Transactional Services
Your expertise is the business.
Ours is facilitating a successful transaction.
With a long term focus and over 20 years of experience, Ward & Uptigrove surrounds you with a team of advisors and we guide you through the transaction.
I built a successful Veterinary Group with 3 clinics and I wanted to spend less time managing a business and more time enjoying my life with my family. The team at Ward & Uptigrove, led by my Accountant Dave, was supportive and responsive to enable a smooth transaction. He negotiated on my behalf with the buyer, valuator and lawyers while keeping me in the loop. I trust this team’s expertise, the tax planning to reduce capital gains tax was exceptional and I am confident that this was the best deal for me.
Dr. Kerry Mall
Trusted Advisors
We know our clients and their business. With over 20 years’ experience in transactional services, our transactional team brings depth and expertise. We work at the speed of the deal, maintain confidentiality and are dedicated to supporting clients during the buy or sell of their business.
Integrated Services to Fine Tune the Deal
Our team of experts come together to offer strategic services when you need it.
- Accounting expertise to review terms, provide due diligence and negotiate on your behalf.
- Tax experts to optimize and structure for tax efficiency.
- HR Consultants to help buyers ensure a smooth transition of employees.
- Wealth Management experts to assist sellers with succession and financial planning.
Simplified Tax Strategies
Our progressive tax planning and experience in optimizing corporate structures and individual taxation, allows us to:
- Effectively structure asset or share purchases, while ensuring purification requirements are met.
- Minimize taxation, efficiently plan for utilization of capital gains exemptions and increase cash flow.
- Optimize wealth transfer.
Long Term Focused
We care and advocate for you during negotiations, reviews, legal agreements and financials.
- Delivering on post transaction objectives
- Compliance accounting for buyers, helping to achieve success in their new business.
- Wealth management for sellers, coordinating efficient tax strategies.
Time and Fee Management
With our experience, we can moderate the process and efficiently manage the ins and outs, foreseeing and mitigating common issues that can unknowingly add time and fees.
