Archives: Solutions

A sound plan can make a huge difference. When transferring wealth, concepts like a family trust or an estate freeze may be vital examples that ensure your children are taken care of and that they have access to wealth throughout their lives. Work with us to build a secure future for your loved ones.

Sold your business? We help you understand what comes next. Know what you’re getting into with sound advice from experts.

With a transaction as delicate and essential as the sale of your business, you need to make sure that you’ve crossed your “t’s” and dotted your “i’s”. By connecting you with a team of professionals, we help you identify risk areas, explore new business opportunities, and highlight the potential ramifications of certain decisions. Know what you’re getting into with sound advice from experts.

Measure your company’s performance with comprehensive business valuations.

One of the most popular ways to measure your company’s value is to calculate your enterprise value. Get a clear picture of your debts, cash reserve, market cap, and key person strategy with our thorough enterprise valuation. This allows you to negotiate your sale price and prepare for your transaction confidently.

Plan for every positive and negative contingency.

An exit strategy is a conscious undertaking that allows you to focus on collecting your timely wins and minimizing your losses. Our financial advisors can help guide your efforts towards determining the risk associated with an investment, trade, or business venture, especially those that can have an impact on your sale.

Be in the best shape for potential buyers.

The sale of a business may involve restructuring or adjusting your corporate structure. We help you find out whether or not your corporate structure is tax-effective when you’re getting ready to make a sale. By bringing in specialized accountants and subject-matter experts, we help you make the most of your corporate restructuring by minimizing your tax, avoiding legal liability, and protecting yourself and your assets.

Know about the tax implications of selling your business.

Before selling your business, it’s essential to understand what kind of tax you may owe and how much of it you’ll need to pay. This can be a key factor in price negotiations and ensure that you’ve taken the necessary steps to maximize your sale and the amount of money you can make from it. We can help identify obstacles, recommend solutions, advise on the benefits of share sale vs asset sale, and flag potential issues for you and your shareholders.

Plan for the next iteration of your business.

After years of blood, sweat, and tears, you want to assess the valuation of your business to ensure earnouts are a hit. That’s why we consider a thorough plan of business succession vital for any business owner. We’ll help you get a plan in place, analyze key people, and create a comprehensive strategy to ensure your business benefits from your lifetime of hard work.

Accomplish your goals with smarter debt management.

A low interest rate is often the decider when you’re in the process of taking on debt. It’s also important to consider the overall cost of borrowing and ensure that ultimately, your debt serves the overall needs of your business. When building an effective financial plan, we help you use your debt in the most effective way that maximizes your growth and secures your financial future.

Start your business off on the right foot.

When you’re growing your business, you’ll need to consider which corporate structure best sets you up for success in the future. With various legal and operational considerations, we can help you find out whether or not your current corporate structure is tax-effective and suggest strategies that minimize your costs, avoid legal liability, and protect yourself and your assets.