Owning a business introduces layers of complexity that require coordination across corporate and personal structures. Agrawal Associates Private Wealth Management works with business owners to align enterprise value with long-term personal outcomes. We support entrepreneurs across Canada who are approaching transition, managing growth, or preparing for eventual succession. Planning reflects both the demands of the business and the evolving priorities of family life.
Strategy that connects business and personal wealth
Planning begins with structure. Corporate entities, holding companies, personal investments, and estate frameworks are aligned into one coordinated system. This includes tax-aware income design, succession planning, and retirement structuring that reflects how and when value will be realized. Each decision contributes to a broader strategy that connects business performance with long-term financial clarity.
Coordinated expertise for complex decisions
Business owners often require multiple layers of specialized advice. We work alongside tax advisors, legal professionals, and insurance specialists to ensure each element is considered within a unified framework.
Clients experience one coordinated relationship while the appropriate expertise is brought in as needed. This supports clarity during business transitions, ownership changes, and long-term planning.
Planning for late-career strategy specialization
For owners in the later stages of their business lifecycle, planning focuses on converting enterprise value into a usable form. This includes exit preparation, tax-efficient extraction strategies, retirement income design, and estate alignment. Decisions are evaluated in the context of both immediate outcomes and long-term family priorities.
Supporting globally connected business owners
Many business owners operate across borders or maintain financial ties internationally. Planning reflects these realities through coordination with cross-border tax considerations and an understanding of globally connected families building their lives in Canada.
Clarity for what comes next
Business ownership shapes your financial life in a distinct way. Planning brings organization to that complexity to feel aligned, intentional, and clearly understood across every stage.
Through IG Private Company Advisory, we add specialized depth for complex corporate decisions, including transaction planning, restructuring, and advanced tax coordination.
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:
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
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
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