| 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.
|