Connect the structure to the decision
We consider what the business does, who owns it, where assets are held, and what you want to accomplish. A proposed structure should make sense for the company’s operations as well as its tax position.
- Review of operating and holding company arrangements.
- Tax planning for corporate reorganizations and asset transfers.
- Review of ownership changes and shareholder arrangements with legal counsel.
- Assessment of how property, equipment, or intellectual property is held.
- Tax considerations involving family trusts and professional corporations.
- Preparation for a business purchase, sale, succession, or retirement.
- Accounting coordination after an agreed reorganization is implemented.
Coordinate the financial and legal work
We help identify the accounting and tax implications of a proposed structure. Your legal advisors prepare the legal documents and advise on legal rights and obligations. Where other expertise is required, we coordinate the relevant work with your advisors.
Plan the ownership transition early
Selling a business, bringing in a partner, or transferring ownership to family can involve several financial decisions. We help you review the company’s records, assess tax considerations, and identify the work needed before a transaction proceeds.