Established
businesses
With careful planning, the owners of established private businesses
have many opportunities to ensure the potential rewards for their
years of time commitment are fulfilled.
We work directly with owners on:
When a business finds its footing and becomes an established, viable and long-lasting entity, attention can turn to enhancing the operations to maximize return and to strategic planning to ensure continued growth and success. Our team advises established
business owner on:
- Stock and other incentive options for key members of management
- M&A evaluation of target companies including revenue forecasts and risk analysis
- Budgeting, forecasting, cash flow projections and break-even analysis
- Financial models to assess new product lines and services aimed at diversifying the business
- Managing commodity tax services (HST/GST) which an have a significant impact on your business’ bottom line
GGFL Essential Reading
11 Steps to Prevent Business Fraud
11 recommendations for business owners that can each play an important role in reducing the opportunities that can lead to…
Learn more >Through your hard work the business has thrived and you’ve built up a nest egg. Now what? GGFL’s advisors will work with you to make sure that money and investment are protected and working for you and your family in a tax efficient manner.
We will advise you on:
- Restructuring your business for tax optimization, creditor proofing and asset protection
- Bolstering investment capital using pre-personal tax funding strategies
- Maximizing your proceeds on business succession
- Compensation strategies that minimize tax
- Adding family members as shareholders
- Estate planning for owners and family members
GGFL Essential Reading
The Use of Family Trusts by Business Owners
This article provides an overview of various planning matters related to the use of a family trust in the ownership…
Learn more >There is a lot at stake when you decide to sell, and you don’t get second chances. Our advisors will work with to prepare the business for sale and help you take out from the business all that you put. We’ll make sure you are in the best position possible when you transition into retirement or move on to the next big opportunity. Our team of
advisors assists with:
- Tax efficient structure of sale agreements
- Transitioning the business to family members and compensation options for the founders
- Business valuations and strategic plans to raise the value of the business ahead of a sale
- Maximizing the use of your Lifetime Capital Gains Allowance
- Plan and manage your wealth after the sale is complete
GGFL Essential Reading
2024 Federal Budget Highlights & Commentary
On April 16, 2024, the Deputy Prime Minister and Finance Minister, the Honourable Chrystia Freeland, presented Budget 2024 to the…
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