​Paola D'Agostino Professional Corporation

CHARTERED PROFESSIONAL ACCOUNTANT

Transition services

business transition

estate planning

For those who would like to plan for retirement our services include:

• Pension planning
  
• Estate administration and freezes
  
• Family trusts

With the vast majority of business owners set to retire in the next 10 years, statistics show that many are unprepared.  

It is estimated that 70% of family businesses do not survive the transition to the next generation. 

Do you have a plan? 

​​Over the years we have worked with countless business owners to sell and transition their businesses and to develop retirement and estate plans.

​We will work with you to create a plan to protect your assets.  This includes a review of your legal documents and insurance policies coupled with tax projections to estimate taxes due on death to give you piece of mind to know that your family and other heirs are taken care of.

For those who would like to sell their business, our services include:
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• Strategic planning and strategies to maximize value in your business
  
• Tax compliance, tax efficiencies, tax planning
  
• Asset protection techniques including trusts, estate freezes, and tax rollover elections
  
• Consulting to ensure the correct steps to buy, sell or transition ownership of a business
  
• Analysis of risk factors, and ways to mitigate risk factors
  
• Compensation and shareholder agreements
  
• Timing, costs and common issues that can arise during transition
  
• Profit sharing plans & pensions for retiring and new owners
  

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