bio services contact privacy policy    
        519 581 7750
home        

 
  services
 
Structurings
 
Structuring for new businesses or restructuring for existing businesses, including the use of family trusts, to:
   
minimize tax on current earnings
   
tax-efficiently fund shareholder expenses, such as post-secondary education for children
   
minimize tax on a future sale of the business
   
facilitate estate planning
   
facilitate exit planning
   
provide asset protection

Reorganizations
 
Tax efficient reorganizations to:
   
facilitate a division of the business among shareholders, including divisive (“butterfly”) reorganizations
   
maintain access to the capital gains exemption
   
provide access to tax losses in another entity
   
preserve family wealth and minimize tax on the death of a shareholder, including estate freeze transactions
   
facilitate a shareholder buy-out
   
facilitate a marital settlement
   
maintain status as a “Canadian-controlled private corporation”
   
provide asset protection

Mergers
 
Tax efficient business combinations, including amalgamations and wind-ups, to:
   
simplify the corporate structure
   
facilitate the acquisition of another business
   
utilize tax losses in another entity
   
achieve economies of scale

Acquisitions
 
Advising on the tax aspects of acquiring a business, including:
   
analysis of the implications of an asset versus a share acquisition
   
structuring to allow the use of corporate funds to finance the acquisition
   
structuring to allow the future deduction of interest on the acquisition debt
   
analysis of the implications to the vendor, to facilitate buyer negotiation
   
structuring to minimize current tax for the post-acquisition business
   
structuring to minimize future tax on a resale of the business

Divestitures
 
Planning a tax efficient sale of the business, management buy-out or transition to the next generation, including:
   
analysis of the implications of an asset versus a share sale
   
structuring to access capital gains exemption
   
structuring to access “safe income” and the resulting tax deferral
   
analysis of the implications of non-competition arrangements
   
analysis of the implications to the buyer, to facilitate vendor negotiation

     
         
         
     

home