You didn’t build your business by chance. You built it through effort, risk, and vision—often with little guidance and plenty of grit. Now, as you begin thinking about stepping back, one question rises above the rest: what comes next? I’m Conor Amyot, and I help business owners turn that uncertainty into strategy with tailored business succession planning that prioritizes not only value but peace of mind.
Whether you plan to keep the business in the family, sell to your management team, or exit to an outside buyer, I help you transition with confidence—on your timeline, your terms.
A succession plan built around you—not a spreadsheet
Succession planning isn’t just about valuation and exit clauses. It’s about people, timing, emotion, and the life you want after the business. That’s why I start by listening. What matters most to you? Who do you want to take over—and why? What kind of lifestyle are you hoping for after the transition?
I ask the right questions early, so the answers shape your business exit strategy with clarity and confidence. We don’t rush the process. We build a roadmap that reflects your values and avoids the kind of last-minute decisions that lead to regret.
Confidence through structure
Selling or transitioning a business can be one of the most chaotic phases of your financial life. I bring stability and structure to that process. Whether it’s working through shareholder agreements, tax optimization, or succession discussions with your team or family, I coordinate the moving parts so you don’t have to.
We’ll look closely at whether you qualify for the lifetime capital gains exemption, review business structures, and ensure your personal financial plan is ready to support life after business ownership.
What sets my approach apart
As someone who works closely with families during emotionally charged financial transitions, I know how deeply personal these decisions can be. I help business owners feel supported—not just in the numbers, but in the human side of letting go. Clients value my transparency, fast response times, and calm presence during what can feel like a storm of legal, financial, and emotional complexity.
And because I stay involved for the long haul, you never have to re-explain your story or worry about handoffs. I’m your partner from the first conversation to the final signature—and beyond.
Fewer handoffs. More clarity.
One of the biggest challenges in succession planning is feeling like the middleman—bouncing between accountants, lawyers, and advisors. I eliminate that disconnect by coordinating with your full professional team, keeping everyone aligned and working toward the same outcome: a smooth, tax-efficient, and values-aligned transition.
When it comes to succession, your voice is the one that matters most. My role is to make sure it doesn’t get lost in translation.
Preparing your business—and your buyer
Your business is worth more than what’s on paper. Before any transition, I help you prepare it for the next chapter. That might mean:
- Identifying ways to improve profitability
- Highlighting strengths to attract serious buyers
- Updating key agreements and contracts
- Positioning the business for future growth under new leadership
Whether you’re selling to a third party or preparing a family member to step in, I help make sure the business is as ready as you are.
Smart tax strategy for maximum value
You’ve put in the work—now it’s time to protect what you’ve built. From capital gains exemptions to income-splitting opportunities, I help you design a plan that maximizes the after-tax value of your exit. Every dollar matters. My job is to help you keep more of them.
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:
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
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
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