Client Success Stories

Summary A family-founded Canadian health supplement company faced high personal tax rates, an unclear succession path, and an incomplete corporate restructuring plan drafted by external advisors. By engaging Selah Trust's fractional CFO services, the company implemented a capital holding corporation, established a family trust to transfer control without a sale, and built an extraction plan projected to save $254,000 per year in tax and eliminate up to $25 million in estate t

Summary A mid-sized, family-operated land development and homebuilding company in Alberta faced financial, operational, and leadership challenges that were restricting their growth potential. By engaging Selah Trust’s fractional CFO services, the company unlocked over $3 million in capital, achieved approximately $400,000 in tax savings, strengthened internal operations, and de-risked their corporate structure—all within a six-month engagement at a modest investment of $46,00