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企業主諮詢服務

Explore a world of possibilities with solutions that empower your business to seize opportunities, tackle challenges, and thrive in an ever-changing landscape.

聯絡專業人員

Innovative and practical solutions to propel your business forward

  • Tailored

    Solutions designed to meet your unique business needs.

  • 經驗豐富的投資人

    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.

  • 資產保護策略

    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.

  • 事業轉移規劃

    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.

  • 風險管理策略

    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

開始對話

Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.

聯絡專業人員

Selling your business? We can help.

將事業轉移給子女或出售時，有幾項必須考慮的因素。 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
  • 有豐富經驗的專業團隊，可協助企業主做全盤的事業與家庭財富規劃
  • Sophisticated wealth transfer, estate and integrated business succession planning strategies with your other trusted advisors
  • 出售流程安排並推薦給企業融資專家
  • 指出策略性時機與潛在曝險情況

相關文章

Read our latest insights on Business Owner Advisory Services.  

Business Owners
How to save for retirement when you’re running a 企業

Here are some strategies to help busy owners better prepare for life after business.

John M. Paniccia, CPA, CA, CBV, FEA

Vice President, National Director of Business Advisory & Succession Planning

Business Owners
Acquisition Financing: Important Considerations and Case Study

Things to consider when acquiring financing to purchase or buy-out a business.

Business Owners
Navigating the Process of Buying a 商業

Whether you’re becoming a first-time business owner or acquiring another, buying a business is a complex process we can help you navigate. 

Commonly asked questions

開始對話

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