Selling your own company could easily be the largest and most complex transaction of your career. Our Wealth Planning team can help you navigate the process while taking your future financial, estate planning and charitable giving plans into account – so you can focus on managing your business. 
 

Pre-transaction planning

Any offer to buy your business will inevitably raise questions. We can help you understand the details, evaluate your options and consider the implications. At the same time, we can factor in your future spending requirements, along with any plans you have for passing on your wealth or making charitable donations.

 

Wealth planning

A comprehensive wealth plan starts with us obtaining a thorough understanding of your long-term goals and what is important to you. Our team is able to assist you in areas such as estate and trust planning, life insurance and philanthropy. We can also work with your existing legal team, accountants and other advisors – helping them gain a full understanding of your circumstances, needs and objectives, so they can give you more informed advice that suits your overall wealth strategy.

 

Investment management

How can you manage the proceeds of your sale and give them a chance of future growth? We can work with your Relationship Manager to help you:

  • understand and evaluate your cash management options;

  • build and implement an investment strategy that suits your individual needs and objectives; and

  • give you access to sophisticated liquidity and financing solutions.

 


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