Affordable, Accessible, and Built Around Your Legacy If your company generates between $5 million and $20 million in annual revenue, you are part of the backbone of the Canadian economy. You have built something profitable, enduring, and deeply connected to your...
Rethinking Ownership for a Greener Future As more businesses confront the reality of climate change, sustainability can no longer be treated as a side project. Customers are paying attention. So are communities. And perhaps most of all, employees—especially the next...
Just over a year ago, Canada introduced the Employee Ownership Trust (EOT) as a new way for business owners to transition ownership while keeping their companies locally rooted and employee aligned. Since then, interest has grown—but questions remain. Drawing from the...
Firefly Insights founder featured in Ripple of Change magazine We are excited to share a recent feature in Ripple of Change magazine, where our founder Jennifer Williams discusses the future of business succession through values-driven ownership. In the interview,...
Understanding One of the Most Overlooked Disqualifiers for the Lifetime Capital Gains Exemption Many Canadian business owners are familiar with the Lifetime Capital Gains Exemption (LCGE)—a powerful tool that can shield up to $1.25 million of capital gains from tax...
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...
