Bill Coxford

Portfolio Manager

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Contact Us

Succession Planning


Retirement Planning
We will help you to understand and plan to achieve the ideal retirement as you define it. The key is to diversify intelligently so that all your assets are not held within your business.
 
Business Succession Planning
Most business owners come to us after their liquidation event, and most people will only build and sell a company once. When the time comes to exit the business, we will:
  • Prepare your business or practice for sale.
  • Plan for a smooth succession to help you get the best possible return.
  • Work with BMO Private Wealth business succession planners, estate planners and business valuation experts to help you find a buyer if needed.
  • Consult with your existing legal and tax advisors to manage your sale in the best way possible, or can introduce you to trusted professionals.
  • Help you create a reliable income stream from the proceeds of your sale.
  • Understand the emotion and conflict involved in stepping away from the business that is your pride and joy.