Every entrepreneur who has started and built a successful business will grapple with the question of how best to transition the future of their company and monetize their success and hard work. Rapidly changing tax legislation means that personal tax advice is essential for business owners and entrepreneurs who have accumulated wealth. Such individuals need to develop a sound financial plan to increase their personal and family wealth and preserve the value of their estates. The net sale proceeds of the sale of a family business can sometimes be the family's largest asset. In other cases, wise investment decisions have resulted in the accumulation of significant wealth. Assante Quebec advisors can help develop a plan for the intergenerational transfer of wealth. If you are an owner-manager of a business, you may also benefit from a review of your succession planning, especially if your children are involved in the business.
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