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...
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,...
