Transferring a Business

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Mallette assists business leaders in the process of transferring their company, whether incorporated or not, to family members or key employees. Mallette's professionals analyze various aspects, such as personnel, economy, finance, and tax, to adequately plan the transaction based on the desires and objectives of the business owners.

Mallette's expertise allows clients to better understand the tax implications of such a transaction, to ensure a smooth and orderly integration of succession, to plan the projected transition cohesively and confidently, to secure themselves financially for retirement, and to defer and even reduce the taxes associated with the transfer.

Our specialists understand the importance of the human aspect when transferring a business, and ensure that the specific needs and objectives of each client are met.

What we offer

  • Analysis of the method of transfer

  • Assessment of the value of the business

  • Analysis of succession and corporate structure

  • Estate planning

  • Assessment of tax implications

  • Completing the transaction

  • A financing structure

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