Advice for Business Owners

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively. We will work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies.

The decision to sell or transfer your business to the next generation can have huge implications for your wealth. It's not enough to build a business worth a fortune, you have to make sure that you have an exit strategy - a way to get money out of the company that is tax efficient and fair to all family members, business partners and employees.

Our team will work with you to identify the options that will give you maximum flexibility and control to leave your business. We will also ensure that all stakeholders' interests are respected.

 Insurance products and services are provided through Assante Estate and Insurance Services Inc.