Succession

Estate Planning

Saving money on business succession

Heirs can buy your business for minimal cost and you can relieve your tax burden

By Paul McLaughlin |July 26, 2012

2 min read

Estate Planning

Help business owner clients sell out

How to move your company to a new generation of owners

By Camilla Cornell |July 25, 2012

2 min read

Estate Planning

When business owners want buyers

A corporate finance advisor puts together the perfect purchase package

By John Lorinc |July 16, 2012

3 min read

Planning and Advice

How to advise business owners

Your clients are successful business owners. They’ve invested years and the bulk of their financial assets into the business they’ve grown. But helping clients move on from the company they’ve built can be daunting.

By Dave Zimmel |February 6, 2012

5 min read

Industry

Plan your succession before your next vacation

Too often, the time for succession planning is in the past. You need to think about these issues when you first take on partners, not when you are considering retirement.

By Doug Robbins |November 16, 2011

7 min read

Industry

Business owners ignoring succession planning

Canadian business owners are not preparing for the future.

By John Powell |October 19, 2011

3 min read

Industry

Small businesses lag on succession planning

Canadian small business owners haven’t fully prepared for the day they will hand off their business, according to a recent TD Waterhouse Business Succession Poll.

By Staff |October 17, 2011

2 min read

Industry

Get the best price for your dealership

Selling a business takes time, meticulous planning and discipline for its successful execution. Expert dealmakers say it always pays to be prepared and that preparation often begins years ahead of inviting suitors to the table.

By Vikram Barhat |September 16, 2011

4 min read

Industry

Selling your book? Get the right price

“You should not use a multiple to do valuation."

By Melissa Shin |June 2, 2011

10 min read

Planning and Advice

Dealers must find creative way to grow

New policies, capital pressures and increased regulation are the biggest challenges facing mutual fund dealerships today. Some of these changes are opportunities for growth, others just the gum on the bottom of their shoe. An expert panel at the Federation of Mutual Fund Dealers Dealer Day conference shone some light on various changes and challenges […]

By Vikram Barhat |May 6, 2011

3 min read

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