WE ENSURE BUSINESS OWNERS EXIT WITH PRINCIPAL GUARANTEED, CASH HEAVY, TAX SHELTERED ACCOUNTS EQUAL TO AT LEAST 10 TIMES NET EARNINGS.

OUR TEAM

JOHN LINDSAY

John Lindsay, the Principal and Senior Consultant at MacDonald MGMT., is dedicated to guiding business owners through the complexities of future liquidity events for their privately held firms. An Accredited Associate of the Institute for Independent Business and an MBA graduate from Oxford Brookes University, Mr. Lindsay brings 35 years of business experience in North America and Europe.

With a background in business analysis and financial consulting, Mr. Lindsay spent 19 years assisting business owners in realizing the value of their privately owned businesses. He specializes in helping owners achieve Tax-Free monetization of their businesses. Having worked across various industries, Mr. Lindsay has analyzed and consulted on hundreds of small and medium-sized businesses. He has also contributed articles addressing the challenges business owners face when selling their businesses.

DAWNYCA CRISTELLO

Dawnyca Cristello plays a crucial role as the Business Development and Service contact at MacDonald MGMT. in Ontario. Holding the esteemed Certified Financial Planner (CFP) designation, Dawnyca is often the first point of contact for those seeking assistance with MacDonald MGMT. She brings valuable first-hand experience from her time as a key figure in a private company manufacturer in Western Canada. This firm, with 1500 employees and a presence in the USA, faced challenges during a sales process due to differing views among shareholders and tax implications. The subsequent winding down of the business left a profound impact on Dawnyca, fueling her determination to prevent such tragedies for other business owners.

Dawnyca actively welcomes partnerships with accountants, recognizing them as valuable assets to any enterprise. She believes that entrusting financial matters to accountants allows business owners to focus on day-to-day operations with peace of mind. Dawnyca’s commitment to assisting business owners stems from her personal experiences and the belief that such tragedies can be avoided.

Our Contributions

Industries We Serve!

Government employees and educators give many years of service in their careers in exchange for pension and assurances that they will have enough during their retirement years. They want to know if they will outlive the capacity of their pension and other savings.

We specialise in providing that assurance with interactive models that make sense.

Small business owners find a reliable ally in us as we provide services dedicated to enhancing their retirement outcomes. With a commitment to securing their financial future, we orchestrate exit strategies that ensure small business owners receive at least 10 times their net earnings at retirement.

For those in the construction industry, we open the door to a retirement windfall. Private business owners can count on us to fetch remarkable net earnings and game-changing opportunities for their companies.

For self-assessment on the impact of TOSI rules.