Research and Insights

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Stay connected to the issues that impact you as a private company owner. Read our survey reports, publications and tax updates.

Guide to going public in Canada
Turning a privately owned enterprise into a publicly traded company through an initial public offering (IPO) is a rigorous process. To learn more and to help you get started, we invite you to read this publication which explains the IPO process, provides insights into the hurdles you may face, and tips on how to tackle them.
Guide to going public in Canada PDF

Balancing the personal with the professional: How to bridge the gap in a family business
Most family business leaders say their key advantage over non-family-owned firms is their long-term approach and their focus on building trust and personal relationships. So why is it that only 12% of family businesses make it to the third generation and only 1% make it beyond the fifth generation?
Balancing the personal with the professional PDF

Helping families through the maze: Tax planning for cross-border families
Thanks to our long and friendly relationship with our neighbour to the south, it’s tough to find a family without some kind of US connection. Our team is here to help you understand and plan your affairs so that you have a tax efficient plan here in Canada and in the US.
Helping families through the maze PDF

Business Insights®: The Survey of Canadian Private Companies
The Business Insights Survey of Canadian Private Companies 2013 reveals how private companies have fared over the past year and what leading companies are doing to prepare for the future.
Business Insights The Survey of Canadian Private Companies 2013 PDF

Creating a lasting legacy
The Canadian supplement to the 2012/13 PwC Global Family Business Survey explores the key strengths and challenges faced by Canada’s family-owned businesses.

Year End Tax Planner
The Year-End Tax Planner is a publication designed primarily for individuals who have either accumulated some wealth or who own their own businesses (large or small).

Building a presence in today's growth markets
Private companies are setting their sights on emerging and fast-growing markets (EFGMs), where economic conditions are rebounding more quickly than in mature markets. Read about the top business opportunities and risks in these markets as identified by 158 private-company executives.

Real Estate Insights
Real Estate Insights is a weekly newsletter that offers news and recent developments in the Canadian real estate industry. It also features upcoming events and PwC thought leadership.

Wealth and tax matters
A flagship publication produced by our High Net Worth practice written to keep individuals, business owners and tax practitioners up-to-date on ways to preserve wealth, enjoy the fruits of their hard work and avoid unnecessary tax liabilities.
Wealth and tax matters

Top 10 things to consider for your will and estate plan
Planning today for your future tomorrow can reduce taxes during your lifetime and help ensure that your estate planning objectives will be met. We have put together a checklist of 10 steps to help you achieve your goals.

Putting cash back in your pocket: PwC’s Direct Tax Recovery Review for Private Companies
Managing a private company is complicated enough without having to worry about filing taxes properly. And yet, inaccurate tax returns often result in overpayment — substantial sums in some cases.

Company Size Matters: Perspectives on IT Governance
This publication explores small versus large Canadian organizations and IT Governance.

The CRA’s High Net Worth Project
The Canada Revenue Agency (CRA) is now publicly addressing the High Net Worth Project. Find out who is being targeted and what to expect.
The CRA’s High Net Worth Project

Accounting Standards for Private Enterprises (ASPE) or IFRS?
The Canadian Accounting Standards Board (AcSB) has released the new set of standards that will apply to private enterprises (Accounting Standards for Private Enterprises, or ASPE).
Accounting Standards for Private Enterprises (ASPE) or IFRS?

Exit Focus Series
The five-part series has been developed to help guide business owners through the initial stages of making the decision to transition out of the business, to preparing for life after the deal.

Let's Talk series
Our Let’s Talk articles provide our perspective on the issues most impacting Canada’s private companies, from managing risk to talking to your banker, and more.

As I See It series
Find out what is on the minds of the owners and leaders of Canada’s most successful private companies, and what keeps them up at night. As a part of our As I See It series, we interviewed the CEOs Canadian private companies, who shared their candid thoughts.

Tax Facts and Figures: Canada
A comprehensive look at the federal and provincial tax rates to help you to make sense of the rates and changes that affect you and your company.
Tax Facts and Figures: Canada 2010

Charitable Giving Guide for Donors
Determine the most cost-effective way to structure your donations.
Charitable Giving Guide

Tax Rules for Family Law Practitioners
This publication can assist you in your family law or mediation practice.

Estate Tax Updates
A series of publications designed to help you understand U.S. tax exposure for Canadians.
Estate Tax Updates