Description

The “All Purpose” Structure – Ultimate Flexibility for Selling or Transitioning Your Business Seminar 

Succession planning is a vital part of business strategy that should begin long before retirement is on the horizon. Early planning gives owners the flexibility to shape outcomes, preserve wealth, and minimize tax burdens—rather than reacting under pressure.

This session introduces the “All-Purpose” structure, a flexible and tax-efficient framework designed for owner-managed businesses preparing for sale, transition, or succession. Whether you are preparing for a sale, a transition to family or management, or simply want to keep future options open, this structure supports various exit strategies and help achieve same goals—minimizing tax burden, deferring liabilities, and retaining cash.

This session will help you prepare for what’s next by covering:

• Learn how the “All-Purpose” structure supports multiple outcomes
• See illustrated examples inspired by real-world client scenarios
• Consider timing—why early implementation leads to better results

Presenters

Marc Mueller, CPA, CA | Senior Manager of Tax Services, Doane Grant Thornton LLP.

Marc brings over a decade of experience in assisting privately held businesses and their shareholders with income tax advisory and compliance services. He possesses a deep understanding of privately held businesses, spanning the areas of business succession, strategic transaction planning, owner-manager renumeration planning, corporate reorganizations, and Canadian tax compliance filings for corporations, partnership, trusts, estates, and individuals.

Troy Melnychuk, CPA, CA | Partner of Tax Services, Doane Grant Thornton LLP.

With over 20 years of experience, Troy specializes in advising privately held businesses and their shareholders on income tax strategy and compliance. He helps clients navigate Canada’s complex tax system, ensuring peace of mind while supporting their growth and contributions to the region’d economic success.