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...
Jennifer Williams, founder of Firefly Insights, was recently featured in Canadian Family Offices in an article addressing one of the most pressing challenges facing business owners today: succession without a clear heir. The article, “At a succession dead end? Feds...
Jennifer Williams, Founder of Firefly Insights, sat down with Shelagh Cummins on The Road to Seven Podcast to discuss Employee Ownership as a succession plan option. With recent legislative changes in Canada supporting employee ownership trusts, Jennifer explores how...
