Business transition

At CIBC, we have worked on business transitions and planning with many companies in different stages of growth and development. We have seen and helped business owners and executives successfully navigate their company’s evolution. Whether you want to grow your business through acquisition, realize capital by divesting all or a portion of the business or are thinking of selling your share of the business to pursue the next stage of your life or career, we can help.

Our team will work with your existing advisors to provide you with comprehensive advice to help make the transition even smoother for ongoing success.

Two business people looking at tablet

We understand that running a successful company doesn’t leave you a lot of time to develop a succession plan or exit strategy. In fact, our research shows that only a small number of shareholders and CEOs have developed formal succession plans or other exit strategies. We can help you create a cohesive plan to transition your business to new owners or realize the maximum value of its assets. 

It’s never too early to think about your succession plan or exit strategy. Proper business transition planning may allow you to:

  • Maximize the value of the business upon sale
  • Reduce the risk of loss to your retirement and/or estate capital
  • Take advantage of tax-planning opportunities by coordinating your business and estate planning
  • Create a smooth, secure transition that helps ensure the ongoing success and continued good reputation of your business under new leadership
  • Develop future plans regarding the ownership of your business (that is, sale to third party, family or management)

We are able to provide you with solutions to help maximize your business and personal wealth by bringing together a team of financial experts including a Relationship Manager, an estate planning specialist, mid-market investment banker, and wealth/ investment advisor.

CIBC Mid-Market Investment Banking

CIBC Mid-Market Investment Banking is one of Canada’s leading mergers and acquisitions advisors, providing  advisory and capital raising services to private companies valued over $10 million.

Learn more about mid-market investment banking.

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