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Business Succession
Deciding what is going to happen to your business is such an emotional and difficult task.
- The Assets in your Holding Company?
- The lives that it will affect?
- The direction the business will take in the future?
The Value of your business at time of death can be pre-determined by ensuring that you make
some critical decisions with your financial advisor, accountant and lawyer today.
With only a $500,000 Lifetime Capital Gains exemption, business owners are faced with a difficult decision to;
- Relinquish control,
- Sell the business or
- Implement an ESTATE Freeze.
We help you make the right decision.
An estate freeze is an effective tool to maintain control and accumulate
wealth for your future business owners.
Your future may lie with your;
- Son,
- Daughter, or
- Key Employee.
The most difficult task is actually deciding who is going to buy the business or who wants it. You're ready to retire but whom do you pass your business on to. What about a key loyal employee? The problem is how can he get the funding to do this?
"We provide the solutions".
Disposing of assets thought a holding company is far easier than investing it directly, as long as there is a trust and a will. We help the client understand the implications of not deciding today what needs to be done to build a better tomorrow. A business succession plan ensures that your business will be sold for its actual worth. This will be a time that your family will need funds to pay for funeral expense, taxes etc.
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