Opportunities usually come knocking when you least expect it. So, it's best to be ready & prepared when it comes knocking on your door. Imagine someone approaching you to buy your business. It's too late to make it worth more. That's why it's important to operate a business like it's going to be listed for sale tomorrow. Don't put off implementing those growth plans, renovating the building or hiring the extra sales team members. Do everything you can now to get your business running in tip-top shape. When opportunity comes knocking, you'll be confident knowing your business is worth as much as possible without having to "get to work, ASAP" to improve it. That puts your future wealth in your hands and not someone else's. At IWG Corporate Services, we assist busy business owners get their growth plans in motion today for a better future. Our CEO, Jason Netherton, CLU has the top credentials in the industry to scale your business and plan for your future exit. Visit www.IWGservices.ca to discover more and start planning your future wealth today. #StrategicPlanning #SuccessionPlanning #MandA #SellYourBusiness #Entrepreneurs #ExitPlan #BusinessTips #CEO #BusinessOpportunity #FinancialPlanning #BusinessForSale #IWGCorporateServices
IWG Corporate Services
Business Consulting and Services
Kelowna, British Columbia 347 followers
IWG Corporate Services specializes in the professionalization of new and existing businesses throughout North America.
About us
IWG Corporate Services is a unique team of seasoned professionals providing executive-level solutions to business owners for their corporate challenges. We assist in business professionalization with Organizational Health Assessments, developing Strategic Flight Plans and providing solutions for bookkeeping & accounting, human resources, paralegal and legal services, estate planning, wealth management, insurance services and marketing & branding. We are the most versatile multi-family office in the Okanagan region and provide services throughout Western Canada and beyond. IWG Corporate Services helps you to build strategies for success in the following areas: Corporate Governance Assistance - Relationship Management (Partnerships) - Health of the Company - Corporate Governance Documents - Review & Develop HR Policies & Procedures Estate and Succession Planning -Wills, Powers of Attorney or Family Trusts -Planned Giving options -Representative Agreements Financial & Business Modelling - Bookkeeping and Accounting - Corporate Strategic Flightplans - Financial Structure for Growth - Analysis of Financial Statements - Assessment of Corporate Strategies -Bookkeeping and Monthly financial reports Ongoing Management Advisory: - Ensure Management & Advisory Teams are working towards corporate goals - Review Targets and Deliverables Marketing and Branding -Creating a distinctive brand package -building a marketing strategy -Social media content and scheduling -Business Development & Sales Administrative Assistance - Office and files organization - temporary assistance for maternity leave - preparing for special events, presentations, etc. This frees up business owners and their employees to actually do the work that the business offers, and do what they do best.
- Website
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https://iwgservices.ca
External link for IWG Corporate Services
- Industry
- Business Consulting and Services
- Company size
- 11-50 employees
- Headquarters
- Kelowna, British Columbia
- Type
- Partnership
- Founded
- 2020
- Specialties
- Operational Audit, Management Consulting, Corporate Governance, Financial & Business Modelling, Business Planning, Succession Planning, Ongoing Management Advisory, Business Consulting, Strategic Planning, Estate Planning, Business Brokerage, Business Development & Sales, Paralegal Services, Bookkeeping, Accounting, M&A Preparation, Scaling Businesses, and Capitalization
Locations
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Primary
1632 Dickson Ave
620
Kelowna, British Columbia V1Y 7T2, CA
Employees at IWG Corporate Services
Updates
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📈You've been trying to grow your business organically for some time, but it feels like your stagnant. Trying product or service improvements and more marketing are not producing the results you want. Is there a better way? One way to grow your business that is often overlooked is an acquisition. Finding another business that compliments your strategic goals can be a faster way to grow. You can gain new technology, new customers or markets and even some great employee resources. You might want to consider a Merger or Acquisition strategy to help your business grow and achieve it much faster than traditional methods. There can be numerous hurdles and roadblocks in an M&A strategy, so it's a great idea to get some professional help. Our CEO, Jason Netherton, CLU has the credentials, connections and experience you could use when considering a succession plan or an M&A strategy in your business. Visit our website at: https://lnkd.in/gDas5R4i for more details. It could be your fast track to growth and security for your future. #MandA #Mergers #Acquistions #BusinessGrowth #BusinessAdvice #StrategicPlanning #GrowingYourBusiness #CEO #CEOLife #CEOTips #BusinessStrategy #SuccessionPlanning #EstatePlanning #Wealth #WealthBuilding #IWGCorporateServices #BusinessServices #Executives #FractionalServices
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💲Buying or selling any business should involve due diligence. An OHA (Organizational Health Assessment) from IWG Corporate Services is an inexpensive way to get a great overall snapshot of where a business is at. For Sellers, quickly learn what areas of your business need strengthening to improve the value of your business before you take it to market. For Buyers, get a quick snapshot of what strengths a business has and where you might be able to improve it's value after you take possession. The OHA is a proprietary 90+ questionnaire administered by IWG Corporate Services and results in a written report and score on a business health barometer. This is a wise first step (and investment) in preparing a business for sale or for initial due diligence on a prospective business purchase. To discover more, visit https://zurl.co/mOcL and add the OHA to your M&A strategy. Our CEO, Jason Netherton, CLU is a specialist in helping business owners achieve their goals in creating and preserving generational wealth. Contact IWG today to get on board. #OrganizationalHealth #BusinessPlanning #BusinessStrategy #BusinessHealth #BusinessAssessment #CEO #CEOStrategy #CEOMindset #SuccessionPlanning #EstatePlanning #SellBusiness #BuyBusiness #Mergers #Acquisitions #MergerAndAcquisitions #MandA #RaisingCapital #SellingYourBusiness #BuyingABusiness #Entrepreneuers #Canada #BritishColumbia #BusinessExaminer
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What? 💸Someone just offered to buy your company? You weren't expecting that. Now What? Suddenly your world is in chaos because you don't know where to begin. So many business owners think they will get their business ready, once they decide to sell and retire or change their lifestyle. That's not a good strategy. You will likely leave money on the table, because you didn't start your selling strategy or succession planning early enough. 📆Preparing your business for sale often takes 2-5 years to ensure you're doing everything you can to drive up it's value and ultimately your equity when you leave. If you don't put that work in, then you will receive lower offers to purchase the business. It's not just a fresh paint job. It's ensuring you have systems and procedures in place, that your staff are empowered to run the business in your absence, that your financials are in order and have been for at least two years of operation, your operations manual is up-to-date and that you have thought about various exit plans to reduce your tax burden after selling. It's even more difficult if you are suddenly approached to be bought, out of the blue. You won't be ready and you may have to accept a much lower amount than you have in your head. 👉The time to start selling your business is years before you have to. Be proactive and let the experts at IWG Corporate Services guide you through the process now, so you will be ready anytime an opportunity comes through the door and you can maximize your nest egg. 👀Visit https://lnkd.in/gDas5R4i to explore the ways we will get you ready for sale and assist you through the process when the offers come. Our CEO, Jason Netherton, CLU is a certified advisor for business succession planning. Get in touch to begin creating the future you want! #SuccessionPlanning #SellBusinesses #BuyBusinesses #MergerAndAcquisition #MandA #BusinessPlanning #StrategicPlanning #Entrepreneuers #EstatePlanning #BCBusiness #OkanaganLifestyle #CityOfKelowna #FamilyOffice #FractionalServices #BusinessServices #IWGCorporateServices
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🙏Thankfulness should be part of everyone's' daily routine. One day a year seems inadequate. 😌As a business, we are thankful for all our clients who entrust us to find "executive solutions for their corporate challenges." We're also thankful for our team members who execute those solutions for our clients. ❤️We wish everyone a wonderful Thanksgiving long-weekend and hope you get to enjoy doing what you love with people you hold dear to your heart. What a great time to make memories you will be thankful to have for the rest of your life. 🌞Be sure to give an extra smile to all you meet and brighten a stranger's day and share what you can with those less fortunate. Be thankful for the bounty of the harvest season and for the things that bring you joy. 📆Our office will be closed on Monday October 14th and we will be back on Tuesday October 15th to serve the clients we are thankful for. #Thanksgiving #GivingThanks #CanadianThanksgiving #PlannedGiving #Holiday #Gratitude #IWGCorporateServices
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What are you waiting for? The longer you delay, the bigger the risk you're taking. Estate and succession planning are not always easy to prioritize, but the sooner you begin, the more peace-of-mind you will enjoy, knowing your loved ones and your business are taken care of. If you imagine the pain and grief your family will endure if you are "out of the picture" (especially if it's unexpected) you will NOT waste another minute getting this taken care of. Without planning in advance, you are only compounding the distress (and reduced financial security) of those you value the most. At IWG Corporate Services, our CEO, Jason Netherton, CLU is specially accredited with the expertise to help business owners prepare for their succession and planned legacy wealth. If you have been delaying, let us assist you in making it a priority so you can rest easy and get a great nights' sleep knowing your business and family are taken care of the way YOU want. Visit us at https://zurl.co/mZLz to learn more or contact us for an appointment to discuss. Let's get started and ensure your business and family are well protected. #SuccessionPlanning #EstatePlanning #RetirementPlanning #LegacyWealth #FamilyTrusts #PeaceOfMind #OkanaganBroker #Kelowna #KelownaBroker #FinancialPlanning #LifeInsurance #PlannedGiving #FutureProofYourBusiness #IWGCorporateServices
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This is a unique way to protect your business without losing the cost of premiums as a means to continue to invest and grow your business. If this sound of interest to you, click the link in the post or contact me directly to arrange an appointment to explore this option for your company.
💸Infinite Banking? Say what? This sounds crazy but its true. Also known as an IFA (Immediate Financing Arrangement) , Infinite Banking is a unique, under-utilized tool for individuals and business owners to secure life insurance that protects their family and business, while still leaving you access to capital for business investment purposes and potential wealth generation. You can have the best of both worlds; the security of life insurance and still access cash for business investment. As your policy grows, so too does your access to investment capital.💰 This opportunity is not for everyone, but it could be for you. 👉Visit https://zurl.co/TAlm for more details and book an appointment with one of our representatives to discover if your situation qualifies for this strategic business opportunity. 😌Imagine the comfort in knowing your loved ones are protected, while you continue to grow your business and legacy wealth. You owe it to yourself to investigate this option further. 📆Book your appointment today by clicking the link above. #IFA #InfinteBanking #LifeInsurance #InvestmentCapital #TaxStrategies #Entrepreneurs #IWGCorporateServices
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💸Infinite Banking? Say what? This sounds crazy but its true. Also known as an IFA (Immediate Financing Arrangement) , Infinite Banking is a unique, under-utilized tool for individuals and business owners to secure life insurance that protects their family and business, while still leaving you access to capital for business investment purposes and potential wealth generation. You can have the best of both worlds; the security of life insurance and still access cash for business investment. As your policy grows, so too does your access to investment capital.💰 This opportunity is not for everyone, but it could be for you. 👉Visit https://zurl.co/NSUS for more details and book an appointment with one of our representatives to discover if your situation qualifies for this strategic business opportunity. 😌Imagine the comfort in knowing your loved ones are protected, while you continue to grow your business and legacy wealth. You owe it to yourself to investigate this option further. 📆Book your appointment today by clicking the link above. #IFA #InfinteBanking #LifeInsurance #InvestmentCapital #TaxStrategies #Entrepreneurs #IWGCorporateServices
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Yes, you can write off your health and dental expenses for you and your staff with a Health Spending Account (or Health Trust). Call our expert advisor, Lisa to find out more.
December 31st year end? It's closer than you think. 2024 health and dental expenses may be able to be tax deductible. Business owners can customize a Health Spending Account. This flexible Plan makes Health & Dental Expenses tax deductible for owners, executives and employees. This can be used in lieu of a group benefit plan or as a top-up to an existing plan. Please contact me for an Information Package. #HealthAndDental #GroupBenefits #ProtectEmployees #FlexiblePlan #HealthSpendingAccount
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What if you didn't have to figure it all out from scratch? You could save time and resources to focus on what needs to get done. Having someone to guide you along, so you don't have to learn everything from the start would make your Merger or Acquisition go a lot smoother and faster. In the M&A world, there are many factors and variables to consider when structuring the best deal for both companies. At IWG Corporate Services we work with you and your team to speed up the process and ensure your interests are protected. Visit www.IWGservices.ca or call to book a free exploratory appointment. Our goal is to make your transition seamless. Image what you will accomplish when you don't need to start from scratch! #Mergers #Acquisitions #MandA #BusinessConsultant #Csuite #IWGCorporateServices