Business owners
Strategies for corporations and business wealth.
Your business is often your most important asset. We help you manage its surplus cash, structure its wealth and prepare its transition or sale.
Our approach connects the company’s wealth to your personal wealth, in one unified tax and financial strategy.
How we work
Cash management
Growing the company’s surplus prudently.
Corporate structure
Holding company, trust: optimizing how assets are held.
Business transition
Preparing succession or sale, in tax and human terms.
Unified wealth
An integrated view of personal and corporate.
Your questions, answered.
Several strategies exist — corporate investments, insurance, a holding company. We determine the most efficient approach based on your tax situation.
Ideally several years in advance. We coordinate the structure, the taxation and the reinvestment of the sale proceeds.
Ideally several years ahead: optimizing the structure, purifying the company to access the capital gains exemption, and planning the reinvestment of proceeds. We coordinate this work with your transaction advisors.
It is a tax exemption (with an annually indexed limit) that applies to the sale of qualifying small business shares. Well planned and, where possible, multiplied among family members, it can significantly reduce tax on a sale.
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.