In our business, fit is everything. That’s why we carefully assess whether ESOPs are right for your company, why we customize ESOP plans to meet individual business needs, and why we align ourselves with the very best in the business. We are committed to the successful implementation of our product and the satisfaction of our clientele—in the spirit of that ongoing commitment, assisting with seamless exit completion and to maximize value creation, we have developed long-term partnerships with the following organizations.
Legal and Tax
Dale & Lessmann LLP Canadian Counsel
http://www.dalelessmann.com/
Tracing its origins back over ninety-five years, Dale & Lessmann LLP serves the needs of many leading Canadian and global companies. One constant throughout the years has been their firm’s commitment to excellence, timeliness and outstanding client service.
Felesky Flynn LLP
https://felesky.com/people/jeremy-herbert/
At this collaborative, ambitious and creative tax law firm, Jeremy J. Herbert always comments that he and his team are tax nerds. With that kind of passion for tax law, who better to take care of the complex tax needs when designing an ESOP or even outside of an ESOP. Jeremy’s practice covers a broad spectrum of tax law, including tax planning, GST/HST matters, reorganizations and mergers. Jeremy has a particular interest in designing and implementing tax effective employee stock option plans for private corporations.
Kalex Valuations Inc.
http://www.kalexvaluations.com/
Established in 1996, Kalex Valuations Inc. has grown to become a leading boutique provider of independent business valuations, dispute support, tax dispute and transaction advisory services.
Maarschalk Valuations Inc.
http://valuationsandplanning.com/
Paul Maarschalk’s varied career has largely focused on corporate finance and corporate financial planning. He has worked in Canadian and international companies in financial services, value added agriculture, mining, mineral exploration, marketing, software and banking. He has consulted to all levels of business, from privately owned start ups to publicly traded corporations. The depth and breadth of his career, as well as his education, informs his perspective on business value.
ESOP Administration
Global Shares Canada
https://www.globalshares.com/ca/
Employee ownership, simplified. Whether you’re a startup or a global brand, Global Shares has the solution to help you track your company’s ownership and manage your equity compensation plans, seamlessly. As a third party ESOP administration company, with headquarters in Ireland, GS has many different solutions to fit any company size and budget. Once you’ve designed and launched your ESOP, see if Global Shares has the right solution for you to keep track and manage your new plan.
LoyaltyOptions
https://www.loyaltyoptions.com/
The Top Solution for Managing and Accounting for Employee Stock-based Compensation and Employee Ownership. LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans. In addition, we are always available 24×7 to help with any questions you may have.
Other
The Achievement Centre (TAC)
www.TACresults.com
TAC provides professional development programs, coaching, and strategic planning to organizations around the world and has developed a reputation for delivering results by focusing on the people side of business. Through TAC’s paced-learning programs, organizations initiate behavioural changes, helping employees reach their full potential.
ESOP Association Canada
https://www.esopcanada.ca/
The EAC is a not-for-profit organization focused on promoting the concept of employee share ownership plans (ESOPs) for business in Canada. They host educational events, share research and convene a community of employee owned companies. Become a member to access exclusive content and connections.
Canadian Western Trust
http://www.cwt.ca/
Owned by Canadian Western Bank, Canadian Western Trust is big enough to provide world-class service but local enough to know their clients by name, with people and personal relationships at the heart of everything they do.
Business Transitions Plus
www.BusinessTransitionsPlus.ca
Dave Sinclair, founder of Business Transitions Plus, approaches the sale of your business from a holistic approach. He works with you, the business owner, to create a personal transition plan ensuring you will lead a meaningful life after leaving the business. At the same time he helps you implement a strategic planning mindset, allowing deeper value to be created in your organizations, and ensure the business is ready for transition when you want, on your terms.
Genbridge
www.genbridge.ca
Genbridge is a family office dedicated to bringing order to the financial lives of select people like you. A multi-disciplined and integrated approach ensures that you and your family receive the best guidance in the areas of financial strategy, family governance, business succession, transitioning family wealth, as well as financial administration and management.