Navigating challenges & growth
with clarity and confidence.
Entrepreneurs face a unique journey — full of opportunity, complexity, and change.
At Impact Wealth, we act as your financial guide, aligning your business and family wealth so every decision moves you forward with clarity and confidence. We connect your corporate strategy, investments, and succession goals into one coordinated vision.
As an independent firm, we offer access to solutions few firms can match — from a full suite of insurance solutions and Chambers Plan employee benefits to public, private, and alternative investments through Mandeville Private Client.
Our goal is simple: to help you and your business thrive — with clarity, access, and care.
Your Business Journey
Early phase
Early phase
You’ve secured your first business loan, signed a personal guarantee with the bank and are starting your first business.
Pro Tip
Did you know that only 50% of businesses see their 5th birthday?* Through proper planning you can reduce creditor risk that could see your bank taking your personal savings and even home in the event of business failure?
Growth
phase
Growth phase
Your business is well established and is generating extra income not needed for operations or for your lifestyle. You need to put the extra income to work tax-efficiently.
Pro Tip
Did you know that successful entrepreneurs often use a tax-efficient strategy involving investing in cash-building insurance as an asset class inside their Holding Company?
Maturity
phase
Maturity phase
You have grown a successful business and now is the time to consider exit options. Common questions include: what is my business worth? How do I find a buyer? Do I sell my shares or assets?
Pro Tip
Did you know that with proper tax planning you may qualify for the Small Business Lifetime Capital Gains Exemption that could allow multiple family members to receive over $1 million each tax-free through the use of a Family Trust?*