Privately Held Companies
- Integration of Corporate and Personal Tax Exposure (for overall tax minimization)
- Tax Efficient Purchase and Sale of Corporate Assets
- Restructuring of Corporate Assets
- Wealth Preservation
- Shareholder Agreements
- Simplification of Corporate Structure
- Exit Strategy Planning for the Business Owner
- Planning for the Tax Efficient Sale of a Business
- Planning to Minimize Double-Tax Exposure upon the Death of a Shareholder
- Corporate Tax Preparation and Related Compliance
- Canada Revenue Agency Dispute Resolution
Exit Strategy Planning for the Business Owner
Whether a business owner is considering an outright sale, management buy-out or transition to the next generation, the structuring of the transaction can significantly impact its tax effectiveness. By assisting the business owner with exit strategy planning and structuring, we can help ensure that maximum value of business assets is realized through the transition process.

