Home Our Business Our Team Our Approach Our Values Our Services Individual Enterprise Estates and Trusts Privately Held Companies Family Enterprise Farming or Fishing Businesses Services to Advisors Resources Matters of Interest Connections Contact

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

Planning for the Tax Efficient Sale of a Business

The structuring of a business sale and the reinvestment of the proceeds can significantly impact the after-tax proceeds realized on the sale and on future earnings. The decision to sell assets rather than shares of a company has become increasingly complex when considering the benefits associated with the eligible dividend rules in conjunction with the $750,000 capital gains election. We can assist you with such decisions and structure the sale or your business to help ensure that after-tax benefits are maximized.