As companies grow and change, the planned management of these transitions is essential. Although our current practice is with Canadian controlled private corporations, we have the benefit of many years senior legal experience with public, listed corporations both in the USA as well as Canada.

Business succession and business planning are key concepts, that when applied effectively, protect corporate and family assets while ensuring the continued viability of the business.

A frequently-quoted statistic is that approximately only 10% of family-owned businesses make it to the third generation.

We help business owners and families plan and execute smooth transitions as corporate ownership and / or control changes.

Succession, estate and tax planning go hand-in-hand and we utilize our wide range of professional contacts to obtain the best results for our clients.