Succession Planning

You have spent many years building your successful business. Whether you are contemplating semi-retirement or capital preservation, your plan involves the sale of your business to a third party, or you wish to transfer the business to a family member, Max Taxation & Financial Services provides business consulting in GTA and can advise on the optimal tax structure you need to facilitate your succession plan.

Succession planning is extremely complex and requires expert advice to ensure your capital is preserved or passed on to others with as little taxation as possible. We have extensive experience with corporate reorganizations and setting up family trusts. As a trusted team of corporate tax accountants, our business consulting services help you minimize risks for your business and the long-term benefit of your family and employees.