Tax-Efficient Deal Structuring
Most sellers focus on headline price; sophisticated sellers focus on after-tax proceeds. We work with your tax accountant to optimize deal structure: share sale vs asset sale, capital-gains exemption qualification, Section 85 rollover, alternative minimum tax planning, holding-company structures, and estate planning integration. We don't provide tax advice — but we know which structures preserve the most value and how to negotiate for them.
What's Included
Comprehensive service designed to maximize your success
Key Benefits
How this service helps you achieve a successful sale
Right structure routinely saves 15–25% in tax. On a $5M deal, that's $750K–$1.25M.
The $1.016M lifetime exemption (2026) saves $250K+ in tax — but only if your shares qualify.
Multi-shareholder structures and family trusts coordinated for maximum efficiency.
Structures designed with tax counsel, defensible under CRA review.
How It Works
Our proven process for this service
Tax-Position Review
Current ownership structure, holdco status, QSBC qualification, family-shareholder positions.
Structure Modeling
Three or four alternative deal structures modeled for after-tax impact.
Negotiating Position
Structure becomes a negotiation point. Buyers prefer asset sales; sellers prefer share sales. We negotiate.
Implementation
Coordinate with tax counsel and accountants on Section 85 rollovers, family-trust integration, holdco setup.
Industries Where This Service Matters Most
Tax Structuring applies differently across sectors. See how we tailor it for your industry.
Frequently Asked Questions
Common questions about tax structuring
Ready to Get Started?
Contact us today for a free consultation and learn how we can help you achieve a successful business sale.