Samy Amar

I am a Partner in Tax at Petrie Raymond, where I advise entrepreneurs, privately held businesses, family enterprises, and investors on the strategic decisions that drive growth, profitability, long-term success, and wealth preservation. With more than 25 years of experience, I believe that tax is not an end in itself, but a strategic tool that helps business owners build stronger companies and create enduring value. My practice focuses on corporate tax planning, business reorganizations, mergers and acquisitions, financing transactions, corporate group restructurings, holding company and family trust planning, succession planning, intergenerational business transfers, shareholder compensation strategies, and estate planning. I work closely with business owners throughout every stage of their entrepreneurial journey, from expansion and financing to transition and succession.

Prior to joining Petrie Raymond, I held senior leadership positions with leading accounting firms, including KPMG, where I advised clients on complex corporate tax matters, business transactions, financing structures, and strategic reorganizations. This diverse experience enables me to provide practical advice that integrates tax, finance, business strategy, and long-term planning. Known for my pragmatic, business-oriented approach, I am valued for translating highly technical tax matters into clear, actionable strategies. My clients appreciate my ability to anticipate challenges, identify opportunities, and provide practical solutions that align with their business objectives. I believe that trusted advisors should contribute not only technical expertise, but also sound business judgment that supports sustainable growth.

I hold the CPA designation and am also a Trust and Estate Practitioner (TEP). I am committed to building long-term relationships with entrepreneurs by delivering strategic advice, personalized service, and practical solutions that help clients protect, grow, and successfully transfer their wealth and businesses.