What's your business worth?

What's your business worth?

If you own a business, it’s probably one of your most valuable and prized assets. Knowing the value of a business can change the life of a business owner – especially over time. Click here to find out how you can get a free copy of 'What's Your Business Worth?'

A changing market for business owners who want to sell

A changing market for business owners who want to sell

For the first time in the last 28 editions of  Pepperdine University’s “Market Pulse”, seller confidence has declined in 4 out of 5 price ranges. This means business owners who want to sell will have to deal with changing conditions. Sell now or wait?

How the New 2019 Passive Investment Income Rules Affect Your Small Business

How the New 2019 Passive Investment Income Rules Affect Your Small Business

The new Passive Investment Income Rules can be quite complex and every situation is unique. There are solutions to help you save on tax by reducing your passive income but still reap the benefit from an alternative, low risk investment class . Check out our link to the Passive Investment Income calculator and see how the new tax rules impact you.

Face the elephant:  In business, avoided issues become the elephant in the room.

Face the elephant: In business, avoided issues become the elephant in the room.

To most small business owners, their business is one of their most significant assets. They are depending on a successful sale to fund the next chapter in their lives.  By not knowing the answers to key questions about their business they are putting their future at risk. Avoiding these issues becomes their elephant in the room.

The race to serve business owners ignored by financial services industry.

The race to serve business owners ignored by financial services industry.

Michael Carter’s article offers ideas as to why the next 10 years are a race and a challenge for the financial services industry that has never been seen before.  Business owner wealth transfer is a generational opportunity where advisors and firms will be made or lost.

Where are you on planning your exit?

Where are you on planning your exit?

Achieving a better exit — a more strategic succession — starts with due diligence, done early. Discovery, planning and action makes it so.

Who needs you?

Who needs you?

Understanding where you are at business-wise gives you a reality check: what company's value is, what's working and what's not. We call this pre-due diligence.

The biggest roadblock to wealth accumulation is taxes.

The biggest roadblock to wealth accumulation is taxes.

Owner of a profitable company? Here’s how to reduce taxes & safeguard wealth. Because of changes to Canadian tax laws combined with lower than optimal returns on fixed return asset classes like GIC’s or bonds savvy investors looking to participating insurance as a way to get their money working for them in more ways than one.