Your business is your retirement plan.
YOUR GOALS ARE PRETTY SIMPLE, “PAY LESS TAX, AND MAKE MORE MONEY,” BUT ACHIEVING THEM ISN’T ALWAYS THAT SIMPLE.
It's Your legacy
Get the compensation you deserve
Your business or farm is a major component of your wealth, and you have worked hard to build it into what it is today. You deserve to be well compensated for what you have built. The successful sale or transfer of your business from one generation to the next doesn’t have to be difficult. Expertise and planning is the key, and the earlier you start, the more options you will have.
Making smart choices with your business asset and cash-flow will significantly affect your wealth and legacy. Care needs to be taken and professional advice is a must when considering your tax strategy.
Working with your accountant, lawyer and other professional service providers, we leave no stone unturned to create the best tax, compensation and succession plan for you. Our experience working with other business owners combined with our team approach means we can create a Complete Plan tailored specifically to your needs.
Aspects that require assistance include:
Disaster planning, illness, death, divorce
Tax efficiency and deferral
Fairness to family, partners and employees
Trusts and holding company options