As a business owner, wouldn’t it give you great piece of mind to have an advisor on call? A team of experts with rigorous financial training and the knowledge gained from providing oversight and guidance to hundreds of other entrepreneurs and their ventures? You can have that advice. Stern Cohen is available with the business advisory services you need, when you need them. We’re an essential service when it comes to your success. If you are establishing a new business or practice, or your business can benefit from expert guidance, we will match you with a specialist in your industry who can provide the services and the advice to take your venture to the next level.
We help business owners and family businesses with:
- Accounting, tax and business advisory
- Corporate organization or re-organization, creation of a corporate structure which allows an efficient sale of a business in the future
- Compliance tax and tax planning
- Strategic planning including estate freeze, redemption formula, profit sharing plans
- Pension planning for retiring generations
- Business and real estate valuation
- Succession or generational transition planning
- Conflict resolution processes
- Estate planning
- Connections with reputable bankers, law firms and other professionals required
- Internal controls and fraud prevention
- Bookkeeping and payroll
- Expanding to the US and cross border tax implications
- Introduction to advanced concepts such as holding companies, S85 rollovers
- Receiving contracts from foreign companies
- Audit and review of financial statements as required by bank, venture capitalist, listed companies
- Review of budgets and projects to be used in business proposals for venture capitalists
- Cash flow projections
- Management advice
- Income tax planning that integrates corporate planning and personal planning
- Structuring of purchase agreements to reduce tax burden on sale of shares
- Business financing
- Mergers and acquisitions
- Reorganizations
- Divestitures
Family Business
Today in Canada, 80 to 90 percent of businesses are family-owned. Our team has a deep understanding of the special needs of the family enterprise and the issues often faced. Engaging with a Stern Cohen Partner will give you an experienced and objective vantage point from which to chart a road map for your family’s financial well-being.
For more information about how a partnership with Stern Cohen will work for you, we invite you to contact us.
