Businesses

A profitable partnership

Are you self-employed, a business owner or a shareholder? Partenaire-Conseils Groupe Financier & Gestion Privée can leverage its know-how in the financial and business world for the benefit of your company. By outsourcing all your planning to a single firm, you gain a clearer perspective on your finances, which in turn will help you grow your wealth. There are no limits to your success.

Steps for a global vision of your assets

Diagnosis and financial plan development

To achieve your financial independence

• Identify your personal, family and professional goals
• Implement tax strategies
• Align your legal documents to meet your goals
• Review your investment strategy
• Forecast the value of your capital over time

Continuity planning

To ensure the sustainability of your business initiatives

• Establish a family council
• Identify your company’s key players
• Plan key player integration
• Propose a partnership plan based on your values
• Determine the financing details for the acquisition or sale of your business
• Set up a plan in case of illness or death

Coverage and transfer

To make your assets meaningful

• Review your legal documents
• Understand the tax impacts of a business transfer
• Use creative and personalized tax strategies
• Transfer your assets to the next generation
• Establish a planned donation strategy

Preparing for your meeting

Here are a few tips to help you prepare for your meeting:

• Set aside 60 minutes for the first meeting.
• Gather information on your company’s financial situation (financial statements, insurance protection, agreements, etc.).
• Speak up about your needs, objectives and the scope of the investment you want to make.
• Share your experience in planning, investment and insurance.
• Ask about management fees.
• Determine the frequency of your meetings.

With this information, your advisor can provide you with personalized strategies and a detailed financial plan.

To help you determine your needs and priorities, complete this assessment questionnaire and share it with your advisor during your meeting.