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企业业主咨询服务

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

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Innovative and practical solutions to propel your business forward

  • Tailored

    Solutions designed to meet your unique business needs.

  • 资深

    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.

  • 资产保护策略

    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.

  • 企业过渡规划

    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.

  • 风险管理策略

    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

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回答几个关于您财富规划需求的问题，我们的BMO私人财富专家将与您联系。

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Selling your business? We can help.

当您将自己的企业过渡至下一代或出售时，需要考虑一些方面的事宜。 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
  • 在帮助企业业主进行企业和家庭财富规划方面拥有丰富经验的一支专业团队
  • Sophisticated wealth transfer, estate and integrated business succession planning strategies with your other trusted advisors
  • 组织出售程序，并向您推荐企业财务专家
  • 确定实施策略的机会以及可能面临的风险

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Vice President, National Director of Business Advisory & Succession Planning

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Navigating the Process of Buying a 商业

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

常见问题

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与BMO私人财富专家取得联系，探讨您的财务需求。

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