Succession Planning / Shareholder Agreement

Our team of advisors can lead your business succession planning. This planning may include the following:
  • shareholder agreements funding for:
    • death
    • disability
    • retirement
  • Integrating with
    • corporate accountants and/or lawyers
    • share structure and holding companies
  • Strategies used:
    • corporate asset transfer
    • corporate collateral loans
    • 'double dipping'
    • corporate insured annuities
    • shared interest
    • corporate insured share redemption
    • corporate charitable giving
    • dual wills
    • tax preferred income plans