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Succession Planning for Business Owners

Succession Planning for Business Owners

Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxes

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that:
1. Learn how to make the most of the lifetime capital gains exemption.
2. Figure out ways to decrease your end-of-life tax bill.
3. Look into Immediate Financing Arrangements.

Case 3: Millennial Executives

Case 3: Millennial Executives

Background Millennial couples in executive roles within technology and accounting Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many...

Case 2: Millennial Business Owners

Case 2: Millennial Business Owners

Background Millennial Sales Manager-Owner at Chemical company & Spouse Faced with a sudden transition to business ownership and immense corporate and financial complexity They were looking for someone to simplify, educate and provide decision-making guidance...

Case 1: Millennial Physician

Case 1: Millennial Physician

Background Within the first 3 years of practice, loans paid off, RRSPs and TFSAs all full and about to transition to a professional corporation.  Didn't want to be sold anything they didn't need. Wanted to be educated about all relevant options and be provided...