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Exit Planning

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.

Planning ahead is more than wishful thinking

Planning ahead is more than wishful thinking

If you’re anything like the average mid-market business owner, chances are you don’t have a formal exit plan. Or, it is incomplete. You are not alone and there is help.

Business Owners: The Easiest Way to Increase Your Net Worth

Business Owners: The Easiest Way to Increase Your Net Worth

A business owner’s net worth is made up of 2 things: their personal wealth and the value of the business. The easiest way to increase net worth is to build value in the business. Not doing this well before selling means that sale proceeds won’t be maximized or even worse, the business is unsellable. The result, the owner doesn’t end up with any gain in net worth upon departing the business. 

 

Why becoming inconsequential in your business builds value

When the owner is not ‘the business’, but has a great team and strong business drivers, the company will have greater value to a buyer. Once you are inconsequential in your business, you have successfully taken one of the key steps to building value in your business. Learn more from John's blog including an article share: Building Value is the Win-Win-Win of Exit Planning.

A Paradigm Shift for Accounting Firms

The most successful accounting firms will readily admit to desiring additional revenue streams. Based on the present demographics and research, Exit Planning is the obvious market for them...