ATTENTION: clinics and business owners With Substantial retained earnings
Is Your Practice Structured as a Tax-Efficient Wealth-Building Asset — or Just an Operating Business?
We conduct a structured Strategic Assessment to help incorporated owners protect, grow, and efficiently transfer corporate and family wealth.
Most incorporated clinic owners unknowingly face one or more of these structural issues within their corporate structure:
What's the Main Focus in Your Business Right Now?
Are You Extracting Income from Your Corporation in the Most
Tax-Efficient Way?
Many incorporated owners pay significant dividend tax year after year — not because they lack advisors, but because their structure was never designed to optimize how retained earnings are strategically extracted.
Even modest structural refinements can significantly improve how corporate profits are converted into personal wealth — while preserving long-term growth capacity.
Is Your Corporate Wealth Properly Shielded from Risk?
Operating companies accumulate value — but they also carry operational and legal exposure.
Without the right structure, retained earnings and corporate assets may remain unnecessarily exposed to business risk, creditor claims, or unforeseen liabilities.
Strategic structuring separates growth from risk — and protects what you’ve already built.
Is Your Exit & Succession Plan Optimized for Maximum After-Tax Legacy?
At sale, transfer, or death, a substantial portion of a business’s value can be eroded by capital gains tax, probate costs, or inefficient estate structuring.
Many owners discover too late that their succession planning was incomplete — or never fully integrated with their corporate strategy.
The difference between a basic plan and an optimized one can represent hundreds of thousands — sometimes more — preserved for family and future generations.
What This Assessment
Is — And Who It’s For
This is not a sales presentation.
It is a structured review designed for incorporated clinic and business owners with meaningful retained earnings who want clarity on how their corporate structure is positioned — today and long-term.
How the Strategic Assessment Works
1. We Listen
We begin by understanding your current corporate structure, retained earnings, objectives, and long-term intentions — without assumptions or pre-set solutions.
2. We Review
We evaluate income extraction efficiency, structural protection, and exit & succession exposure — identifying potential gaps, inefficiencies, or opportunities for refinement.
3. We Recommend
If improvements are appropriate, we prepare a comprehensive and integrated strategy for review in a follow-up session — and coordinate implementation, once approved, alongside your CPA and legal advisors.
Meet Luis - Cofounder of Stratego Solutions
Stratego Solutions | Strategic Integration
Live Better Insurance | Implementation
Strategic Integration of Tax, Insurance, Legal & Financial Strategies
Working alongside your CPA and legal advisors.
Contact us by text, e-mail or give us a call !
Phone: (647) 559 1967
Email: [email protected]
Address: Mississauga, ON – L5M 7J1 & Vancouver, BC – V6B 1T2
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