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 Business Owners
- Understand current and future business objectives & challenges
- Corporate cash planning
- Tax planning (owners income, dividends versus salary)
- Corporate investment portfolio selection
- Owning versus renting a building
- Corporate risk management
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Analyze current life and disability insurance on key people
Ensure corporate liability insurance is in place
Develop strategies for potential creditor protection |
- Estate Planning
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Feasibility of estate freeze
Use of trusts (living and testamentary)
Equalization amongst heirs
Spousal income strategies |
- Business succession planning - assist in developing a plan for business owners’ retirement
- Facilitate the succession process
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Ideas and strategies for selling a business
Explain valuation methods & tax ramifications of various strategies
Assist in negotiation strategies for sale to new owners
Develop the process and prepare materials for buy out meetings
Chair and or mediate family meetings for family owned business
Facilitate employee buyout |
- Develop equalization strategies for children not part of a family business
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