Thought provoking. Useful. Relevant. Our team regularly generates problem solving insights and experiences worth sharing.

The benefits of an estate freeze

Fuller Landau Team • November 04, 2020 AvatarAs a shareholder of a corporation (original shareholder or freezor) becomes older and wishes to pass the future growth of the business to the next generation or key employees, (s)he can implement a common reorganization known as an estate freeze. What is an estate freeze? A typical estate freeze transaction involves an exchange of existing ... Read more

Fuller Discovery Sessions

Fuller Landau Team • June 18, 2020 AvatarMany business owners may be considering their future financial needs as a result of COVID-19.  Jonas Cohen and Jeffrey Mandell of our Corporate Finance/M&A team have created the Fuller Discovery Session – a complimentary, one hour phone call to help you explore and identify opportunities.  Learn more about the Fuller Discovery Sessions here ... Read more

Fuller Landau acted as exclusive financial advisor and helped secure $4 million of senior debt

Fuller Landau Team • June 15, 2020 AvatarFuller Landau Advisory Services Inc. acted as the exclusive financial advisor to Choice One Medical Inc. on raising $4 million of Senior Debt from a Schedule A bank. Fuller Landau was exclusively engaged in 2019 by the client in order to secure bridge financing required to complete the successful acquisition of Choice One Medical. Jeffrey ... Read more

Fuller Landau acted as exclusive financial advisor and helped secure $25 million of senior debt

Fuller Landau Team • June 11, 2020 AvatarFuller Landau Advisory Services Inc. acted as the exclusive financial advisor to ClearPier Inc. on raising $25 million of senior debt from a Schedule A bank. ClearPier Inc. engaged Fuller Landau with a mandate to secure a new senior debt facility with a Schedule A bank in order to support the company’s increased working capital ... Read more

Denham Patterson and Sam Tabrizi Featured in Advisor’s Edge

Fuller Landau Team • April 27, 2020 AvatarDenham Patterson, Principal, Outsourced Business Services, and Sam Tabrizi, Principal in our Tax team, were recently featured in Advisor’s Edge outlining scenarios still requiring clarity when determining a business’ eligibility for the Canada Emergency Wage Subsidy. ... Read more

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