Empowering Business Owners
Unleashing Your Business's Full Potential through Strategic Planning
Achieve Financial Prosperity
Elevate Your Lifestyle and Secure Your Family's Future through Business Growth. Harmonizing the pursuit of a successful business and an improved quality of life is key. By proactively planning for both, you can navigate your financial journey with foresight and ensure a prosperous future for yourself and your loved ones.
Scaling for Success: Strategies for Growing Your 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?
Retire Comfortably
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!