Home Succession planning

Keyword: Succession planning

59 results found
Senior and mature man sitting on yacht using laptop, smiling

A PwC survey finds that family business transfers have a 70% failure rate

  • By: Staff
  • April 9, 2019 April 9, 2019
  • 14:13
DUNCAN1890 / GETTY IMAGES

Steps to limit tax in other jurisdictions

The Oracle of Omaha is proactive when it comes to his succession plan. Read: Create a stronger succession plan Warren Buffett has appointed two new vice-chairs to Berkshire Hathaway—a move that’s part of his ongoing succession plan; not related to his health, he told CNBC on Jan. 10. The new vice-chairs are Gregory Abel and […]

  • By: Staff
  • January 11, 2018 August 21, 2018
  • 14:19

When the courts may interfere with a testator’s succession plan

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

Wooden dock with chair on calm fall lake

Options for ownership

Hands Giving & Receiving Money

What’s next for your business? As early as possible, encourage transition planning

Portrait Of Male Florist Outside Shop

When business owners fail to create succession plans, that’s a major concern

Consider these approaches to maintaining excellent client relations

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 11:45