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As a successful entrepreneur, simply running your business requires a significant amount of time and energy. At the same time, it’s worth the time investment to plan for the future – regardless of your vision for your business after you retire. Whether you wish to sell your business or pass on leadership of your company to someone else, through BMO Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company, working with your legal advisor, we can assist you with the development of a business succession strategy that helps transition the management and ownership of your business according to your wishes.



HOW WE HELP

 


 

When you’re ready to transition your business, we’re ready to help – from planning your succession to coordinating your complete financial picture.

GETTING STARTED WITH YOUR SUCCESSION PLAN

 

Succession planning can seem like an overwhelming process. In fact, if you’re like many business owners, you may not yet have a clear vision for what you want out of your business once you’re ready to retire. We can help you begin thinking about what you want to achieve, and the key decisions you’ll need to make to get there.

 

Succession planning can seem like an overwhelming process. In fact, if you’re like many business owners, you may not yet have a clear vision for what you want out of your business once you’re ready to retire. We can help you begin thinking about what you want to achieve, and the key decisions you’ll need to make to get there.

COORDINATING YOUR BUSINESS AND PERSONAL PLAN

 

Because your business and personal needs are intertwined, we will help you integrate your Succession Plan with your overall Wealth Management strategy.

 

Because your business and personal needs are intertwined, we will help you integrate your Succession Plan with your overall Wealth Management strategy.

 

A team of BMO Private Banking professionals can provide expertise in Succession and Tax Planning, Financial Planning, Investment Management, as well as Estate and Philanthropic Services.


From Our Experts - Succession planning tips for small business owners

FROM OUR EXPERTS

 


 

 

Succession planning tips for small business owners

 

Questions to address when retiring from your business

 

FROM OUR EXPERTS

 


 

Succession planning tips for small business owners

 

Questions to address when retiring from your business

 


OTHER SERVICES

 


 

See how our services can help address your wealth management needs.


CONTACT US

 


 

Let’s have a conversation about how
BMO Private Banking
can help you and your family.

 

 

 

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