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| MERGERS & ACQUISITIONS |
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How can I buy a company with pre-tax profits?
How can I sell my company without losing a substanial amount to Revenue Canada?
How can I obtain financing for the purchase of a company? At a reasonable cost?
The challenge of structuring the "purchase" or "sale" of a company is usually compounded by the "effects of taxation"!
We specialize in "advising" private business owners about structures and instruments, allowed under Canadian Law, that either reduce or eliminate the effects of taxation to both the buyer and/or the seller. |
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| "Dave Bailey Insurance GUARANTEE" |
Should a business owner "engage" our services, (see "the process" section) the following is our guarantee:
- "After reviewing the financial statement(s) we cannot forsee adding substantial
value corporately and personally, compared to the current structures in place,
we will return all documentation received and decline to proceed any further.
- "We ensure that all structures and instruments presented - are allowed under
current Canadian Law".
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"Solutions"
We will prepare a number of "alternative capital distribution options" and compare them to your current process. This will reflect your current and future agenda's and/or need for capital corporately and personally. |
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Advisor Integration
Accounting - Legal - Finance - Bank
Dave Bailey will meet, at your request, with any of the above in order to ensure their understanding of "solutions" being implemented.
Prior to implementation, third party input will be provided to ensure all aspects of Canadian law are met. |
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Project Management
We will project manage all aspects of implementation and integration, both now and in the future. |
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Annual Monitoring
Annual reviews will be made, prior to year end, to determine the projected annual pre-tax profit level - in order to continually evaluate and assess distribution options. (depending on the need and location of capital)
Other issues may also be addressed at the same time. |
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