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This book is intended as a detailed and annotated “checklist” for managing the sale of a business. This checklist covers, chronologically, the federal legal aspects as well as the federal tax planning details of the sale of a business, from the gathering of information to the steps following the transaction.
This book is intended as a detailed and annotated “checklist” for managing the sale of a business. This checklist covers, chronologically, the federal legal aspects as well as the federal tax planning details of the sale of a business, from the gathering of information to the steps following the transaction. The author’s commentary is fully supported by law, doctrine, case law, and the administrative position of the tax authorities.
It also features a 30-page chronological checklist that will quickly become an indispensable tool. The guide is divided into three parts: planning – 2 years before the sale, 6 months before the sale, and during and after the sale. Each part covers the steps to take: performing the analysis, collecting documentation, taking action, drafting documents, finalizing the sale, and what to do following the sale.
Inspired by the 1st edition of La vente d’une entreprise: une check-list multidisciplinaire, written by Nancy Fortin and published by Wolters Kluwer
Me Nancy Fortin, dirige son propre cabinet auprès d'une clientèle constituée de petites et moyennes entreprises. Elle est également directrice des services juridiques de plusieurs moyennes entreprises, et ce, afin de les aider dans leurs expansions et leurs acquisitions.
Sa pratique est axée exclusivement en droit corporatif, commercial et fiscal, notamment dans les domaines de la vente d'entreprise, ainsi qu'en réorganisation, fusion, liquidation et acquisition d'entreprise.
Simon Labrecque has extensive experience in mergers and acquisitions, having acted in hundreds of transactions over the last twenty years, both on behalf of buyers, such as private corporations, venture capital funds, institutional funds, and Canadian and non-resident investors, and on behalf of sellers, such as shareholders and target companies, mainly in private transactions. He has also represented major issuers of securities in complex transactions, including private investments and global financing and acquisitions. He also acts in Canadian tax matters, particularly with respect to the implementation of corporate and tax planning and counsel regarding the purchase and sale of businesses.
