We help business owners turn decades of effort into lasting legacy through strategic business succession planning.
Whether you’re preparing for a business exit, selling the business to a third party, or passing it on to family, our goal is to preserve your life’s work and maximize its value.
Planning your business exit with purpose
Transitioning a business is one of the biggest decisions an entrepreneur will ever make. Our team works closely with you to develop a personalized business succession strategy that reflects both your financial goals and your personal vision for the future. From optimizing tax structures to preparing your successors for leadership, we ensure your exit strategy is smooth, intentional, and financially sound. For some clients, that means structuring a private business sale to an external buyer. For others, it’s guiding a next-generation handover built on trust, clarity, and shared values. No matter your path, we help you define what success looks like and build a plan to achieve it.
Structuring a seamless transition
Business succession planning is about more than timing—it’s about ensuring the right people, structures, and strategies are in place. We begin with a full review of your corporate setup, shareholder agreements, and ownership structure, identifying opportunities to strengthen your business before any transition begins. We also ensure your business exit aligns with your broader wealth and estate plans, so the financial picture remains cohesive and protected. Our process integrates every piece of the puzzle—valuation, tax strategy, liquidity, and continuity—so you can move forward with confidence knowing nothing has been overlooked.
Maximizing the value of your business
Before any business exit, preparation is everything. We help uncover hidden value within your company by optimizing operations, improving efficiency, and highlighting the business’s strengths for prospective buyers or successors. Through careful financial modeling, we ensure your valuation reflects the true potential of what you’ve built. When it comes to taxes, strategy is key. We help you take full advantage of opportunities like the lifetime capital gains exemption and other tax-efficient structures that protect your proceeds. Every step is designed to maximize what you retain—because you’ve earned it.
Family transitions and continuity
For family businesses, passing the torch can be deeply personal. We help facilitate thoughtful discussions that clarify roles, responsibilities, and expectations, ensuring the transition preserves both relationships and results. By combining financial expertise with a deep understanding of family dynamics, we help clients in Lethbridge and across Southern Alberta create succession plans that balance fairness, sustainability, and legacy.
Selling the business
If you’re pursuing a private business sale, our team helps prepare your company to attract serious buyers and negotiate from a position of strength. From due diligence to contract structure, we coordinate with your legal and accounting teams to protect your interests every step of the way. The outcome is a transaction that feels less like an ending and more like a successful evolution.
Legacy beyond ownership
A well-planned business succession is about more than money—it’s about impact. Whether you want to support charitable causes, mentor the next generation of entrepreneurs, or create new ventures, we help you define the next chapter of your financial journey.
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:
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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
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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
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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