The time has come to pass your hard-earned legacy on to your successor. It’s an enormous decision. The steps you take now will affect your reputation and the future of your business, customers, employees and, most importantly, your family.

Whether you’re selling or transitioning a business or an accumulation of wealth, having a succession plan or an estate plan in place is the only way to ensure an effective and smooth transition of your business and wealth.

Why DMCL?

Business and succession is an area where experience and industry-specific expertise matter. At DMCL, we understand there’s no one-size-fits-all approach to business and succession planning, just the right approach for your organization’s unique situation. A strategy that considers all available options assesses their unique advantages and disadvantages, and that balances business success and relationships throughout the entire process.

Our Services

  • Facilitation services
  • Planning trusts, including safeguarding assets, reducing probate fees, and holding shares in a family-owned company
  • Providing domestic and cross-jurisdictional tax minimization strategies
  • Planning and reviewing wills
  • Planning for end-of-life including avoiding double taxation
  • Planning asset disposition
  • Planning charitable gifts

Our Commitment

We pride ourselves on developing long-lasting relationships with our clients. Our hands-on approach is designed to help you succeed.

Professional Standards

Be compliant. Be assured. We’re committed to delivering high-quality assurance services that offer true value and underpin stakeholder confidence.

Recent Posts

Before You Hand Over the Keys

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This article is from the quarterly Canadian Overview, a newsletter produced by the Canadian member firms of Moore North America....

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Top Ten Tips for Navigating a Small Business During COVID-19 from an Accountant and Valuator’s Perspective

We have been living with COVID-19 in our world for some time now. Although it is a very fluid situation,...

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We pride ourselves on developing long-lasting relationships with our clients. We are hands-on and work directly with clients to achieve success.