Succession and Advisory Planning

We understand the challenges of running a business and can help you align your personal and corporate financial goals.

Working with our specialists from the BMO Business Advisory & Succession Planning team, we can help you at every stage of your business cycle. Our solutions will be closely tailored to your business and personal goals.

With the BMO Business Advisory & Succession Planning team, we can:

• Bring you access to banking, lending, financing, and point-of-sale payment solutions, plus full wealth planning services.
• Invest the reserve funds in your holding or operating companies or professional corporation.
• Help you withdraw money tax-effectively from your holding or operating companies.
• Manage cash flow requirements for your daily operations and growth trajectory.
• Manage other complex business challenges and personal wealth planning needs.
• Guide you through divestiture and succession planning.
• Collaborate with your accountant, lawyer, and tax advisors to:
  • Understand the tax implications of your investments and wealth plan.
  • Help you structure your company and its shares to maximize your tax planning.
  • Maximize legal tax optimization strategies.