Why a Corporate Re-organization?
Corporate re-organization helps structure corporate, personal and family situations for effective income, retirement and estate planning. It often comes into play when an employer has reached a point of significant growth and success of the business. Ideally, for optimal benefit, a re-organization occurs prior to peeking of this growth, and provides additional planning in securing assets and preparing an exit strategy or generational transfer of ownership.
Why a Corporate Re-organization with Serre Financial?
We know there’s no standard process for Corporate Re-organization. Done well, it involves far more than basic forms and corporate documentation on rollovers and estate freezes. It’s an opportunity to release maximum client benefit within a larger financial roadmap. This includes:
Operating company liability and creditor protection
Building in flexibility with a forward-looking approach to the structure creation
Focus on the four quadrants, immediate tax savings, retirement, exit planning, estate planning
Implementation of and establishment of structure entities (i.e. Family Trusts, Holding Companies, Operating Companies)
Recommendation, implementation and maintenance of tax savings strategies and plans
Family protection
Includes a project report with easy to understand summaries such as structure charts and diagrams, corporate steps, project steps review and next steps for the client team
And we do all this in weeks, not months.
Consider the Highlights
Part of a bigger financial roadmap
Customized to each unique client
Easy-to-understand reports and future instructions
Income splitting
Creditor proofing
Allows corporate purification
Multiple capital gains exemption
Succession planning
Family protection
Limitation of liability
Learn when and why a business Re-Organization is appropriate. See a typical Re-Organized Structure and explore the possible benefits you’re your financial picture.
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