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Understanding where you are today is critical to reaching where you want to be tomorrow.

Whether your focus is building company value, transitioning ownership, protecting retirement wealth, insuring against loss, reducing taxes or estate planning - Ivener Management Group brings an objective approach and proven expertise to provide solutions that protect your business, family and...future. 

Ownership Transfer & Management Succession

You can never plan early enough
or often enough, before it's too late.

Helping companies navigate the critical and challenging phases of the business life cycle is our specialty.  With insightful strategies, creative solutions and objective guidance, we make it our mission to assist you through every stage of the process.​

Business & Construction
Advisory

It's a Matter of Trust.

With years of experience and a reputation as the trusted advisor to the construction industry and others, we understand the risk that businesses take every day.  We pride ourselves in providing the discipline and focus to interpret and track what is important to your company.

Wealth Preservation &
Estate Planning

Planning is central to just about every aspect of business, and your estate is no exception to the rule.  

Providing thoughtful and tax efficient solutions for the protection of your family and company.
Because it's not a matter of if,
it's when. 

Transaction Services

Maximizing the success of an event.

We objectively evaluate your options and help facilitate the right deal for you, minimizing risk and maximizing value.

Advisory Board & Monitoring

Providing objective guidance with a level of accountability to reach your goals.

Working in tandem with our clients, we provide formal and steady guidance with advice to allow them to remain focused on strategic goals and successful results.

Employee Retention

Because people are your most valuable asset.

We help companies maintain, retain and incentivize employees - by helping design plans that secure the next generation of leadership and incentivize key employees.

Tax Advisory

Ensuring opportunities aren't missed.

On behalf of our clients, we look for unique and strategic opportunities that present themselves in the tax code, with a complete understanding of the regulations that govern them.  We're proud to help shape and improve our clients' tax environments, so that they can employ the right strategies to lower or defer taxes and to gain the highest level of tax efficiencies to meet their strategic goals.

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