SB Partners logo

Technology

Our Technology Group provides all the operational accounting services you would expect from a leading accounting firm. Whether you’re in an early growth stage or are already well-funded, the devil is in the details. Our Technology Group excels at taking care of those details, and driving the big strategic picture too. Proud members of Haltech and Silicon Halton, we help extraordinarily talented people to make their vision a reality.

Case Study

Client Challenge

Client was concerned about the several aspects of their business and personal life:

  • Risk associated with the large accumulation of cash reserves in a company operating in a volatile industry
  • Planning for the protection of assets for the client’s children
  • Maximizing tax efficiency within his corporate structure

SB Solution

  • Conduct an analysis of client’s needs and points of concern to capture to fully understand areas of risk and exposure and the client’s long-term goals
  • Design a client specific structure to allow for the segregation and investment of excess cash reserves outside of the high risk environment of the operating company
  • Implement an estate plan for the client to structure and protect their current and future assets for the security of their family

Impact

Significant reduction of stress to the owner who now feels a higher level of security over their personal and corporate assets. Comfort to the client that their estate plan will provide protection to their family

Contacts

Gregory Clarke

905 633-6323
gclarke@sbpartners.ca

Mustafa Dossajee

905 633-6360
mdossajee@sbpartners.ca