Corporate Reorganizations
Reorganize Today, Strategize for Tomorrow
As your business evolves, its structure should support, not restrict, your goals. Whether you’re preparing for succession, optimizing for tax efficiency, or streamlining operations, a corporate reorganization can create new opportunities and reduce long-term risks. We guide clients through the complex tax landscape of reorganizations. From Section 85 rollovers to estate freezes and butterfly transactions, we design and execute restructuring plans that align with your overall strategy, while ensuring full compliance with tax law and CRA expectations.
Our Corporate Reorganization Services Include:
Section 85 Rollovers
We help you transfer assets on a tax-deferred basis, allowing for flexibility in ownership transitions and restructurings.
Estate Freezes
We implement freeze strategies that lock in current value, shift future growth to the next generation, and support succession planning.
Butterfly Transactions
For divisive reorganizations or partnership exits, we structure butterfly transactions that meet strict technical rules while achieving practical outcomes.
Purification for Capital Gains Exemption
We identify and help remove passive or non-qualifying assets to preserve access to the Lifetime Capital Gains Exemption.
Holding Company Structuring
We support reorganizations that involve new holdcos, enhancing asset protection, income splitting, and long-term flexibility.
Why Choose HW Partners for Corporate Reorganizations
- Deep technical expertise in tax-deferred transactions
- Strategic planning is aligned with business and personal goals
- Strong collaboration with legal and financial advisors
Meet the Team Behind Our Reorganization Services
Our team works closely with owner-managers and professionals to structure change with precision and plan for what’s next.
Reorganizations aren’t just about tax; they’re about setting the business up for long-term success. We help clients restructure with clarity and confidence.
~ Shaina Watt, Partner
Thinking About a Corporate Reorg?
Let’s talk about what’s possible and how you can get there.