We want shareholders to see the value of their holdings as liquid cash now.
Advice may include minimizing the cost of capital, the credit required, planning for mergers and acquisitions, implementation of measures to reduce the overall tax liability and to facilitate succession planning of a company.
In the next five years, 70% of owners of privately held companies in Canada will be exiting their businesses.
We specialize in assisting privately held companies or high net worth individuals on how to create more value in their businesses and for personal use.
We create more value in your business by using strategies developed to minimize or eliminate permanent taxes paid on dividends and bonuses. We can can also demonstrate tax efficient ways to liquefy your retained earnings.
How do you know if you need us?
Do you bonus out each year and pay permanent tax on the bonus?
Do you need a succession plan designed or implemented?
Do you build retained earnings in your company yearly from profits?
Do you provide shareholder loans to your business?
