Tax planning on retainer, structure analysis, budgets and forecasts, deal underwriting, and custom financial models, all flat-fee and scoped to the decision you're making. We draw on real private equity and real estate development experience.
Proactive, year-round tax planning for owner-managers and real estate investors. An advisor on call, not just a return preparer. Minimum 12-month term, billed monthly.
| Tier | Monthly fee | Included time |
|---|---|---|
| Single entity / individual | $450/mo | 1.5 hours |
| Multi-entity / real estate group | $750/mo | 3 hours |
12-month minimum term, billed monthly. Overage at $275/hr. Unused hours do not roll over. All fees plus HST.
Analysis of your ownership and corporate structure (corporation vs. trust vs. partnership, holding company setups, and reorganization options), with a clear recommendation.
| Item | Fee |
|---|---|
| Typical structure review (holdco / investment structure) | From $2,500 |
| Complex reorganizations (s. 85 rollovers, trusts, estate freezes) | $5,000–$10,000, quoted |
Options memo + roadmap delivered within 2–3 weeks of complete information. All fees plus HST.
Creation of your initial budget or forecast. Ongoing review against the budget is a management reporting service.
| Item | Fee |
|---|---|
| Standard annual budget / forecast | From $1,500 |
| Complex / multi-scenario (multiple segments, sensitivities) | $2,500–$5,000, quoted |
Budget workbook + assumptions memo within 2–3 weeks of complete information. All fees plus HST.
Analytical support on acquisitions, financings, and investments. A detailed review of returns, financing structures, and sensitivities so you are equipped at the onset.
| Item | Fee |
|---|---|
| Standard deal (acquisition / financing / return analysis) | From $2,500 per deal |
| Complex (development underwriting, LP/GP waterfalls, multi-entity) | $5,000–$10,000, quoted |
Delivered on the deal timeline (typically 1–2 weeks). Flat fee confirmed before work begins. All fees plus HST.
Design and build of custom financial models (development pro formas, investor waterfalls, valuation models), quoted as a fixed fee before build begins.
| Item | Fee |
|---|---|
| Standard model | From $1,500 |
| Development pro forma | From $2,000 |
| Investor / LP–GP waterfall | From $4,500 |
| Valuation model | From $1,500 |
Each model quoted from estimated build hours; the quoted fixed fee is final. All fees plus HST.
Book a discovery call and we'll map the right combination of services to your business, with a clear engagement letter and fixed fees before any work begins.