How we can help support a business transition
Financial planning
Plan your next steps with help from our financial advisors.
Business GICs
Protect your sales proceeds with a guaranteed principal and return.
Get advice for transitioning your business
Business Money Builder
Build a strong transition plan for your business
Use Business Money Builder, our free online tool, to understand how ready you are to transition your business and recommendations to help you achieve your goal.
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A step-by-step plan to closing your business down in the right way
As a business owner, you’ll likely face a time in your life when you consider closing your business.
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Determining your exit strategy
Moving on from your business works best when it’s planned well in advance, giving you time to get everything in order.
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Maximize the value of your business before selling
Forward planning and preparation, ideally a few years in advance, will increase your chance of getting the very best price for your business.
Meet with a Business Advisor
Take advantage of our complimentary financial advice to help you reach your business goals. Whether you're looking to set your business up for success or planning for growth, our dedicated business advisors are here to support you every step of the way.
