You'll know it's time when one of these applies
- You're planning to sell your business
- You're bringing in a new shareholder
- You want to separate investments from operations
- Your corporation has accumulated passive income
- You're planning for succession or estate transfer
- Shareholders are parting ways
- You want to multiply or preserve access to the lifetime capital gains exemption
- You need to unwind or simplify an existing structure
We handle the technical design and implementation
- Tax-deferred asset transfers
- Corporate reorganizations
- Estate and succession freezes
- Holding company and trust structures
- Amalgamations and wind-ups
- Pre-sale and post-mortem planning
- Asset protection strategies
- Coordination with legal counsel
How we work through a restructuring engagement
- Structure review and tax exposure analysis
- Design of optimal structure
- Financial modelling of tax impact
- Coordination with legal counsel
- Implementation and compliance filings
This service is built for business owners who
- Have a corporate structure that was set up years ago and no longer reflects where the business is headed
- Are approaching a major transition: a sale, a partnership change, or succession
- Want to reduce tax exposure before it compounds further
- Need to separate personal wealth from business risk
- Are being advised to restructure but want a CPA who can lead the process, not just comment on it
