Our Services
Executive Solutions to Corporate Challenges.
Organizational Health Assessment (OHA)
A health check for your company to ensure it's firing on all cylinders.
Our Organizational Health Assessment is a comprehensive set of 90+ questions about the 8-core pillars of business.
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After completing the questions, we generate a report with recommendations to improve any deficiencies you might have to ensure your business is operating as efficiently and profitably as possible.
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An OHA is a valuable tool, offering great ROI. A 3rd-party, outside perspective can identify what you're excelling at as well as find any blind spots you may have missed. Often when you are working "in" the business day-to-day, you can overlook some of the critical things that should be done.
These areas of improvement can lead to amazing opportunities for improving efficiencies, growth and profits.
An OHA is an investment into your future. Just like your vehicle or even yourself, everything needs an occasional check-up and maintenance to ensure optimal results. Your business is the same.
Legacy Planning
Legacy planning is a newer term that essentially covers both estate planning and succession planning.
Ultimately, your business is your retirement plan, so it is important to ensure you are doing everything you can to grow and preserve your equity and wealth.
Just as important to creating wealth is designing a plan to pass it down to the next generations.
Who will take on your business operations and how?
Will it be sold to outside interests? Have you done everything possible to increase its value?
IWG Corporate Services helps you craft a custom plan that maximizes your legacy while reducing the impact of taxes, so your loved ones and your business are properly taken care of.
Strategic Planning
Strategic planning is essential when you are looking to grow or scale your business. It should entail research and financial reporting, inclusion of short & long-term goals and input from all important stakeholders.
We find that having a 3rd-party perspective on strategic planning helps business teams to take a more wholistic approach and identify potential issues or growth opportunities that may not be obvious from the inside.
Business owners without the time or resources to devote to strategic planning will appreciate having the IWG Corporate Services team behind them to craft a suitable plan while they continue to manage the day-to-day operations.
M&A Preparation
Merger & Acquisitions are major events in a business and having a proper strategy is crucial to making informed decisions.
We help businesses properly prepare their business for potential acquisition, merger or sale and we also help ensure targeted businesses are properly assessed to avoid buyer's remorse.
We assist in how to structure deals, offer shares or merge workforces and assets for optimal efficiencies.
There are many hurdles and legal procedures to follow when navigating Merger & Acquisitions deals.
IWG Corporate Services will assist business owners through the steps and potential pitfalls in the process.
Infinite Banking - IFA
An Immediate Financing Arrangement (IFA) (sometimes also called "Infinite Banking") is an amazing tool for
incorporated business owners and entrepreneurs to secure life insurance (for their business) and utilize
the policy as collateral to access new capital to further business and wealth growth.
Most business owners want protection for their corporation and families (in the form of life insurance coverage) but are hesitant to tie-up their liquidity in case other business investment opportunities arise.
IFA's offer the perfect solution. They are a unique asset class that allows incorporated individuals or businesses to purchase protective life insurance, paid for by the corporation. In return, you can leverage the value of the insurance plan as collateral for 3rd-party business loans for any variety of business investments, with the interest being tax deductible.
You can use the proceeds towards renovations, capital investments, real estate or hiring more employees. An IFA is unique for each situation, so if this sounds interesting to you, book an appointment with the IWG Corporate Services team and we'll be happy to see if your situation qualifies.