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As 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
Many 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 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 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, 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