We're here to help you exit your business and design your future your way.
You’ve put in a lot of work into growing your business from a start up to a success story. What happens next? Let's explore some effective succession strategies that will help you be streamline planning and be fully prepared for your transition. Whatever that may be!
Estate and business transition planning are both vital to ensuring peace of mind around your financial affairs, through retirement and well into the future.
With many new Canadians entering the world of entrepreneurship, having a clear, strategic succession plan will be vital to ensuring long-term financial wellness.
There are four key issues to address when selling or buying a business; deal structure, valuation, vision and capital.
When two or more individuals own a business together, if one of the owners were to pass away, a spouse could find themselves in the position of being an unintended shareholder.
Explore the value of the unanimous shareholder agreement and how it can be a crucial strategy.
Estate freeze planning is one of the most common tax planning strategies available to business-owners in Canada to transition their wealth to the next generation.
Here's a breakdown of the good, bad, and costly habits that affect your credit score.
How to put together a succession plan to continue preserve your hard-earned success
Investing in a corporation is different than investing as an individual. Learn more about the tax implications that may impact you.
Sound advice for entrepreneurs and business owners who are selling their business and preparing for retirement.
New rules for taxation of corporate investments in 2019 might require a change in strategy for business owners.