Strategic Advisory Services
At 4Roots Tax Advisory, the strategic advisory services are tailored to meet the unique needs of your business and family. These larger engagements typically involve corporate reorganizations that address succession and estate planning, but can also extend to a variety of complex situations, such as:
Pre-Sale Planning
Post-Mortem Planning
Asset Protection Restructuring
Wind-Ups and Amalgamations
Shareholder Buy-Outs
Employee Ownership Strategies
Assisting with the development of Unanimous Shareholders Agreements
How We Work
Strategic advisory services go beyond simple solutions. I take the time to understand your specific goals and deliver a clear, actionable strategy that supports long-term success.
Detailed Guidance for your Legal Counsel: A comprehensive tax memo is provided to your legal counsel, outlining all necessary details they will require to properly document your transactions and ensure full compliance with tax regulations.
Tax Elections and Compliance: All required tax elections are prepared and filed, ensuring a smooth transition through each stage of your restructuring or planning process.
Closing Packages for Accountants: You and your accountant receive a robust closing package, complete with recommended tax and accounting treatments for all transactions undertaken and copies of all elections filed. This ensures the ongoing accuracy of your financial reporting.
A Tailored Approach to Every Engagement
No two businesses are the same, which is why at 4Roots Tax Advisory I offer a personalized approach for every client. Whether you're planning for the future, protecting your assets, or preparing for a sale, I am here to guide you through every complex decision with clarity and expertise.
