Comprehensive Business Owner Financial Planning

Understand your business’s financial health and receive tailored recommendations to achieve your personal and business financial goals.

Our comprehensive business owner financial planning service is designed to help you develop and implement strategies that optimize your business finances, plan for succession, and achieve both your personal and financial goals.

• A comprehensive business analysis: We’ll analyze your professional corporation, operating business, holding company, and family trust to provide holistic financial guidance.
• Strategic tax planning: We’ll develop strategies to minimize your current and future tax liabilities, including estate freezes and corporate-owned life insurance.
• Succession planning: We’ll help you create a comprehensive succession plan, including shareholder agreements, valuations, and asset transfer strategies.