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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...

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...

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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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"

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]

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...

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...

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

Jason Kwiatkowski, CA, CBV, ASA, CEPA delivers a business valuation seminar to members of the Scarborough Estate and Financial Planning Council on "Building Business Value - A Key Consideration Before Exit"