I own my own business

We acknowledge the dedication and commitment required to commence and maintain a profitable small business. Our experience is that small business owners want to enjoy the fruits of all their labor, however sometimes they overlook the need to protect themselves and their business against expected and unexpected events.

Key challenges include:

• Time poor
• Asset protection
• Complexity with partnerships, companies and other structures
• Tax reporting
• Income distributions
• Providing for family
• Clarity about what to do next
• Maintaining discipline
• Options in planned and unplanned scenarios

The type of significant life events we have found small to medium sized business owners experience include:

• Business shareholder and funding agreements
• Business expansion, merger or sale
• Business succession planning
• Liquidity events
• Loss of a spouse or business partner