Discover strategic financial solutions designed to safeguard the future of your business. Whether you're planning for ownership transitions, mitigating risks, or optimizing taxes, our tailored services ensure your business thrives while addressing critical financial and operational needs.
Health of Owners and Key Employees
- Financing the future purchase of the shares of an ill or deceased partner
- Fair market value of the business and transfer between related persons (parents, children, siblings)
- Protection against potential economic losses in the event of a critical illness or death of a key employee
Financial Risk Control
- One-off and unplanned debt
- Key employee retention
- Protection of shareholders' personal property in the event of litigation
Tax Optimization
- Incorporation or partnership
- Strategies for optimal tax efficiency
- Retention of the Small Business Deduction
- Eligibility for capital gains exemption on shares of a private corporation
- Optimum compensation for the managing shareholder-owner
- Financing the managing shareholder's future retirement
- Financing methods for a business transfer
- Implementing a succession plan
- Updating the corporate legal structure
- Estate freeze
- Effective disbursement of the management company