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.

"We're a third generation family business and we've been working with Stern Cohen LLP for over 40 years. During that time, we've depended on the expertise at Stern Cohen for everything from year-end statements, to tax and estate planning, trust work, cash flow projections and acquisitions. During the 2008 financial crisis, Stern Cohen's business advisory helped us manage despite the challenging environment. We surfaced stronger than ever. As a result, we're always pleased to refer Stern Cohen to others looking for a top-notch, full service accounting firm."

– William R. Kane, President - Adams Cargo Limited