Private Enterprise

At Smythe Ratcliffe, our business is owned and managed by the Partners of our Firm. This means that in addition to years of technical expertise related to the purchase and structure of a business, succession planning and estate planning, our clients also receive the support of Partners who have successfully owned and operated a business since 1980.

Privately Managed, Owner Driven.

We are proud to work with a diverse group of clients to help them achieve their privately held business goals. These clients range anywhere from generations of family businesses to large growing entrepreneurships. Our long tradition of serving owner operated business gives us the knowledge and expertise necessary to best serve you.

We understand what is important to entrepreneurs, business owners and families. From startup, choice of entity, structure, operations, HST, to having the knowledge to assist you with cross-border issues, we are here to help you strategize in order to optimize your wealth.  

Our Services - From Startup to Estate Planning

We are aware that the issues involving private enterprise and estate and succession planning can be overwhelming. Our team of professionals is here to explain what these terms really mean to you, advise you on your individual plan of action and tailor to your needs to get the results you want. Our services include:

  • Assurance services
  • Accounting
  • Income tax planning and compliance
  • GST / HST
  • Business valuations
  • Succession planning
  • Generational transfers
  • Estate freezes
  • Use of trusts
  • Reorganizations
  • Mergers and acquisitions

Securing Your Family’s Future – Business Succession & Estate Planning

We recognize that business succession and estate planning is something that every business owner needs to address and that there are ways to develop an appropriate plan that works for you. Every client has goals and concerns when it comes to protecting personal wealth. Having worked with privately owned businesses for over 30 years, we are well-positioned to help you build tax-sensible retirement and estate plans. Here at Smythe Ratcliffe we are experts in retirement and estate planning topics including transaction and taxation planning, objectives of ownership, asset protection as well as cross-border considerations. 

Understanding Private Enterprise Income Taxation - Personal & Corporate Income Tax

In order to understand private enterprise taxation it is important that you understand integration. The concept of integration looks at the amount of after-tax income there is left to spend on personal use, for both the individual and the corporation. To learn more about this topic please contact us.

Contact Us

It is important to us that you understand issues related to private enterprises. Besides taxes, accounting and assurance we offer advice, planning and an explanation of what this all means for you. For more information, or any questions related to your small business, please contact our expert team:

Gary Luedke, Partner, Private Enterprise Lead, luedke@smytheratcliffe.com
Tom Morton, Tax Partner, tmorton@smytheratcliffe.com

 

Click here to view the  2012 Income Tax Rate Card detailing British Columbia Corporate and Individual Income Tax Rates.