Estate & Succession Planning

Business succession and estate planning can result in significant, unintended tax consequences if not properly structured. Deemed dispositions on death, poorly designed estate freezes, or valuations that fail Canada Revenue Agency (CRA) scrutiny can erode the value you’ve spent decades building. Independent, defensible business valuations are the foundation of effective tax planning—supporting estate freezes, intergenerational transfers, and post-mortem strategies that preserve wealth and minimize tax liabilities.

We work directly with your existing team of trusted advisors—accountants, lawyers, and wealth advisors—to provide independent business valuations that support comprehensive estate and succession planning. Our role is to deliver the valuation analysis that informs critical decisions around estate freezes, deemed dispositions, and intergenerational transfers.

All valuations are prepared by Chartered Business Valuators (CBVs) in accordance with CICBV professional standards and are designed to meet CRA requirements for estate tax planning, post-mortem planning, and wealth transfer strategies.

If you require independent business valuations for estate planning, wealth transfer, or family succession, we are prepared to assist. Our CBV led valuations meet CRA requirements and support the tax-efficient strategies necessary for estate freezes, deemed disposition planning, and intergenerational business transitions.

We work collaboratively with your advisors to provide the independent valuation analysis that forms the foundation of sound estate and succession planning.