Throughout their career, entrepreneurs will face a multitude of business challenges  that are directly or indirectly affected by taxation.  Whether it’s the context of a corporate reorganization, the acquisition of assets or shares, the preparation of simple or complex tax memoranda, or when passing the torch, tax issues are at the heart of discussions, negotiations, and the execution of these transactions.

At YULEX, we help you understand and anticipate the tax implications of your projects to ensure your decisions are sound and can serve to increase the chances of success of your business opportunities. We also advise entrepreneurs on managing and protecting their assets, particularly in setting up trusts, protection mandate, and wills.

Our Approach

We prioritize a proactive and strategic approach aimed at using taxation as a lever for growth. We aim to work alongside you to anticipate risks, manage uncertainties, and build a sustainable vision for your business. We also act as a partner in your estate planning.

Our Tax Services

• Preparation of tax memoranda
• Corporate restructuring and reorganization  
• Various transactions and operations in Canada and abroad
• Analysis of tax implications during the purchase/sale of businesses (shares or assets)
• Employee stock ownership plans (a.k.a ESOP), executives, and directors  
• Shareholder integration and exit planning  
• Financing
• Tax audits  
• Tax-related disputes and litigation  

Our Wealth Management Services

• Estate and wealth planning
• Establishment of trusts  
• Drafting of wills
• Drafting of protection mandates
• Organizing the distribution of your assets after death