You’ve built your business from the ground up, taking risks, solving problems, and creating something that matters. Now, as you prepare for the next chapter, the question becomes how to transition what you’ve built with purpose and precision.
At Schiller, Spence & Associates Private Wealth Management, we specialize in business succession strategies that help you preserve value, strengthen continuity, and achieve your goals with confidence.
With offices in Lloydminster and Edmonton, we guide business owners across Alberta and Saskatchewan through selling the business, planning the transition, and creating a legacy that lasts.
Structure and planning
We help you define what success looks like, then build a structured plan that supports it. From private business sale preparation to business exit strategy design, our process coordinates every moving part, corporate structure, tax strategy, estate planning, and investment management, so your transition unfolds seamlessly.
As part of our advice-first, full-picture planning model, every decision is measured, purposeful, and built to maximize long-term value.
Positioning your business for success
Selling the business or passing it to family both require strategic preparation. Our team helps you identify opportunities to enhance profitability, eliminate inefficiencies, and highlight your strengths to potential buyers. Whether you’re preparing for a third-party sale, a management buyout, or an intergenerational handoff, we help ensure your business is structured to command full value. Through detailed financial analysis and collaboration with legal and accounting professionals, we position you for the most successful outcome possible.
Tax-efficient transitions
Every dollar counts during a business exit. We design tax strategies that protect more of what you’ve earned, leveraging tools such as the Lifetime Capital Gains Exemption, income splitting, and corporate restructuring to reduce your overall tax burden. Our business succession planning process ensures that all strategies align with your broader financial plan, so your wealth continues to work for you and your family well after the transition is complete.
Choosing the right path forward
No two exits look the same. Some owners plan to keep the business in the family, while others prepare for a private sale of the company, marking the next chapter of their lives. We help you explore all options, comparing the financial, tax, and emotional impact of each. Whether you decide to sell, gift, or partially transition ownership, we build a customized roadmap that balances fairness, efficiency, and long-term security for everyone involved.
IG Private Company Advisory
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.
Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:
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Selling or acquiring a business
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
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Strategic advisory
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
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Raising capital
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions