Corporate Reorganizations
As your business grows and your family circumstances change, the share structure that once worked may no longer suit your needs. A corporate reorganization can help protect the value you have built, allow family members to share in future growth, or prepare the business for the next generation without triggering unnecessary tax.
Every reorganization is carefully planned and implemented. Getting the structure right before any changes are made is what allows the strategy to work as intended.
How We Can Help
We design and implement the structures that let ownership evolve on a tax-deferred basis.
- Section 85 rollovers and asset transfers
- Estate freezes to lock in today's value
- Share restructurings and dividend classing
- Family trusts and income splitting structures
- Business succession and family transfers
- Amalgamations and corporate wind-ups
- Purchase and sale structuring
- TOSI and lifetime capital gains exemption planning
When To Consider a Reorganization
- Your children are ready to take over the business
- You are planning your retirement and income needs
- You are preparing to sell the business
- You want to split income with family within the tax rules
- Your current structure no longer matches your goals
What To Expect
We review your current structure, compare the available options, and recommend a clear path forward. Once the plan is in place, we handle the implementation, including the share documents, tax elections, and filings required to complete the reorganization properly.