HFI Financial

Keith L. Hatton, CLU, ChFC, CFP

Living Buyouts

Key Benefits:

For the Seller

• Unfortunately, more often than not, only the business assets are sold, and usually not at the best price because they are used or old. Secondly, the seller in all likelihood is facing significant recaptured depreciation (fully taxable) on the sale of these assets.
• However, the living buyout arranges to sell the shares (not just auction the assets), utilize the Canadian capital gains exemption, and get that first $500,000 tax free for each shareholder!
• The living buyout ensures the best possible "going concern" value for the business. If you were going to buy a business that just lost its' principal would you proceed today or wait six months?
• The seller may also be able to fulfill a feeling of moral and ethical debt by passing the business on to the people that helped him build it.

For the Buyer

• It is possible and often quite workable, that the buyer has been able to purchase the firm when he/she had little funds to begin with.
• He/she gets what he's always been promised but never knew how.

Please see:

• Small-business owners may opt for 'Living Buyout', The Edmonton Journal, Sept 26, 1994.

Information Request Form click here

Contact Information

Keith Hatton

Telephone

780-482-2745

FAX

780-488-1025

Postal address

#408 - 9707 - 110 St. Edmonton, AB, T5K 2L9, Canada

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. We have also been very successful in reducing costs of employee programs and providing more tax effective compensation.

health, dental, rrsp, rrif, tax shelter, mutual funds, shared ownership, split dollar, segregated funds, bonds, life insurance, employee benefits, planners, financial, planner, pension plans, offshore, trusts, living buyout, universal life, IPP, rrsp maximums, disability insurance, RCA, levered, financial planning, estate planning, buy sell agreements, group insurance, group RRSP, accident and sickness insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning.

Financial, RRSP, Mutual Fund, Estate Planning, IPP, RRIF, Employee Benefits, Life Insurance, Universal Life, Tax Shelter, Living Buyout, Financial Planning, Retirement Planning, Shared Ownership, Pension, Trusts, Offshore, Shareholder Agreements, Accident and Sickness Insurance, Group Insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

Call us toll-free at (866) 444-2745 with questions or comments about this web site.

Copyright © 1996-2008 Hatton Financial Inc.

Last modified: December 14, 2008