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Keyword: Succession planning

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

  • By: Staff
  • April 9, 2019 April 9, 2019
  • 14:13
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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 […]

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Options for ownership

Hands Giving & Receiving Money

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

Advisors might ignore it, too

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