Henderson Partners, LLP

Services for businesses

We are more than just a list of services. We are a caring team of professionals who offer strategies and effective solutions for owner managed business.

Our business clients range from start-ups to more complex and established organizations with annual revenues of more than $10 million. We recognize that each of our business clients are unique, and tailor our specialized financial and tax services to each organization's specific needs. For a look at the types of businesses that we advise, please click here.

Strategic and financial advisory services

At virtually every stage of the life of a business, owners face challenges and change. Expansion into a new market. Integrating an acquisition. Restructuring. Selling part of the business. Planning for retirement.

Utilizing our many years of experience with entrepreneurs and companies at all stages of growth, we can guide you through the decisions required to build corporate value and maximize profitability. We offer the following services to help management teams resolve challenges, deal with change and achieve your vision.

• Strategic planning
• Business plans
• Financial projections
• Cost-benefit analyses and economic impact assessments
• Operational reviews
• Succession planning
• Family succession planning

We can provide an objective perspective to identify issues, analyze problems and recommend actions. We also provide hands-on support as needed to assist in implementation and the measurement of progress and results. 

Tax planning and preparation (Canada and US)

Our corporate taxation services include:

• Corporate tax planning
• Corporate reorganizations
• Corporate tax returns (Canada/US)
• GST information returns
• Charity information returns
• Non-resident taxation
• Disputes with and appeals to CRA
• T4s, T5s, T5013s, etc
• Scientific Research and Development tax credits

Accounting and bookkeeping

We have extensive accounting and bookkeeping experience to leverage on behalf of our clients. Once we understand our client's unique needs, we can provide a range of services that could include: recording and processing daily transactions, preparing and filing government forms and remittances and preparing financial statements.

Financial statements/reporting

To ensure the accurate and timely preparation of financial statements and associated reporting, we can work closely with a business's internal financial team, or we can provide these services on behalf of the client.

Audit or review of financial statements

To help our clients comply with government, bank, shareholder or regulatory requirements, we provide assurance services - including auditing or reviewing financial statements. We can also assist in the preparation of offering memorandums, prospectuses and in conducting or providing oversight to due diligence procedures.

Business valuations

We provide business valuation services that may be required for a potential business sale, personal tax planning, corporate and partnership reorganizations and restructuring, or securing financing from lenders.

Corporate finance

The right kind of financing at the right time can be critical at many stages of the life cycle of a business. Growth, restructuring, acquisition, management buyout, debt refinancing and merger are all reasons why you might require capital. We can help entrepreneurs achieve their strategic goals by developing effective financing arrangements with an array of traditional and non-traditional investors and lenders.

Acquisitions and mergers

We help entrepreneurs to minimize the risks and maximize the value of these transactions. With our  multi-disciplinary team and depth of experience helping private companies complete successful transactions, we provide value by understanding our clients’ goals and priorities, evaluating opportunities, identifying challenges and issues, and providing the support needed to deliver results.

 

Small business start-up

With our years of experience and a strong entrepreneurial client base, we are well equipped to assist clients by providing advice and offering services necessary to get a small business up and running. We are also skilled in nurturing these businesses as they grow.

Services for individuals

Our individual clients have needs that range from simple to complex. We work hard to understand your objectives and are well equipped to assist you in achieving your personal goals. Here are some of the services that we offer individuals (click on each item of interest for more details):

Tax planning and preparation (Canada and US)

We prepare and file personal taxes - in both Canada and the U.S. - on behalf of our clients. As part of that process, we consult on a range of issues including:

• Personal and corporate tax planning
• Corporate reorganizations
• Estate planning
• Non-resident taxation
  • planning
  • rental properties
  • offshore income reporting
  • tax reporting, NR4, NR6
• Estate and terminal tax returns
• GST information returns
• Trust information returns
• Charity information returns
• Disputes with and appeals to Canada Revenue Agency
• T4s, T5s, T5013s, etc

Integrated wealth management

We believe people are best served by taking an integrated approach to helping them grow and manage their wealth. By working together to establish goals and then ensuring each part of a wealth management strategy is aligned, our clients' assets work more effectively for them. Depending on individual needs and objectives, this can include all aspects of personal financial planning, taxation, retirement and estate planning and investment strategy.

Retirement planning

We help our clients plan before retirement or structure finances after retirement to offer maximum peace of mind. This can include cash flow analysis, executive compensation strategies (including supplemental pension plans, retirement compensation arrangements, stock option and planning other perks), investment portfolio design of RRSPs, RRIFs, employer pension plans and corporate investment accounts, severance and early retirement counseling of departure packages and pension analysis.

Investment review

With extensive experience in the investment industry and no mandate to sell commissioned products, our Certified Financial Planners are highly qualified to perform an independent evaluation of clients' portfolios. We review existing portfolios, make adjustments if necessary, and together we draft an investment policy statement as a blueprint for all future investment decisions.

Estates and trusts

As part of our Integrated Wealth Management services, we work with our clients to ensure they have the proper wills and power of attorney documents in place. Depending on individual circumstances, we advise on and work closely with the legal advisors to establish family trusts, intervivos testamentary trusts, holding companies and estate freezes. We can also act as a professional trustee on behalf of clients.

Employment contracts

We can help negotiate and review employment contracts to maximize the benefit to the employee and to minimize and defer income taxes.