Heirs can buy your business for minimal cost and you can relieve your tax burden
How to move your company to a new generation of owners
A corporate finance advisor puts together the perfect purchase package
Your clients are successful business owners. They’ve invested years and the bulk of their financial assets into the business they’ve grown. But helping clients move on from the company they’ve built can be daunting.
Too often, the time for succession planning is in the past. You need to think about these issues when you first take on partners, not when you are considering retirement.
Canadian business owners are not preparing for the future.
Canadian small business owners haven’t fully prepared for the day they will hand off their business, according to a recent TD Waterhouse Business Succession Poll.
Selling a business takes time, meticulous planning and discipline for its successful execution. Expert dealmakers say it always pays to be prepared and that preparation often begins years ahead of inviting suitors to the table.
“You should not use a multiple to do valuation."
New policies, capital pressures and increased regulation are the biggest challenges facing mutual fund dealerships today. Some of these changes are opportunities for growth, others just the gum on the bottom of their shoe. An expert panel at the Federation of Mutual Fund Dealers Dealer Day conference shone some light on various changes and challenges […]