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The people behind the plan

Business valuation, tax planning, and legal implementation — coordinated end-to-end by one team.

Nabil Jetha

Nabil Jetha

CPA, CA, CMA, CBV, CFF
Business Valuation, Litigation & Advisory

Nabil's work centres on business valuations for estate freezes, succession planning, shareholder agreements, transactions, and litigation. Owners and families come to him when the number on their business has to hold up — to CRA, to a buyer, to a court, or to the rest of the family.

Through estatetaxplanning.ca, he coordinates the valuation, tax planning, and legal implementation from start to finish, pulling in his team and a small network of trusted specialists as the work requires. The number, the structure, and the execution all line up, instead of being handed off between firms.

Chartered Business Valuator Chartered Professional Accountant Chartered Accountant Certified Management Accountant Certified in Financial Forensics

How we fit in

We don't replace your accountant or your lawyer — we work alongside them. Your accountant knows your tax history. Your lawyer handles the legal implementation. We bring it together: the independent valuation, the tax planning, and the legal work, coordinated through one engagement so nothing falls through the cracks.

If you already have a lawyer or advisor you'd prefer to work with, we integrate with your existing team. If you don't, we bring in the right people. Either way, one team coordinates the work — not three firms you have to manage yourself.

Why this site exists

I started this site because estate tax planning is something most business owners don't think about until it's urgent — and by then, the best opportunities may have already passed. The articles here are the ones I'd want my own clients to have read before the first meeting.

Let's talk about your situation

Whether you need a valuation, want to plan for the next generation, or just want to understand where things stand — we're happy to have the conversation.

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