As part of a formal written plan, we provide strategies and recommendations for business asset protection, preservation and continuation (succession/transition). This is affected with an emphasis on tax efficiency of capital withdrawn from the corporation.

A typical business or corporate analysis would include:

  • Review of Shareholders Agreement.
  • Analysis of buy/sell funding strategies.
  • Protection/preservation of business and personal assets.
  • Creditor protection for personal capital at risk (e.g. Shareholder loans).
  • Succession/transition strategies including the use of insurance as a funding tool.
  • Review/analysis of Will and Power of Attorney documents, especially as compared to the intent of the Shareholders Agreement.
  • Tax-preferred withdrawal of capital from the corporation.