The Problem Traditional third-party sales only offer Founders a single option: extracting their money for retirement. While this may seem like a clear-cut solution, it introduces significant risks. The company’s culture, its people, and the legacy that the Founder has...
Running a bike shop is more than just a business—it’s a community hub, a passion project, and a reflection of your values. But as a business owner, there comes a time when you start thinking about what’s next. Whether you’re eyeing retirement, your next...
As human beings, we naturally seek a sense of purpose. Our identities are shaped by the roles we play—siblings, parents, friends, teammates. Work is no different. For many of us, how we earn a living is more than just a job; it is a big part of who we are. We spend...
Featured in CanadianSME Business Magazine As thousands of Canadian business owners near retirement, the question of how to exit their business has become more urgent—and more complicated. Traditional sales and third-party takeovers often leave employees vulnerable and...
When planning for the future of your business—whether transitioning ownership or retaining top talent—you might wonder why you should engage an additional advisor if you already have an accountant or lawyer. The answer is simple: specialized guidance helps you build a...
You have built a strong team—experienced, committed, and full of deep institutional knowledge. But as you look ahead, one reality is clear: some of your most trusted people are beginning to think about retirement. Their knowledge, leadership, and relationships have...
