How to do an amalgamation of two or more companies, enter a new Partnership Record, Assets for Share/Promissory Note Rollover, Shares for Shares/Promissory Note Rollover and how to reverse a Rollover are all shown in this set of videos.

Complete Corporate Manager User Guide V15

Corporate Manager: Rollovers, Amalgamation, and Partnerships

Video - Corporate Amalgamations

How to do an Amalgamation of two or more companies in seven easy steps. The process is so easy you're going to wish you had more to do!

Video - Partnerships

Opening a Partnership Record is very similar to the Organization Wizard for a Company. General, Limited Partners are entered, Capital Contributions, Partnership Percentages and more are recorded.

Video - Rollover Assets for Shares and/or Promissory Note

Whether performing a S.85 Rollover of Assets for Shares and/or a Promissory Note from a Sole Proprietor or another Company, this video shows the steps to follow.

Video - Adding Assets, Liabilities, and Land Interest

Assets and Liabilities can be added as an easy reference, but also used in S.85 Rollovers. Ontario and BC have additional Land Register requirements and set out in the additional Tip Sheet

Video - Rollover Shares for Shares and/or Promissory Note

When performing a S.85 Rollover of Shares for Shares and/or a Promissory Note this video shows the steps to follow.

Video - Rollover Reversal

Sometimes things have to be fixed - this video shows how to reverse a S.85 transaction from both sides to start over.