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Business Succession Roadmap
Developing a clear, actionable plan for transferring business ownership — whether to family members, a management team, or a third-party buyer.
LCGE Optimization
Structuring your shareholding and business operations to maximize the Lifetime Capital Gains Exemption on the eventual sale of your business.
Corporate Reorganization
Section 85 rollovers, holding company structures, and estate freezes to facilitate a tax-efficient transition at every stage.
Family Governance
Establishing the frameworks, agreements, and communication structures needed for a harmonious and financially sound multi-generational transition.