Services for Incorporated Business Owners
Leverage Your Opportunities
Being an incorporated business owner comes with innumerable financial challenges, whether you’re running solo, or have a team of fifty. But with each of these financial challenges comes just as many opportunities for you to leverage. The question is: are you aware of, and maximizing them? These are our core services for you:
Revenue Protection
Protecting your company’s revenues against taxation is the largest bucket of financial opportunities available to you as an incorporated entrepreneur. This bleeds directly into your own personal finances, and we’re pros at amalgamating and navigating both.
Estate Strategies
Because you’re an incorporated business owner, the estate strategies available to you are much more robust. For example, placing assets-in-trust, having multiple wills, and multiplying your small business capital gains exemption are all in our wheelhouse.
Business Continuity
Whether you’re looking to remove yourself from the day-to-day architecture of your business, or accepting acquisition offers, seamless continuity (especially for your personal finances) is the name of the game. We facilitate the entire process end-to-end.
No matter what stage of growth you’re in, there are effective solutions you should strongly consider implementing. For example, did you know that setting up an IPP can increase your personal retirement nest egg significantly? Doesn’t it just make sense to pay for medical expenses with pre-tax funds to minimize taxation on the back end? These are just two implementations we routinely help our clients set up yet their payoffs can be monumental.