For many small and medium sized businesses, tax is often an overlooked area. As business grow and/or transition from one generation to the next, we are able to assist owners and their advisors in determining the value of their business to facilitate the following:

• Stock based compensation
• Corporate tax planning
• Designing and implementing tax efficient corporate structures
• Establishing a holding company or family trust
• Corporate reorganizations
• Implementing an estate freeze
• Succession planning
• Preparing an exit strategy
• Creating a spousal trust
• Using and maximizing your lifetime capital gains exemption
• Transferring ownership to children
• Gifting and/or selling the shares of your company

Our experience and ability to provide an independent valuation opinion in advance of a sale, reorganization or other transaction can greatly reduce potential disputes between the transacting parties and the Canada Revenue Agency. In instances where an income tax dispute may arise in relation to valuation issues, we can assist business owners and their advisors by preparing reports responding to any inquiry or reassessment from the Canada Revenue Agency.