Business Owners

Growing my Corporation

We small business owners focus a lot of time and attention on growing our business, maximizing revenue and minimizing cost, and being tax efficient. I provide personalized plans to help answer:

✔ How do I balance growth, cashflow needs, and taxes?

✔ Do I invest through my Opco or through my Holdco?

✔ What happens if I want to draw money out personally?

✔ How can I protect what I’ve built, and continue growing?

Thinking about retiring?

Transitioning into retirement as a small business owner requires more consideration and time than an individual. How and when do you transition the corporate wealth to yourself in the most tax efficient manner while keeping the business viable for succession? I partner with you to review any buy/sell agreements, share class structures, estate freezes, insurance strategies such as Corporate Insured Retirement Plan, Immediate Financing Arrangements, and/or Shared Dollar Critical Illness, to determine what strategies are best suited for you.

Of course, great planning starts with the end in mind, so let’s plan your business growth prioritizing your retirement goals, then put these strategies in place to work towards them!