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We help secure your future with a carefully considered business succession plan.

Succession Planning
Planning for your future and the future of your business
An integrated approach
The business transition process
Unlocking the equity
Succession financing solutions
Succession financing solutions

A common concern that can postpone the succession planning process is the belief that potential successors lack the personal financial resources to purchase the business. However, it is often possible to structure a succession financing solution that does not require the successor to provide a large cash down payment.

We can provide business successors with single-source access to a wide array of creative business buy-out financing options through BMO Succession Financing Solutions. Our Succession Financing Consultants are experts in designing complex buy-out financing solutions for successful mid-sized private companies. We work closely with successors and their advisors every step of the way through the entire buy-out process.

Let us help you discover and put into action the ideal business transition plan for you and your business.

Meet With Us
Let us help you develop a comprehensive strategy for growing your wealth, and provide the services you need to put this strategy into action. Contact your Personal Advisor, or one of our specialists in your area.
 
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Discover if Private Banking is right for you. Contact an advisor.
Service Areas
Investment Management
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Platinum Banking
Succession Planning
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