In this 30-minute webinar, we explore how employee ownership can offer a practical, tax-smart alternative to traditional business sales. Whether you are just starting to think about succession or actively planning your exit, this session provides a clear overview of...
In times of economic uncertainty, when businesses face financial pressures and the future feels unpredictable, employee-owned companies tend to outperform their counterparts. And as the potential for a Canada-US tariff battle looms, employee-owned businesses could be...
Client Overview The Red Apron is a beloved local food shop in Ottawa, known for offering high-quality, locally sourced artisanal foods, including baked goods and ready-to-eat meals. The business is celebrated for its dedication to sustainability and community support,...
Client Overview Cathexis Consulting Inc. is a Toronto-based consulting firm that specializes in program evaluation. As a values driven BCorp, the Cathexis team is committed to operating a socially responsible, progressive business. As Cathexis was coming up on 23...
It’s been just over six months since Canada introduced Employee Ownership Trust Legislation. This video provides a brief overview of EOTs and a glimpse into what we have learned so far! Looking for more information on EOTs? Click here.
Mergers and Acquisitions (M&A) are complex, high-stakes endeavors that typically involve two main parties: the buyer and the seller. In traditional M&A transactions, these two sides are represented by separate advisory teams, often referred to as the Sell Side...
