Financial Snapshot We prepare and or confirm your current financial situation, net worth, income, cash flow, future income requirements. This includes excess assets and ways your maximizing their value.
Financial Snapshot We prepare and or confirm your current financial situation, net worth, income, cash flow, future income requirements. This includes excess assets and ways your maximizing their value.
Business Structure We work with you and finance team to clarify business valuation, share ownership, shareholder agreements, share cost base, tax payable (at sale & at death), capital gains opportunities and other factors.
Business Succession We help clarify how shares will be distributed at death (value, distribution & control) - hard questions that when handled properly minimize potential sources of conflict and maximize what you have spent a lifetime building.
Plan Development We work with you to create a long term plan for long term wealth - from conception to implementation. Our services include working with other professionsals to establish trusts, holding companies, estate freezes, life insurance, etc., that makes sense for you.