We work alongside accountants, lawyers, and financial advisors to deliver estate freezes, business valuations, and succession planning for your clients.
We handle the valuation, the tax planning, and the legal implementation through one engagement — without displacing you from the relationship. We work directly with you and your client's other advisors to make sure everything fits together.
Whether you want to stay closely involved throughout the process or simply introduce us and let us handle it, we're flexible. The engagement is structured around what makes sense for your client and your practice.
Independent valuations prepared by chartered business valuators for estate freezes, deemed dispositions, shareholder agreements, corporate reorganizations, and litigation. Built to meet CRA requirements and hold up under scrutiny.
Estate freeze structuring, capital gains planning, prescribed-rate loan strategies, and trust planning. We work with your client's existing tax position and coordinate with their accountant on implementation.
Share reorganizations, trust agreements, shareholder agreements, and corporate resolutions — handled by qualified legal counsel and coordinated as part of the same engagement.
Call or email to describe your client's situation. We'll tell you whether we can help and what the engagement would look like — no obligation, no fee for the initial conversation.
We'll discuss the valuation requirements, the tax planning objectives, and the legal steps involved. If you want to stay involved in the planning process, you're welcome to — if you'd prefer to hand it off, that works too.
Your client works with us for the valuation, tax planning, and legal work. We keep you informed at each stage, and we coordinate directly with any other professionals involved — their accountant, their lawyer, their insurance advisor.
Once the engagement is complete, the ongoing relationship is yours. We're available for follow-up questions, future valuations, or plan reviews — but your client's day-to-day advisory relationship stays with you.
| Situation | What's happening |
|---|---|
| Estate freeze | Your client's business has grown significantly and they haven't frozen the value |
| Stale valuation | A shareholder agreement needs updating and the existing valuation is outdated |
| Succession planning | A business owner is approaching retirement and hasn't started planning the transition |
| 21-year rule | A family trust is approaching its 21-year deemed disposition date |
| Post-mortem planning | A death has triggered a deemed disposition and the estate needs a valuation and tax plan |
| Emigration | A client is leaving Canada and needs a valuation for the deemed disposition on departure |
| Reorganization or litigation | Your client needs an independent valuation for a corporate transaction or dispute |
If you're not sure whether a situation fits, call us. The initial conversation is always free and confidential.
Tell us what's going on and we'll let you know how we can help.