Business succession represents a significant shift, connecting business value with long-term personal and family outcomes. Planning organizes this transition into a clear framework that aligns timing with financial priorities.
Exit strategy and ownership transition
An exit strategy defines timing, value, tax exposure, and personal income design. A business exit strategy integrates shareholder agreements, insurance funding, and estate planning. Each succession plan is tailored to the owner’s goals and family dynamics.
Are you selling the business externally? Transitioning internally? Phasing out ownership over time? We organize these three paths into a roadmap, supported by coordinated advisors within our broader expert ecosystem, ensuring tax efficiency and legal precision.
Late-career transition planning
We focus on business owners and established professionals approaching transition, where financial complexity and decision impact are highest. Planning integrates succession, wealth extraction, tax strategy, and retirement design into one coordinated approach.
The goal is to convert enterprise value into durable, tax-efficient family wealth, supported by clear structure and a well-defined transfer roadmap.
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