Business Succession

Business Succession Planning

We’ve been practicing Business Succession planning for years, with countless seamless transitions to our name. At O’Keefe & Sullivan, we believe good tax advice is individual in nature and an integral part of each business owners’ financial goals. Our tax planning approach encourages our clients to focus on growing their enterprise, while having their corporate and personal tax needs met by a professional who is in tune with their objectives. Our clients count on us when it comes to the planning and transition of their business ownership. Whether planning your will, preparing for the sale of business or setting up a family trust, our team is here to help.

Law firm Partner Colin Sullivan leads both our Estate Planning and Business Succession Planning practices. As both a lawyer and registered chartered professional accountant, Colin provides unique insight and strategic advice that is hard to find elsewhere in Atlantic Canada. We are routinely called on by various banks and financial advisors to assist mutual clients with their trust and estate planning needs.

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Colin Sullivan
(709) 700-0911
csullivan@okeefesullivan.com

Business Succession and Trust and Estate Planning

ON YOUR SIDE

Trust and Estate Planning

At O’Keefe & Sullivan, we give each client the attention they require to guide them through the many financial and tax related items they need to reflect on in order to accomplish their objectives. Our philosophy is that good tax advice is individual in nature and an integral part of each person’s financial goals. This allows the client to focus on growing their enterprise, while having their corporate and personal tax needs met by a professional who is in tune with their objectives. We are consistent, patient and professional. We offer peace of mind services, including wills, power of attorneys, advanced health care directives, trusts, life insurance planning, probate and administration.

Business Succession Planning

We’ve been practicing Business Succession planning for years, with countless seamless transitions to our name. At O’Keefe & Sullivan, we believe good tax advice is individual in nature and an integral part of each business owners’ financial goals. Our tax planning approach encourages our clients to focus on growing their enterprise, while having their corporate and personal tax needs met by a professional who is in tune with their objectives. Our clients count on us when it comes to the planning and transition of their business ownership. Whether planning your will, preparing for the sale of business or setting up a family trust, our team is here to help.

Law firm Partner Colin Sullivan leads both our Estate Planning and Business Succession Planning practices. As both a lawyer and registered chartered professional accountant, Colin provides unique insight and strategic advice that is hard to find elsewhere in Atlantic Canada. We are routinely called on by various banks and financial advisors to assist mutual clients with their trust and estate planning needs.

Contact

MAIN OFFICE

49 Russell Square, London, UK

E-MAIL

admin@okeefesullivan.com

TELEPHONE

709-900-0911

Frequently Asked Questions

What to expect from the first meeting with your solicitor?

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The divorce process: filing the paperwork and timescales

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Making arrangements for children and family finances

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