What's Included
- Succession & Exit Planning: A clear plan for who takes over your business, when, and how, whether it's family, partners, or a third-party buyer.
- Tax-Efficient Wealth Transfer: Strategies to minimize the tax impact when transferring assets to the next generation, including estate freezes.
- Business Continuity Planning: Planning for what happens to your business if you're no longer able to run it: management succession, key roles, and operational continuity.
- Retirement Income Planning: Strategies to fund your retirement from your business: RRSP, IPP, capital gains exemptions, and corporate investment portfolios.
This service is ideal for
- Business owners approaching retirement without a succession plan
- Families with significant assets and no estate tax strategy
- Business partners who need buy-sell agreements and key person planning
- Anyone who wants to ensure their family and business are protected
Getting started is straightforward
- Discovery call: We discuss your family situation, business ownership, and what you want your estate plan to accomplish.
- Plan development: We develop a comprehensive estate plan covering tax strategy, succession, insurance, and wealth transfer.
- Implementation & coordination: We work with your lawyer, insurance advisor, and financial planner to implement every element of the plan.
