Succession planning

7 succession planning tips for biz owners

25% of small biz owners have not thought about what they want to happen to their businesses when they retire, while only 19% say they have a succession plan.

February 26, 2014

2 min read

Tax consequences of selling a business

Proper planning can shrink your client’s bill

By Michael Murphy |February 14, 2014

3 min read

A baby born today could live to 150

A baby that is born today could live to the age of 150, says Phil Cook, chief executive officer of Omega Insurance Holdings, according to a CI Top Broker report.

By Staff |January 17, 2014

1 min read

Help a difficult, elderly client

How to create a succession and estate plan before it’s too late

By Suzanne Sharma |January 17, 2014

10 min read