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Business succession

Turn your business succession into a strategy

Most owners wait too long: they focus on growth, and leave the business exit undefined.

We can help you:

Understand what your business valuation market realities look like
Define what you actually want from a transition
Align your business decisions with your personal financial goals
Build a roadmap that evolves over time

Organization and alignment

Business succession often feels like chaos, with accountants, lawyers, and valuators involved.

Everyone has advice to offer, and it’s not always aligned.

We step in as the quarterback in order to:

Coordinate your entire advisory team
Eliminate back-and-forth and conflicting advice
Keep every decision in sync with your end goal
Bring organization to complex conversations

Maximize what you actually keep

Selling a business is one thing.

Keeping the proceeds is another.

Tax is often the biggest variable, but we plan for it early by helping to:

Design your exit to reduce tax exposure
Plan around capital gains and available exemptions
Align timing with your broader financial plan
Coordinate every decision with your accountant

Find out what your business may be worth

Most business owners have a rough idea of their company’s value. Far fewer have a clear, objective estimate they can use for planning.

Request a complimentary interVal analysis to better understand your business value and what it could mean for your future.

To get started, book a meeting and mention that you’d like to request a free business valuation.

Think beyond the transaction

A business exit is not the end of the story, it’s a transition to a new chapter.

We help you connect it to what comes next, including:

How your business proceeds fund your retirement
How your wealth is structured after the sale
How your estate and legacy evolve
How your lifestyle is supported long term

A structured transition

Whether you are preparing for a transition, exploring a future sale, or looking for a Toronto business valuation, we help you understand your options before major decisions are made.

Our work helps support:

a smoother ownership transition
a more tax-efficient exit
a plan for managing liquidity so your wealth can continue supporting your life after the business

Through it all, we help ensure your business does what it was always meant to do: support your life, not leave you guessing.

Book a complimentary review to start planning your transition with more confidence.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

Are you a business owner starting to think about what comes next?

You may need to understand what your business is worth, when the right time to exit could be, and whether the next owner might be family, management, or an outside buyer.

Then there is the personal side: how much you will actually keep after tax, how the proceeds will support retirement, and what life looks like after the business.

Contact

Gaylor Tachauer & Associates
416-645-5191
GaylorTachauer@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

401 - The West Mall, Suite 100
Etobicoke, ON M9C 4Y5

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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