Estate freezes, succession planning, and intergenerational wealth transfer strategies — designed to minimize tax and preserve the value of your business for the next generation.
Every strategy is built around your specific situation — your business structure, your family, your goals. One team handles the valuation, the tax plan, and the legal work.
Lock in the current value of your business and shift future growth to the next generation — minimizing deemed disposition taxes on death.
Learn moreStructure the transition of your business to family members, partners, or key employees in a way that's tax-efficient and fair to all parties.
Learn morePlan for the tax consequences triggered by death, emigration, or trust distributions under the Income Tax Act — before they catch you off guard.
Learn moreIndependent, CBV-prepared valuations for estate freezes, shareholder agreements, CRA filings, and post-mortem planning.
Learn moreMaximize the Lifetime Capital Gains Exemption through proper share structure, purification strategies, and crystallization planning.
Learn moreStrategies to eliminate double taxation after a shareholder's death — so more of the value reaches your family, not CRA.
Learn moreYou've built something worth protecting. Whether you're a business owner thinking about the next generation, a family in the middle of a transition, or an advisor who needs a team behind them — this is what we do.
Straightforward answers to the questions business owners actually ask.
We coordinate the business valuation, tax planning, and legal implementation from start to finish — so you're not the one managing three separate firms. You work with us, and we keep the pieces in step. If you already have a lawyer or advisor you'd prefer to work with, we integrate with your existing team seamlessly.
We start by understanding your business structure, family dynamics, ownership, and goals — before touching a spreadsheet.
We work directly with your trusted advisors — your lawyer, accountant, wealth manager, or insurance broker — to ensure the valuation and analysis supports the broader planning strategy.
Every component is handled by a credentialed professional — a Chartered Business Valuator for the valuation, a tax specialist for the planning, and qualified legal counsel for the implementation. Everything is built to meet CRA requirements and hold up under scrutiny.
As your business grows and circumstances change, we revisit the valuation, review the tax plan, and adjust the structure as needed — so your estate plan stays current and your team stays aligned.
Most business owners know they should be doing this — the hard part is figuring out where to start. You don't need to have all the answers before reaching out. Book a conversation and we'll walk through your situation, explain what's involved, and outline how the valuation, tax planning, and legal work come together — coordinated from start to finish, with no obligation.