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Checklist

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.

Checklist

The Must-Do Checklist Before Any Sale, Restructure, or Freeze

The Advisors Table

Checklist

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.

What's inside

  • 6 tax triggers most founders miss
  • Old shareholder loans that come back to bite
  • Why past freezes constrain future options
  • Cross-border exposure red flags

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