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.