Protecting The Future Of Your Growing Business

Establishing a business and making it a success is not easy. Transitioning out of that business can be even more difficult. But, the decision to retire or move away from day-to-day management is one of the most important decisions you will make. A business transition plan is the first step in securing the future of your business and ensuring that your own personal retirement goals are met.

Creating a business transition plan can be a complex and lengthy process that requires a complete understanding of what you want your retirement to look like. It requires a team of experts who will work with you to successfully implement your plan.

I can work with your other trusted advisors (lawyer, accountant, CIBC business advisor or Commercial Banking Relationship Manager) to help keep your plan on track. Together, we will guide you through the complex transition process and keep your objectives front of mind.

A proper business transition plan will help you ensure the smooth transition of your company, provide you with financial security and protect everything you have worked so hard to achieve. Whatever the goal of your business transition plan, the key is to identify your financial objectives, start planning early and use the advice of a team of experts to ensure your company will continue to be successful.

Solutions For Business Owners

As a business owner, you dedicate long hours to making your company a success. But it can be difficult to stay on top of everything. Working with a team of experts can help you ensure that your business and personal financial needs are attended to, while freeing up more of your time to focus on your customers.

At CIBC Wood Gundy, we can offer a wide range of products, solutions and services to meet all of your needs, including:

• Employee benefit programs
• Retirement products
• Business transition planning services
• Corporate insurance products
• Financial planning
• Charitable giving options

Through our partners at the CIBC group of companies, we can also offer you banking solutions suitable for your business needs.

I would be pleased to meet with you to discuss your business objectives and establish a plan that will help you continue to build upon the success of your business.