GROWTH & TRANSITION ADVISORY

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Every great athlete has a coach guiding them and pushing them, and every great leader needs a trusted advisor. Someone who will ask the tough questions, hold you accountable, help you see things from a different angle, bring in fresh perspectives, and provide proactive advice. Our clients lean on the business consulting and strategies offered by Avisar, and so can you.

BUSINESS ADVISORY SERVICES AND TAX PLANNING

Whether you are a new entrepreneur or an established business owner, you may have questions outside your specific area of expertise, such as corporate tax planning strategies, business structure, and more. We encourage you to take advantage of our depth of knowledge and collective years of experience when you have questions about:

  • Reducing your total income tax payable from year to year
  • Income-splitting between family members
  • Improving profitability
  • Obtaining financing
  • Reorganizing your business structure
  • Lowering your risk
  • Expanding operations into the US
  • Relocating your business
  • Purchase or sale of a business

These are questions many businesses will face that a Chartered Professional Accountant is uniquely qualified to answer. Ask our team of professionals and get honest, pragmatic advice that will equip you to make the right decisions for your family and your business.

CORPORATE REORGANIZATION

Is your corporate structure optimally designed to take advantage of current tax legislation?

Most business owners have no idea and may have a structure that is costing them money and holding their company back.

We’ll evaluate your business and determine if adding or eliminating a holding company or family trust, changing the share structure or ownership of your company, or initiating an estate freeze, is the right solution for your long-term goals.

BUSINESS SUCCESSION PLANNING

Many business owners struggle with transferring their business to the next generation – both emotionally and financially. We believe this requires a “beyond the numbers” approach, particularly when this involves the transfer of a family businesses to the next generation.

Clear communication and an understanding of your personal and business values, expectations and work-place dynamics are key to creating an effective succession plan. Avisar’s multi-disciplinary team of professionals understands the importance of managing both the technical and personal aspects of succession planning to ensure peace of mind during the transition.

Our Blog

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Buying a Business in BC? The Financial Due Diligence Checklist (and the Red Flags That Kill Deals)

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Are You Eligible for the Lifetime Capital Gains Exemption in Canada?

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How Individual Pension Plans (IPP) Can Boost Your Retirement & Cut Taxes

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Why Understanding Financial Statements Can Make or Break Your Business

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Beyond the Numbers: How To Use Financial Statements to Make Better Decisions

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Smart Tax Strategies for Wealth Management: Tips for Small Business Owners

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The Benefits of Financial Literacy for Business Owners

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Federal Budget 2024: Business Measures

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Year-End Tax Planning Strategies for Small Business

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Federal Budget 2023: Business Measures

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How do financial statements help in decision-making?

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What are the Three Types of Financial Statements?

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Clear Expectations

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