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Understanding current and future business objectives & challenges |
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Corporate cash planning |
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Tax Planning Strategies (owners’ income - i.e. dividends versus salary) |
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Corporate investment portfolio selection |
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Owning a building versus leasing |
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Corporate risk management |
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Analyzing current life and disability insurance on key people |
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Ensuring corporate liability insurance is in place |
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Developing strategies for potential creditor protection |
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Estate Planning |
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Feasibility of an estate freeze |
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Use of trusts (living and testamentary) |
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Equalization among heirs |
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Spousal income strategies |
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Business succession planning – assist in developing owners’ retirement plan |
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Facilitating the succession process |
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Ideas and strategies for selling a business |
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Explain valuation methods & tax ramifications of various strategies |
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Assist in negotiation strategies for sale to new owners |
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Design the process and materials for buyout meetings |
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Chair and/or mediate family meetings for family owned business |
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Facilitate employee buyout strategies |
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Develop equalization strategies for children not part of a family business |
