employees.

• Overall financial and contingency planning to help protect you and your business.

Prepare your business for continued success

The decisions you make affect the success of your business, so decide to protect it today and for years to come. We can work with you and your trusted professionals to help prepare your organization for the unexpected and plan for the future.

Corporate insurance may help you

• Create additional wealth for your company through tax-deferred growth

• Reduce your company’s taxable income and help lower capital gains liability

• Facilitate a smooth transition and protect the company’s liquidity

• Make funds available to carry out a business succession plan when you retire or pass away

• Mitigate costs associated with the loss of key personnel

• Encourage employee retention and help protect your company