Business owners juggle many complex challenges at once and tend to understand risk better than most investors. With patience, respect, meticulous follow-through, and deep knowledge of you and your business, we can: Offer advice and assistance if you:
Help you access capital and need access to the full scope of our deal team,
Have cash trapped in a holdco,
Want to transfer wealth to your heirs tax-free,
Need advice on how to structure your shares or sell your company,
Lose a business partner through sudden death or a critical illness, or
Want to go public.
Work closely with your accountant to discuss the ideal structure for your corporation to net the most on an after-tax basis; for example, should you use a holding company? What layout should it have? We will align our strategies and work in synergy for your benefit. Help you to consider strategies for:
An Individual Pension Plan (IPP) if it is right for you,
Employee stock option plans,
Employee benefit plans, and
Corporate class tax deferrals to mitigate taxes in the current year.
Coach you to take advantage of one of the most underutilized, tax-efficient estate planning tools: insurance. When the time comes to step away from your business, we will:
Work with business succession planners, estate planners and business valuation experts to help you find a buyer.
Consult with legal and tax advisors to look at your business from all angles and manage your money in the best manner possible.
Help you create a reliable income stream for life from the proceeds of your sale.
Coach you to transition from driving forward as a business leader to moving comfortably into the next phase of life, confident about your financial future.