Case Study: Helping a Company — and Its Executives — Through Transition

For many small business owners, succession planning and transitioning leadership to the next generation or new team of owners can present a multitude of challenges. When a client comes to us for guidance on these issues, we take an all-hands-on-deck approach by bringing in experts from our U.S. Commercial Banking and CIBC Private Wealth Management teams to evaluate the situation from all angles.

In the Winter 2019 issue of The Advisor, we presented a case study describing how we helped a major U.S. manufacturer through an ownership transition. To better understand how we can help you transition your business, check out Case Study: Helping a Company — and Its Executives — Through Transition (PDF, 1.1 MB) Opens a new window in your browser.