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...
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...
When it comes to business transitions—especially Employee Ownership transitions—most people focus on legal structures, financial models, or tax considerations. But the real test comes after the deal is done. Once the ownership transition paperwork is signed and the...
The business stays in the family—there is no question about that. But making it work for the long haul? That is where things get tricky. Generational transitions can be bumpy, and the stats are not in your favor. There is a better way. By combining Family Transitions...
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...
