We have assisted with designing and implementing employee share ownership programs (ESOPs) for many years. These range from granting a small share position to a key executive to the complete buyout of a company by its employees.

We can assist with designing the ESOP and arrange for valuation reports where required. We will also recommend legal counsel who is experienced in this field.

We provide employees with unbiased and objective tax advice concerning their investment in the company, tax-planning suggestions, and individual counselling. We also prepare a tax commentary to accompany a share offering, a summary in simple terms, and answers to the most common questions.

Where applicable, we can assist with establishing a self-directed RRSP program for ownership of company stock and issue an opinion concerning the qualification of the stock for RRSP ownership.