Case Study:

While still working full time elsewhere, Mr and Mrs Client purchased a stone quarry and worked evenings and weekends on their new venture. The new enterprise brought with it issues related to tax, estate plans, insurance, accounting, business valuations, and ongoing investment of profits. They turned to Moneystrat Securities Inc.'s Earla Burke who acted as the one point of contact at Moneystrat, and allowed them to address each of these complex areas while saving significant legal and accounting costs.

Upon retirement, they began working the stone quarry full time. Their son and daughter-in-law soon joined them and the business grew. After several successful years Mr and Mrs Client decided it was time to pass the business on to the next generation. Earla worked with all four parties to develop a buy-sell agreement that benefited everyone. Today, the buy-sell agreement is complete, the business continues to thrive under the direction of the son and daughter-in-law, and the parents are happy to relax and enjoy life and spend time with their grandchildren.

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