- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Valua Partners delivers integrated wealth planning through our partnership with Smartchase Corporate Solutions, bringing investments, insurance, estate planning, and tax coordination into one disciplined plan. We start with a comprehensive view of your operating companies, holding companies, trusts, and cross-border exposure, then implement recommendations based on need, with ongoing guidance as your life and business evolve.
Valua Partners delivers integrated wealth planning through our partnership with Smartchase Corporate Solutions, bringing investments, insurance, estate planning, and tax coordination into one disciplined plan. We start with a comprehensive view of your operating companies, holding companies, trusts, and cross-border exposure, then implement recommendations based on need, with ongoing guidance as your life and business evolve.
Our wealth management team serves clients who want a disciplined, coordinated, and tax-efficient plan, or who are looking at alternative investment opportunities. We specialize in managing wealth tied to an operating company, family trusts, and multiple cross-border jurisdictions. We build a framework that integrates investments, insurance, estate planning, and tax structure into a single operating system, ensuring decisions are consistent, documented, and easy to review over time.
Our wealth planning strategy incorporates your investments, insurance policies, estate planning, and tax exposure into one management system, instead of silos. Through our partnership with Smartchase Corporate Solutions, we build a clear and structured roadmap across your OpCos, HoldCos, investments, and succession plans that remains flexible and current as markets and life change.
We inventory your OpCos, HoldCos, trusts, and personal assets – then map cash flows, tax exposure, concentration risk, and liquidity needs. You get a clear “single source of truth” and a prioritized action plan.
We design the coordinated strategy across investments, insurance policies, estate/legacy planning, and tax structure, aligned to your goals, timelines, and tax jurisdiction. Clear decisions, clear owners, clear next steps.
We project-manage execution with your advisors (legal, tax, and insurance), document decisions, and set a review cadence. Ongoing governance keeps the plan current, so your structure stays efficient, defensible, and ready for life events.
We replace “set it and forget it” investing with a disciplined succession strategy. Smartchase Corporate Solutions helps you define your risk profile, set allocation targets, provides us access to liquidity when needed, and documents the decision logic behind every major move. The result is a portfolio process that’s transparent, tax-efficient, and aligned to your liquidity needs, so your plan stays defensible as markets and life change.
We don’t treat investments, insurance, debt, and estate planning as separate projects. We coordinate them, anchored to your tax position and corporate structure, so your strategy holds up under scrutiny and scales with your business.
Manager selection, asset allocation, monitoring, and disciplined rebalancing, aligned to liquidity needs and risk tolerance.
Key-person, buy-sell funding, estate liquidity, and personal coverage built around real liabilities, not generic policies.
Estate freeze readiness, trust coordination, planned giving frameworks, and ownership transition planning, integrated with OpCo/HoldCo realities.
Structuring credit and debt decisions to support cash flow, reduce risk, and avoid tax-inefficient forced sales.
Dividend/comp planning alignment, passive investment governance inside HoldCo, and long-term legacy planning with clear decision rules.
Your plan is coordinated through Smartchase Corporate Solutions, with regulated partners supporting securities, insurance access, custody, private markets, and mortgages, so execution is compliant, auditable, and built for long-term governance.
We coordinate wealth planning through Smartchase and integrate it with Valua’s tax and CFO teams, so planning reflects your entity structure, cash reality, and compliance requirements.
Yes. Wealth decisions are coordinated with your tax position, entity structure (OpCo/HoldCo/trusts), and cash flow realities. That means your investment policy, insurance strategy, and estate planning are designed to match how your finance function actually operates – not a standalone “portfolio plan.”
Traditional advisors often focus on products or a single slice of the picture (investments only, insurance only, etc.). We run wealth planning as a coordinated system: policy + implementation + governance, with ongoing review and tight alignment to your corporate structure, reporting needs, and tax strategy.
We coordinate investment management through the Smartchase platform and regulated partners. You get a structured plan and ongoing oversight, with access to portfolio management solutions and custody infrastructure – without the fragmentation of trying to stitch together multiple advisors.
Yes – life insurance solutions are placed through Smartchase’s licensed partners with access to major carriers. We focus on strategy and fit (estate liquidity, key-person, buy-sell funding, risk transfer) and ensure coverage aligns with your broader plan and tax considerations.
Disciplined, risk-aware, and built for long-term outcomes. We define your risk profile and liquidity needs, set an investment policy, and monitor performance against agreed objectives. The goal is consistency and governance – not reactive decision-making.
Custody is provided through regulated custody infrastructure on the platform (for nominee accounts where applicable). The intent is to keep your plan compliant, auditable, and operationally clean, with clear reporting and account controls.
Absolutely. We frequently coordinate with legal counsel, corporate accountants, external auditors, and existing advisors. Our role is to align moving parts, clarify responsibilities, and keep decisions consistent across corporate, tax, estate, and investment planning.
We don’t replace legal counsel. Valua provides tax planning and finance/CFO coordination, and we collaborate with your lawyer on estate and corporate legal matters. When formal legal opinions are required, we coordinate with your counsel so execution stays aligned.
Pricing depends on complexity (entities, jurisdictions, holdings, planning scope) and whether you want ongoing governance or a one-time plan. Most clients choose a structured engagement with defined deliverables and a recurring review cadence.
We start with an assessment of your entity structure, objectives, risks, and existing plans. Then we build the coordinated strategy (investment policy, insurance architecture, estate/tax alignment) and implement with clear timelines, account setup, and review cadence.
HoldCo dividend policy, OpCo cash, insurance-funded buy-sell, estate freeze, philanthropy mandate.
Concentrated stock diversification, umbrella policy, insurance trust coordination, charitable plan.
Leverage and amortization plan, private credit sleeve, key-person coverage, trust-based distributions.
Start with a private conversation. We’ll map complexity, identify gaps, and outline what a coordinated plan looks like across investments, insurance, estate, and tax – anchored to your business.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
