BUSINESS OWNER PLANNING
Building, protecting and transitioning your business with confidence.
Your business, your family and your financial future are closely connected.
What Business Owner Planning Covers
Starting and growing
Protecting what you’ve built
Supporting your team
Planning your exit
Our Business Owner Planning Areas
Comprehensive planning to help protect what you’ve built and move forward with confidence.
Protecting your business
Solutions may include:
- Key person insurance
- Buy-sell funding
- Business loan protection
- Continuity planning
Protecting owners and families
Solutions may include:
- Life insurance
- Disability insurance
- Critical illness insurance
Supporting employees
Solutions may include:
- Group benefits
- Health and dental
- Group RRSPs
- DPSPs
Succession and exit
Solutions may include:
- Family or partner transition
- Valuation considerations
- Exit strategy planning
Retirement and wealth transition
Solutions may include:
- Turning business value into personal financial security
- Retirement income strategies
- Wealth transfer planning
Working with other professionals
Solutions may include:
- Collaboration with the client’s accountant
- Lawyer and tax professionals
- An integrated planning approach
Why TWMC?
Every business is unique. TWMC begins by understanding the owner’s goals, challenges and vision for the future — before any solutions are discussed.
Diagnose Before You Prescribe®
Start with your goals, then explore suitable solutions.
Ready to plan for what’s next?
Let’s start the conversation.