Our Process
We work with you and your team to:
1
Understand your personal vision and your company’s mission
2
Assess the immediate financial need against the business risk
3
Coordinate with your professional team of bankers, accountants, and lawyers
4
Develop 3 financial options for you to choose from
5
Execute and manage the financial solution
No matter how successful we become in business, we must always seek to be shinning examples of God's light and love.
As fellow entrepreneurs, we believe in sacrificing upfront for long-term success, conquering failures and transcending fear, and finding joy in the journey of serving others through our business endeavours.
We help business owners:
Minimize the financial impact of business interruptions due to premature death, critical illness, and disability
Fund buy-and-sell agreements
Gain better access to the debt market
Minimize business risks and tax consequences through corporate reorganization
Structure a tax-efficient transfer of their businesses to the next generation
Give to charity and gain a corporate tax benefit