Resources & Articles
Business Transition & Family Enterprise Advisory
The Healthy Way to Hire the Kids
Most businesses have accounting, computer, and vacation policies. Why do so few have family employment policies? Making decisions about hiring younger relatives can be difficult....
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Important Insights for the Family Office
A recent interactive discussion with more than 460 family office executives, family members, and their advisors revealed important insights related to their greatest challenges. Today’s...
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Insights on Operational Efficiency for the Family Office
The family enterprise is tasked with maximizing efficiency and productivity amidst constant change and uncertainty in the business environment today. A big focus and looming...
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The Virtues of Family Employment Policies
There comes a time in every company — a tipping point — when growth prompts the need for more formal policies and procedures. One of...
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Use of a Professional Corporation on Retirement
For professionals, the use of a Professional Corporation (PC) can provide key benefits in terms of income splitting and income tax deferral. However, professionals often...
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Crisis Proofing Your Business
The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected,...
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KPIs Help Keep Companies on Track
After years of experience, owners often know in their gut how their company is doing at any given time. But this vague notion of performance...
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Creating Value in Your Business
Business value is a touchy subject with owners these days. In general, corporate values are down because of the economy, but as baby boomer business...
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UPDATE: Bill C-208, Inter-generational Business Transfers, Receives Royal Assent
UPDATE: The June 30 announcement caused much confusion due to concerns that the amendments would retroactively change the legislation, leaving taxpayers in a state of...
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Bringing up the Next Generation of Leadership
Many people find great joy working in a family business. Spending time with relatives and moving toward a common goal can be fun and fulfilling....
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