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BV Benefit #7 – Life Insurance Coverage

Many business owners utilize life insurance as an integral part of their exit and contingency planning.  Without life insurance the overall may be incomplete.
 
Life insurance is often used for income replacement or to alleviate the burden of estate and probate taxes upon death.  However, when business owners use life insurance to fund a buyout or redemption of the shares of a...

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BV Benefit #6 – Tax and Estate Planning

With many business owners planning to to the next generation over time, one option is through an estate freeze.
 
In an estate freeze the business owner’s common shares are exchanged for preferred shares of equal value to the common shares.  New common shares are then issued by the company to the next generation family members.  This allows the business owner to "freeze" hi...

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BV Benefit #5 – Internal Transfer of a Business

According to recent studies on the business succession market in Canada, between approximately 30% and 40% of business owners surveyed are expecting to transfer the business internally to other shareholders, management, employees or a family member. [1]
 
A (perhaps annually in accordance with a shareholder agreement) is highly recommended and very beneficial for purposes of tran...

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BV Benefit #4 – Sale of a Business to a Third Party

According to recent studies on the market in Canada, more than one third of those surveyed are expecting to sell the business externally to a third party. [1]
"We should remember that good fortune often happens when opportunity meets with preparation."
- Thomas. A. Edison
...

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March 9, 2012

Jason Kwiatkowski, CA, CBV, ASA, CEPA delivers a presentation to various lawyers at Miller Thomson LLP on "The Role of Experts and Critiquing Expert Reports"

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BV Benefit #3 – Pre-Sale Planning

The third benefit of having a (i.e. share valuation) is its use in pre-sale planning for business owners.
 
As previously mentioned, between 60% and 75% of business owners will exit their businesses within the coming decade.[1]   Over $10 trillion in private wealth will change hands in North America over this time frame, the largest transfer of private wealth in history. [2]

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BV Benefit #2 – Wealth Management

The second benefit of having a is its use in wealth management.
 
The value of a business can represent the largest portion of a business owner’s wealth. According to a publication by Mercer Capital:
"About 75% of all private equity is own...

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BV Benefit #1 – Exit or Succession Planning

The first benefit of having a professional business valuation is its use in exit or .
Privately held companies are considered pre-liquid assets because they will eventually be sold or liquidated in some manner.[1]  All privately held business owners will one day exit their business.   The ex...

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5 Reasons to Sell Your Business

There are some positive signs that the economy is improving and beginning to turn around.  At the same time, however, there are those that believe we are destined to repeat 2008. This future uncertainty is precisely why a lot of business owners are looking to get out.   If you’ve been thinking of , here are five reasons to get out now: Read More

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