It depends on tax, liability, and operational considerations. We model both scenarios, including amalgamation variants to show net, after-tax value and risk.
Typically an LOI/term sheet, definitive purchase agreement, disclosure schedules, assignments/assumptions, and where needed, transition services and vendor takeback agreements.
Timeline turns on diligence scope, regulatory consents, and negotiation. We build a realistic critical path at kickoff, then manage to it.
In most circumstances provide transparent, scope-based billing with clear budgets and milestones, not open-ended hourly surprises.
Yes. We are integrate deeply and seamlessly with a cross-boarder CPA accounting firm in order to ensure the transaction is considered from all sides.
We are Ontario-based but represent clients across Canada and internationally, particularly for cross-border tax and M&A matters.
It depends. Share deals give you the entire company, including liabilities. Asset deals let you pick assets, contracts, and employees but can trigger more tax. We model both to maximize after tax value.
Proper structuring may allow you to use the Lifetime Capital Gains Exemption (LCGE), deferrals, or reorganizations before sale to significantly reduce tax.
Yes. Accountants are critical, but they cannot negotiate legal terms, draft agreements, or protect your rights in disputes. We collaborate with accountants to cover all angles.
Timelines range from a few months to over a year depending on diligence, negotiations, financing, and regulatory approvals.
Engage a tax lawyer before responding. Anything you say can shape the CRA’s view of your file. We manage communications, protect privilege, and set strategy.
An audit reviews your filings. A reassessment is the CRA’s formal change to your tax return, often leading to additional tax, penalties, and interest.
Yes. Many disputes resolve through objections or negotiations with the CRA before reaching the Tax Court of Canada.
Generally, 90 days to file a Notice of Objection. Missing deadlines can eliminate your rights to challenge.
You can appeal to the Federal Court of Appeal. We evaluate the merits and advise whether settlement or appeal is the right path.
Canada taxes based on residency. Exiting Canada can trigger a departure tax, but careful planning taking into consideration timing and treaty relief, can reduce or defer that cost.
Non-residents face withholding taxes on dividends, interest, and royalties, and may need structuring to avoid double taxation under treaties.
Transfer pricing governs cross-border transactions within multinational groups. The CRA scrutinizes these closely therefore documentation and arm’s-length pricing are critical to avoid penalties.
Yes. Canada has an extensive treaty network that helps prevent double taxation and defines which country has taxing rights.
We design structures that balance Canadian compliance with global efficiency covering inbound and outbound investments, financing, and reorganizations.
Succession planning ensures your business or personal wealth transfers efficiently, tax effectively, and with minimal disruption. Without a plan, the CRA’s default rules apply often creating unnecessary tax burdens or family disputes.
Common strategies include estate freezes, family trusts, corporate reorganizations, and shareholder agreements. Each is tailored to your family and business objectives.
Ideally, at least 5–10 years before transition. That allows for effective structuring, minimizing tax exposure, and preparing the next generation or buyers.
An estate freeze locks in the current value of your shares for tax purposes, allowing future growth to accrue to children or trusts. It’s one of the most common tools in Canadian tax planning.
Yes. Proper planning can defer or reduce capital gains tax and optimize use of the Lifetime Capital Gains Exemption (LCGE).
