Estate and Succession Planning
Secure the future of your business.
Our Services Include
- Investigating the options for exiting the business (including liquidation, transfer to a family member, third-party sale or management buy-out)
- Developing an action plan to transition the business and your accumulated wealth to the next generation, including estate freezes and buyouts
- Addressing potential issues regarding family management succession
- Strategic tax planning to maximize the proceeds of business disposition and after-tax cash to your family
- Post-mortem estate planning
- Trust planning
- Probate tax planning
- Will planning
- Life insurance planning
What Our Clients Say About Us
A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.
Founder and Leader – SATOV Consultants
Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.
Owner & Founder – Menus by Maria
I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.
Entrepreneur and Investor
The team at SBLR has become a most valuable asset to our financial management, providing expert guidance and ensuring that our personal and business financial affairs are in good hands.
SBLR is to accounting what Michael Jordan is to basketball.
President - BIG HQ
I find that the relationship with SBLR is one where they truly put the client’s needs first. It is a rapid-response team that provides sound advice, knowledge and experience. Couldn’t be happier.
Co-Founder - Quiver Distribution
We have been working with SBLR for many years now, and it has been an absolute pleasure. Not only did they help with our tax planning to save money on taxes, but they are also always available to provide support and guidance. Highly recommended!
President - Hyde Park Homes
We have used SBLR’s full complement of services since 2017. We own +15 companies that are based in southern ON. Our portfolio of companies is in the manufacturing, distribution and B2B services sectors. Since day one, Shawn, Christeen, Frank and the rest of the SBLR team have been outstanding in their accounting, assurance, corporate & personal tax and business strategy work/advice. Shawn and his team are experienced, knowledgeable, responsive and extremely thorough in all the work they have done for us. For small to medium-sized companies looking for outstanding service, I highly recommend SBLR.
Managing Partner - Massey Capital
The team at SBLR continues to make our complex array of international companies, property, and family responsibilities simple to manage and tax-efficient each and every year. Rich with advice, help, and solutions, they are one of our most valued and trusted partners.
Mark Bowden & Tracey Thomson
Founding Partners - TRUTHPLANE
I have been working with my team at SBLR for over 10 years, and have come to rely on them entirely for managing my finances and all tax matters. Their level of servicing is always exceptional, and they are critical to helping my business run efficiently.