The Must-Do Checklist Before Any Sale, Restructure, or Freeze
Use this before speaking to your accountant or lawyer. Covers 6 key tax triggers—LCGE, safe income, shareholder loans, ownership, reorganizations & cross-border risk.
The Must-Do Checklist Before Any Sale, Restructure, or Freeze
The Advisors TableThe Must-Do Checklist Before Any Sale, Restructure, or Freeze
Use this before speaking to your accountant or lawyer. Covers 6 key tax triggers—LCGE, safe income, shareholder loans, ownership, reorganizations & cross-border risk.
From these episodes
EpisodeYour Business Partner Can Take Everything
How business partnerships that start with shared vision and ownership can unravel over time — often due to shareholder agreements, misaligned incentives, and structural decisions made at the beginning
- Shareholder Agreement
- Business Owners
- Business Sale
EpisodeHow to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up
What it really means to be sale-ready – not just operationally, but structurally and tax-efficiently positioned long before a business exit ever happens.
- Business Sale
- Sale-Readiness
- Business Valuation
Related resources
Senior Tax Manager · Tax Manager
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