In 1988, David Bentall was part of a half-billion-dollar family business. But a falling out between his father and uncle left the family with nothing.
We specialize in the sale of privately owned companies and get a lot of interesting questions.
Finding a buyer is no longer a key exit strategy for Canadian startup CEOs.
Those words strike fear in a business-owner client. Explain you’re there to help.
If you're going business trips and vacations, here are some apps that help ease stress.
Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.
The recession prompted many Boomer entrepreneurs to delay retirement, with most holding onto their businesses until they regain pre-downturn values.
To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.
Most exes haven't identified a successor, says a new survey. Here are 3 tips on how to choose.
The average age of a financial advisor in Canada is around 56. Yet most advisors don't have a succession plan.