Architecture concept for Equitus, illustrative, not the live site. Prepared by Spencer Morley Consulting.

Equitus, Equity in Focus
Family Enterprise Office · Edmonton and Leduc

Built to grow without pouring a new foundation.

Equitus Partners LLP is the ground floor. Law, Capital, Real Estate and Financial Planning rise on the same footing, so your family deals with one office that already knows your file.

N1Each floor is a page built from one reusable template. Adding a practice is content entry, not a rebuild.

Elevation drawing of the Equitus Family Enterprise Office Equitus Partners LLP is the live ground floor. Equitus Law, Capital, Real Estate and Financial Planning are launching floors above it, with room for a sixth practice on top, all on one foundation. ROOM TO GROW BUILT TODAY + + · ROOM FOR MORE Practice six Room for more 05 · LAUNCHING Financial Planning Financial Planning 04 · LAUNCHING Real Estate Real Estate 03 · LAUNCHING Capital Capital 02 · LAUNCHING Equitus Law Equitus Law 01 · LIVE TODAY Equitus Partners LLP Partners LLP · Live FOUNDATION One family file DRAWING A-01 · ELEVATION FAMILY ENTERPRISE OFFICE

00The foundation

One family file.

Every Equitus practice works from the same understanding of your business and your family, so your accountant, your lawyer and your planner never ask you to start from scratch.

01Ground floor Live today

Equitus Partners LLP

Accounting, audit and assurance. Tax, advisory and controllership for owner-operated businesses, from the founding practice the rest of the office is built on.

Visit the practice

02Second floor Launching

Equitus Law

Tax planning, trusts and estates, built in step with the accounting rather than bolted on after it.

Preview the ready page

N2This page already exists. Switching it on is a content task, not a build project.

03Third floor Launching

Equitus Capital

Investment management built for family enterprises.

Ready to switch on

04Fourth floor Launching

Equitus Real Estate

Development, holdings and strategic real property.

Ready to switch on

05Fifth floor Launching

Equitus Financial Planning

Personal and family wealth planning, start to legacy.

Ready to switch on

+Room for more

Practice six, seven, and beyond.

When the families Equitus serves need something new, the office adds a floor. Nothing underneath has to move.

N3In the production build, a sixth practice is one new entry in the practices list. Its page, menu item, ledger row and floor in this drawing are generated from it. No redesign.

02 · Where are you now

From your first company to your family's next generation.

From day one through retirement, one Equitus team works alongside you. Pick the stage you are at to see which practices work on it with you.

N4These stages come from the partners' own message on equitusllp.com.

Incorporating your first company, or your tenth, and setting up the books so the numbers are right from day one.

Financing or refinancing the business, with statements your lender can rely on.

Who helps

Equitus Partners LLP Live Equitus Capital Launching

Growing organically or by acquisition, with research, valuation and a clear view of your strategic options.

Who helps

Integrating personal and corporate tax, and putting the right structures in place for today and for later.

Who helps

Equitus Partners LLP Live Equitus Law Launching Equitus Financial Planning Launching

Selling, or passing the business to the next generation, with estate and succession planning started early.

Who helps

Equitus Law Launching Equitus Financial Planning Launching Equitus Partners LLP Live
03 · Insights

Plain-language thinking for owner-operators.

N5Posted by Equitus staff from a simple form. No WordPress, no developer.

Tax

What generational wealth transfer means for Alberta families

A plain-language look at succession planning for owner-operators.

Posted by the Equitus team

Advisory

Preparing your business for its next stage

Financing, expansion, and divestiture: what to plan for first.

Posted by the Equitus team

Firm news

Equitus is becoming a Family Enterprise Office

An inside look at why the firm is expanding into five practices.

Posted by the Equitus team

Architect's notes · How this site is built

One template. Five practices. No rebuilds.

Pick a practice. Only the content changes; the page underneath is the same every time.

One templateFive practices

Practices / Equitus Partners LLP

Live today

Equitus Partners LLP

Accounting, audit and assurance. The founding practice.

What we do

  • Tax
  • Advisory
  • Accounting and assurance
  • Controllership

Practices / Equitus Law

Launching

Equitus Law

Tax planning, trusts and estates, built in step with the accounting.

What we do

  • Tax planning and structuring
  • Trusts and estates
  • Succession and estate planning
  • Business and corporate law

Practices / Equitus Capital

Launching

Equitus Capital

Investment management built for family enterprises.

What we do

  • Services published at launch

Practices / Equitus Real Estate

Launching

Equitus Real Estate

Development, holdings and strategic real property.

What we do

  • Services published at launch

Practices / Equitus Financial Planning

Launching

Equitus Financial Planning

Personal and family wealth planning, start to legacy.

What we do

  • Services published at launch

Same template every time. The breadcrumb, headline, status and services are the only things that change.

Why not a templated WordPress build

Built for a firm that isn't finished growing.

Template packages (5, 10, or 15 "pages") are priced and structured for a site that stays still. Equitus isn't staying still. Law, Capital, Real Estate, and Financial Planning are all coming.

This site is hand built on one reusable practice template, so launching a new division is a content task your team can do in house, not a redesign project you commission and pay for a second time.

Templated WordPress build

  • Priced and scoped by fixed page count
  • New practice means a change order and redesign
  • Plugins bolted on for a client sign-in area
  • A plugin stack to keep patched and updated

Modular custom build

  • A practice is one reusable content template
  • New practice means content entry, not a rebuild
  • Sign-in handled entirely by your portal
  • No plugin stack, a smaller attack surface
No WordPress required

Publishing stays this simple.

Your team gets a plain, form based dashboard for articles and updates. The ease of a familiar editor, without WordPress underneath it.

Secure by design

The client portal isn't part of the website, on purpose.

Sign-in, documents, and client data live in your portal system (Karbon, iFirm, or whichever the firm settles on). The marketing site never stores or touches client information, which keeps the attack surface small and the audit trail clean.

04 · Get in touch

Start a conversation with the Equitus team.

Tell us about your business and which practice fits. We will route your message to the right office and follow up within one business day.

N6Messages go to the firm through Formspree. This site never stores client information.

* indicates a required field.