Our Clients

Advising Business Owners

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.