Business Advisory & Succession



Taking care of your business and family
Creating inter-related wealth planning opportunities and strategies across your business and family can be challenging especially in changing times.

Getting started with your succession plan
It can be overwhelming to think about what you want out of your business when you retire or are ready to transition your business, but we can help you figure out what you want to achieve, and the key decisions you’ll need to make.

How we help with business transition
When you’re ready, your BMO Private Wealth professional will introduce you to the Business Advisory & Succession Planning team who will take the time to understand your family business, will work with advisors both inside and outside of BMO, and support you through this personalized process including:When you’re ready, your B M O Private Wealth professional will introduce you to the Business Advisory & Succession Planning team who will take the time to understand your family business, will work with advisors both inside and outside of BMO, and support you through this personalized process including:

  • Education on the sale or succession planning process

  • Pre-sale strategies and structuring

  • Valuation considerations and insights

  • Risk management strategies

  • Family and business governance matters

  • Family dynamics

  • Asset protection strategies

  • Integrated tax planning

  • Business transition planning

  • Wealth transition planning conversations