Our Services

What we Do Best

Tax Planning for small and mid-size Businesses.

How We Can Help You

Tax Planning for Business Owners – This includes advising business owners on how to optimize their capital structure, protect their invested capital, establish family estate planning structures, transfer ownership of businesses to the next generation, and prepare for a sale to maximize the realization of the Capital Gains Exemption.

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Business Sales

How to prepare your business for sale in a manner that conveys organization and in-depth knowledge of the business.

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Employee Incentive Plans

Establishing equity or profit-sharing participation for key employees who are essential to the business.

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Business Expansion

Financing using banks, equipment financing sources and private equity. Acquisitions and mergers. Preparation for negotiations.

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Intellectual Property

Protecting the business’s proprietary information through trademark and copyright; and licensing intellectual property.

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Governance

Advising larger organizations with respect to proper governance procedures and public accountability.

Process

Try Our Strategic Process

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Preparation

We don’t shoot from the hip. Successful outcomes are the result of 10% inspiration and 90% perspiration. Careful thought and preparation is part of all of our interactions with clients to provide the best chances of successful outcomes.

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Roadmap planning

We take the time to ensure that the client understands what we are working to achieve, how we will get there and what bumps along the way we need to anticipate.

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Execute & Monitor

We work hand in hand with the client along the way to ensure that the client understands and carries out what needs to be done.

Track Record

Noteworthy Transactions

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Restructuring the intercompany dealings between a Canadian manufacturer and its captive finance company and negotiating revisions to $400 Million of the finance company’s debt to utilize in excess of $100 Million of losses in the parent company.

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Representing the seller of a $30 Million road paint manufacturing business.

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Advising a 20 person minority shareholder group on its participation in a $40 Million purchase of a general insurance agency and subsequently representing the minority group in the sale of the agency to a major US broker;

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Assisting in the structuring of a $17 Million merger of two general insurance brokerages and representing one of the merging parties on the transaction and financing by a Canadian Chartered Bank;

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Advising a 50% shareholder that was facing an “oppression” remedy threat from his co-shareholder, and negotiating a “shot-gun” buy-sell agreement, resulting in the client purchasing the business.

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Advising a 50% shareholder of a 20 person professional services firm whose other 50% shareholder was attempting to buy her shares at a discount resulting in our client being the buyer.

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Structuring a cross border transfer pricing arrangement between a US manufacturer and its integrated Canadian subsidiary to create a profit sharing pricing system (not then accepted as an OECD approved transfer pricing method) and negotiating acceptance of the arrangement with the Canadian Department of Finance and Revenue Canada.

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Representing a Canadian insurer in a $32 Million purchase of a US life reinsurance company;

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Representing a foreign insurer on the $78 Million sale of its Canadian insurance subsidiary to a private equity group;

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Advising a 30+ person minority shareholder group on the sale of a $Billion company to a private equity group

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Representing a Canadian manufacturer on the $550 Million (combined debt and equity) sale of its captive finance company to a US financial institution;

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Preparing comprehensive governance mandates for P&C insurers and large private corporations

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