Shift was started as part of a financial plan and to separate D-Tech’s IT services from the growing number of condo software products and services I was creating along the way. It was at this time that a family trust was setup and a beautifully organized yet complicated new corporate structure was engineered with the help of various professionals.

I used this opportunity to create Shift Engage, a small digital marketing company that focussed on providing affordable digital services to D-Tech’s and Shift’s clients, while serving as our own internal Marketing department.

Another sub-brand of Shift was Shiftsuite, a revolutionary suite of software built specifically for the condominium property management industry.

Shiftsuite was then sold to a private equity firm specializing in Real Estate related software in 2018.

The creation of Shift enabled me to branch into a wider array of services and products that provided mission critical services to our clients while serving various internal operational and revenue goals.

PRUDENT FINANCIAL PLANNING LEADING TO SIGNIFICANT RESULTS

Leveraging the Shift brand, the creation of Shift Engage and Shiftsuite provided many notable results. Summarized below are result of the prudent planning and execution of a family trust and corporate reorganization:

• Revenue: <$5,000,000
• Succesful split of assets without HST impact
• Extensive use of WordPress, Google Analytics, Google SEO and Adwords
• Quickbooks Desktop and Accounting
• #1 on Google organic search
• Management of family trust execution with Legal, accounting, and business professionals
• Less than 1% client churn

OTHER COMPANIES, PRODUCTS, AND SERVICES I’VE BUILT AND SOLD

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