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Carr Financial Partners

Strategies for Small / Medium Businesses and Corporations

Whether you're a small business just getting started or a corporation looking for ways to protect assets, shelter growth or are thinking of "succession planning", we have solutions for you.

  • Did you know that many business owners take more money from their corporation than they need to to minimize taxation in their business and so they can invest and grow money efficiently, outside their business. What if there was a better way?
  • Some invest money inside of their corporation and encounter “passive income” situations which adversely affect their small business limit and end up paying more corporate tax then they need to.

  • Buy / Sell Strategies 
  • Key Person Protection
  • Insuring Corporate Debt
  • Growing Revenue inside the company (avoid the "passive income trap") 
  • Maintaining the Small Business Limit
  • Shareholder Retirement Income Planning
  • Shelter Corporate Assets
  • "Succession" Planning and Estate Planning
  • Buying / Selling a Private Company
  • Dental and Health Benefits