Presentation: Factor tax when selling a business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when selling a business. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint). All you need to do is fill in your own details and then move the slides into your favourite presentation software or app.

Enjoy, and we hope this offering helps enhance your client meetings.

Here’s an example of the first 5 slides. Download the word file to see the rest.

SLIDE 1

Planning to sell your business?

SLIDE 2

Shares or Assets?

SLIDE 3

The main decision when selling a business is usually whether to sell the shares or the assets.

Or a combination of both.

SLIDE 4

In general, it’s an advantage for a vendor to sell the shares.

SLIDE 5

A key benefit of selling shares is the potential for each share seller to claim a capital gains tax exemption, especially if the shareholders are related.

Proper tax planning can result in six or eight capital gains exemptions for family members.