Innovative and practical solutions to propel your business forward
- Tailored
Solutions designed to meet your unique business needs.
- Experienced
Seasoned professionals to lead you every step of the way.
- Strategic
Innovative strategies to help you gain a competitive edge.
Our business owner advisory solutions
Our highly skilled BMO Business Owner Advisory team, spread across Canada, works with business owners and their families to manage the intricate complexities of their business.
Asset protection strategies
Protect your business assets with strategies designed to mitigate risks. We can help you develop comprehensive asset protection plans to secure your hard-earned success.
Business transition planning
Planning for the future of your business is nothing short of essential. We can help you navigate succession, mergers, acquisitions and other transitions to ensure a smooth continuation of your legacy.
Strategic business planning
Our experts can help you develop clear strategies, set goals, and implement actionable plans to achieve sustainable growth and drive your business forward.
Risk management strategies
Managing risks is crucial in a dynamic business environment. Our experts help you identify potential threats, develop proactive measures and ensure your business remains resilient.
Financial analysis and forecasting
Make informed decisions with necessary and accurate financial insights. Our experts leverage comprehensive data analysis and forecasting models to optimize your business’ financial health.
Tax planning and optimization
Navigate complex tax landscapes with confidence as you minimize tax liabilities, take advantage of incentives and optimize your tax position.
Navigate business milestones with confidence
Tailored solutions for each stage of your business journey, from start-up to legacy planning.
Start-up
In the initial phase of intertwining personal and business endeavours, it is essential to manage cash flow, protect assets and make strategic decisions about incorporation. Our team offers:
Effective business banking and cash management- Strategic lending for essential capital
- Personal and business debt protection strategies
Start the conversation
Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.
Selling your business? We can help.
There are several considerations when transitioning your business to the next generation or selling. The BMO Business Owner Advisory & Succession Planning team offers:
- Guidance and strategies on the topics of business valuation, mergers and acquisitions, a sale, family transition and succession related events
- A specialized team with vast experience in helping business owners with business and family wealth planning
- Sophisticated wealth transfer, estate and integrated business succession planning strategies with your other trusted advisors
- Organization of the sales process and introduction to corporate finance experts
- Identification of strategic opportunities and potential risk exposure
Commonly asked questions
Start the conversation
Connect with a BMO Private Wealth professional about your needs.