We work with entrepreneurs everyday and understand the challenges you have overcome. We understand the complexity of your corporate structure and how all your entities play a role in your success. Whether you are transitioning to the next generation or monetising your business, we work with clients just like yourself developing a coordinated plan with our extensive team to drive tax planning opportunities and wealth maximization.

Have you asked yourself?

  • Should I pass my business to the next generation?
  • How do I avoid family conflict during the transition?
  • What is my business worth?
  • What do I do with my wealth after I sell my business?
  • Is there anything I can do ahead of the sale to reduce taxes, reduce stress and better prepare for the next chapter of my lift?

 

If these questions are on your mind, we can help. We work with these client situations every day and produce valuable options, alternatives along the way.