Resources & Articles
Business Transition & Family Enterprise Advisory
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...
Read More >
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....
Read More >
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...
Read More >
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...
Read More >
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....
Read More >
Forget About Succession Planning—6 Ways to Plan for Success Instead!
As small business owners, we’ve all had the knock at the door or the call from a ‘friend’ who tells you that they ‘do’ succession...
Read More >
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...
Read More >
Crisis Proofing Your Business
Having worked with business owners for the past 25+ years, I’ve come to realize that even successful owners don’t always have fail-safes in place to...
Read More >
Family Matters: Fair vs. Equal – are they the Same?
Many parents believe that assets should be equally divided among their children. This includes real estate, securities, artwork, and even household items. Of course, this...
Read More >
What Do You Want Your Estate Plan to Say About You?
Contrary to what many people believe, you don’t have to be wealthy to draft an estate plan, but if you are, having an estate plan...
Read More >
