Succession

6 tips to fireproof a family business: STEP

In 1988, David Bentall was part of a half-billion-dollar family business. But a falling out between his father and uncle left the family with nothing.

By Suzanne Sharma |June 11, 2013

2 min read

Estate Planning

Help clients sell their companies

We specialize in the sale of privately owned companies and get a lot of interesting questions.

By Mark Groulx |June 3, 2013

3 min read

Industry

Canadian startups look for new exit strategies

Finding a buyer is no longer a key exit strategy for Canadian startup CEOs.

By Staff |May 2, 2013

2 min read

Estate Planning

“It’s time to sell your company”

Those words strike fear in a business-owner client. Explain you’re there to help.

By John Lorinc |January 14, 2013

7 min read

Planning and Advice

Travel apps for advisors

If you're going business trips and vacations, here are some apps that help ease stress.

By Wire services |January 14, 2013

1 min read

Estate Planning

Get owners to consider succession

Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.

December 3, 2012

3 min read

Estate Planning

Convince aging biz owners to plan ahead

The recession prompted many Boomer entrepreneurs to delay retirement, with most holding onto their businesses until they regain pre-downturn values.

By Staff |November 30, 2012

1 min read

Planning and Advice

Why partnerships make sense

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 23, 2012

6 min read