As a result of the pandemic, interest in estate planning has increased.
In addition, statistics estimate an unprecedented number of Canadian business owners will be in a position to retire between now and 2025. Of those surveyed, 50% admit they are unprepared for succession in their companies. Change and uncertainty can erode business value. It’s critical to get the right advice well in advance of your business sale.
Stern Cohen has helped many clients successfully transition their businesses and we’d like to share our expertise with you. Our Partners and Tax Specialists will provide you with the guidance you need to accomplish your goals.
Your business is your life’s work – being proactive, getting the best advice available, and having a proven plan in place will ensure you maximize your wealth and achieve optimal results for you and your family.
For those who would like to sell their business or plan their retirement, our services include:
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For us, the added value is our 50-year relationship with Stern Cohen and the firm’s expert knowledge of our business. They have provided us with planning and guidance related to management succession, as well as other services. Everyone I have dealt with at Stern Cohen has a style that is representative of the firm; they take the high road. They are thoughtful, professional and they think before they shoot.
Joe Gervasi and Adam Morke are both Tax Partners at Stern Cohen. In addition to their CPA, CA designations, they are both designated Trust and Estate Specialists (TEP).Contact Us