If the information is ready
Compare the relevant options and assumptions with your tax, legal and valuation advisers.
Support for your next step
Corporate Restructuring & Holding Company Planning
Align your structure with your next chapter.
Brampton · GTA · Virtual support across Canada
Your starting point
You are considering a holding company, share transfer or ownership change and want the financial and legal steps coordinated.
How we help
We map the existing structure, review account balances and organize tax-cost and valuation information. Applicable section 85, section 86 or estate-freeze work is coordinated with qualified advisers.
THE WORK, EXPLAINED
What is included
- Mapping existing ownership, entities and operating or holding-company relationships
- Review of shareholder and intercompany balances
- Share-transfer information and supporting tax-cost records
- Valuation information and matters requiring independent valuation input
- Applicable section 85, section 86 or estate-freeze coordination
- A proposed sequence identifying legal, tax and valuation responsibilities
The exact work, period, timing, responsibilities and fees are agreed before starting. Services are not automatically included in every engagement.
What you can expect
A clearer proposed structure and implementation checklist, with assumptions and transaction-specific tax questions identified.
A PRACTICAL DECISION PATH
Coordinate the structure before implementation.
Are the ownership, tax-cost and valuation records ready?
If information is missing
Identify missing records or valuation work before deciding on a structure or transaction sequence.
Agree responsibilities → coordinate the approved work → review the completed records.
ANSWERS BEFORE YOU START
A little more clarity.
Does a holding company automatically improve my tax position?
No. The review considers your objectives, current structure, costs, obligations and transaction facts before a course of action is considered.
Can book value be used as fair market value?
Book values and fair market values are not assumed to be the same. We identify where appropriate valuation information or independent professional input is required.
Who implements the legal changes?
Qualified legal advisers handle the legal work under the appropriate engagement. Accounting and tax information, filings and responsibilities are coordinated in the agreed sequence.
CONNECTED SUPPORT
Plan the next step.
Corporate & Personal Tax Planning
Give your next decision a clearer tax perspective.
Explore this service ↗Estate Tax & Business Succession Planning
Plan the transition around what matters.
Explore this service ↗Business Sale & Purchase Readiness
Prepare for the transaction before the commitment.
Explore this service ↗A PRACTICAL NEXT STEP
Tell us where
you want clarity.
Share the service you need, your circumstances and any upcoming deadline. We’ll discuss the records, scope and next steps before work begins.
Call (647) 606-1824 Message on WhatsApp ↗chirag@wealthywaveaccounting.caThese links open your phone, email or WhatsApp app. Please don’t send tax returns, passwords, SINs or banking details in an initial enquiry.