Businesses, their objectives, and the considerations they face are unique and dynamic, and decisions are often made within evolving information and circumstances. Our role is to provide the legal perspective and framework to assist clients in evaluating options and moving forward in a manner that aligns with their business objectives.

Business restructuring and succession planning often arise at important stages in the life of a business. These matters can involve ownership changes, corporate reorganizations, tax planning considerations, or preparing for the transition of a business to the next generation or new ownership.

Each situation can involve unique legal and practical considerations depending on the structure of the business, the industry involved, and the objectives of the business owners.

Our Business Restructuring Services

We assist businesses with a variety of restructuring matters, including:

• Corporate reorganizations
  
• Changes to corporate structure or share ownership
  
• Preparing corporate resolutions and restructuring documents
  
• Advising on governance and ownership arrangements
  
• Assisting with restructuring in anticipation of business transactions or succession planning
  

Our Succession Planning Services

Planning for the future of a business can involve legal and practical considerations relating to ownership, management, and long-term continuity.
We assist business owners with matters such as:

• Planning for the transition of ownership or management
• Preparing shareholder or partnership arrangements
• Structuring ownership changes over time
• Coordinating succession planning with estate planning considerations.

When should I consider restructuring or succession planning?​

It is generally advisable to consider restructuring or succession planning in advance of significant changes in a business, including growth, changes in ownership, retirement planning, or a potential future sale or transition.

Do these matters require coordination with other advisors

Yes. These matters often involve coordination with accountants and other advisors to ensure that legal, business, and tax considerations are aligned.

When should I seek legal advice for restructuring or succession matters

It is generally advisable to seek legal advice early, particularly where ownership, structure, or future transition of the business may be affected, to reduce the risk of delays, complications, or issues and to ensure arrangements reflect the parties’ intentions. In some cases, advice is sought after plans or arrangements have already been developed, which may require restructuring or revisiting those arrangements and can affect the efficiency or momentum of the process.

Leaders in Law: We have been recognized as a Leader in Law for our proficiency in Commercial Law legal advice and services, and are recipients of awards for our expertise in Commercial Law.

Global Law Experts: We are recognized as a Global Law Expert's member for Commercial Law and Business Law, and are recipients of awards for our expertise in Real Estate Law and Commercial Law.

Awards and Recognition: We are honoured to have received awards and recognition for our Commercial Law, Real Estate Law, Wills and Estates, and Notary services some of which are set forth in our Reviews page.

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We strive to be open and straightforward about our fees with fee estimates and a variety of service and fees options, because we understand that in personal or business matters, cost can be a factor in the opportunities, challenges, milestones and transactions requiring our assistance Find out more about more fees information.

Want to know more about corporate restructuring and succession planning?

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Contact us to see if we can assist you or our Lopatka Law Blog page includes some of the following legal articles:

1. ​​"Shotgun Clauses" [Compulsory Buy-Sell Terms] in Unanimous Shareholders Agreements,

and our blog covers more than just this area of the law and we post additional legal articles from time to time.