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.
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
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
Structure review and tax exposure analysis
Design of optimal structure
Financial modelling of tax impact
Coordination with legal counsel
Implementation and compliance filings
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.
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.
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.
Yes. Most restructuring happens with active businesses. The process is designed to minimize disruption while achieving the desired tax and structural outcomes.
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.
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.
Book a discovery call to discuss your current structure and what needs to change.
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