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Services · Business

Corporate restructuring designed around where your business is headed.

We redesign corporate structures to reduce tax exposure, protect assets, prepare for succession, and support growth. Whether you're bringing in a partner, planning a sale, freezing value, or cleaning up a complex structure, we build the right framework behind the scenes. Restructure with intention. Reduce tax leakage. Protect what you've built. Prepare for what's next.

Signing corporate documents with a fountain pen

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

Common questions

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How long does a restructuring engagement typically take?

It depends on the complexity of the structure and the number of parties involved. Simple reorganizations can be completed in a few weeks. More complex structures involving multiple entities, legal coordination, and regulatory filings can take several months.

Do you work with my lawyer?

Yes. Restructuring often requires legal documentation. We coordinate directly with your legal counsel to ensure the tax strategy and legal execution are aligned. If you don't have a lawyer, we can recommend one.

How is this priced?

Restructuring engagements are priced based on scope and complexity. After an initial consultation to understand your situation, we provide a clear quote before any work begins.

Can you restructure if my business is already operating?

Yes. Most restructuring happens with active businesses. The process is designed to minimize disruption while achieving the desired tax and structural outcomes.

What if I'm not sure restructuring is what I need?

That's what the discovery call is for. We'll review your current structure, understand your goals, and tell you whether restructuring makes sense or if there's a simpler path.

Will restructuring trigger any immediate tax consequences?

When done correctly, most restructuring transactions can be completed on a tax-deferred basis. Part of our process is modelling the tax impact before implementation so there are no surprises.

Let us see if we are the right fit.

A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.

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