Corporate Strategy
If there’s one lane we love to perform in, it’s working with local entrepreneurs. Our advisors have a specialized expertise in creative investing solutions, corporate structuring, and tax efficiencies to get the most out of your business dollars. Offering consultation and guidance is a part of our regular check-ins, and we’re always looking for ways to add value and knowledge to assist our clients’ personal and professional portfolios. As small business owners, many of the solutions we present have been tried and tested ourselves and we speak to them from a place of experience.
How we help
Tax efficiency
We collaborate with your accountant so there are no surprises at tax time or year end.
Incorporation
Looking to incorporate your business from a sole proprietorship? We can assist.
partner agreements
Advice on corporate acquisitions, new partner agreements, and corporate restructuring.
estate planning
Wealth transfers using trusts, insurance, and lifetime capital gains exemptions.
Insurance
Protecting your business in the event of illness, injury, or premature death is essential. We offer a range of insurance options, including personal and corporate coverage such as life insurance, executive disability and group insurance.
investment planning
Allocating your money to the right places can be challenging, but we can help develop customized investment plans that align with your specific goals and priorities, ensuring that your money is being allocated efficiently and effectively.
“For the last few years Brady Carpenter has been assisting me with planning my financial present and future. He is highly knowledgable, focused on what is best for me, and most importantly, he listens to what I want and helps me establish goals. Ever since Brady has been helping me, I have felt confident that I am maximizing my financial potential. I strongly recommend Brady’s services to anybody looking to plan for their financial future.”
– MM