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Tax/Estate Planning

As businesses transition from one generation to the next, we assist business owners and their advisors by preparing valuations for tax and estate planning purposes. We have assisted business owners by providing an independent opinion on the value of their business in advance of a sale or other transaction. Our industry experience includes manufacturing, distribution, transportation, technology, professional services, retail, healthcare, construction, real estate and others.

We also assist businesses when income tax disputes arise in relation to valuation issues by preparing reports which respond to reassessments from Canada Revenue Agency.

Case Studies

Canada Revenue Agency Reassessment Case Study
Real Estate Holdings Case Study