Family-Owned 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. Consider our help with the following services:

  • Accounting, tax and business advisory
  • Corporate organization or re-organization
  • 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

For more information about how a partnership with Stern Cohen will work for you, we invite you to call or contact us for a free consultation.