Build Company Value. Protect Your Investment. Effectively Transition Ownership. Secure Your Future.
Together with you, we develop an understanding of where you are today in order to help you reach 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 a unique expertise to offer solutions that simplify and protect your business, family and future.
We are fully dedicated to helping you navigate the ever-changing financial landscape and other complex issues that you may face, always acting as the leading advocate for the financial health and wellbeing of your family and business.
At Ivener Management Group,
we don’t just do things for the sake of doing them; we do things right.
Ownership Transfer & Succession Planning
You can never plan early enough
or often enough.
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 & Tax Advisory
So you can run your company
instead of it running you.
Take your business to the next level. We combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.
Insurance & Estate Planning
Thoughtful and tax efficient solutions for the protection of your family and company.
Planning is central to just about every aspect of business, and your estate is no exception to the rule.
ADVISORY BOARD & MONITORING
Objective. Proactive. Accountable.
We know that measuring and improving your financial and operating performance is essential for building a stronger and more productive company. We proactively monitor your performance on an ongoing basis, by utilizing clean, concise and useful reports that demonstrate the current health of your business.
We then provide objective advice you can trust, to ensure your business is in the best possible financial condition and is taking the necessary steps to maintain that.
LIQUIDITY & RISK MANAGEMENT
You can never be too careful.
CONSTRUCTION ADVISORY
It's a Matter of Trust.
With years of experience and a reputation as the trusted advisor to the construction industry, we understand the risk that contractors take every day. We pride ourselves in providing the discipline and focus to interpret and track what is important to your company—we evaluate results, help you gain control of cash flow, and analyze backlog and overhead. We then provide you with objective advice to reach and maintain a more profitable standard. We work alongside your financial team, bringing expert insight to your financial strategy and guidance for its implementation.
We provide liquidity and risk management services as a part of our comprehensive approach to planning for the health of your construction company.
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It's a Matter Of Trust™