Succession

CLIEDIS executive director to step down Fallback Image Decorative pattern

Industry

CLIEDIS executive director to step down

Parrott has been involved with CLIEDIS for 18 years.

By Staff |May 25, 2016

1 min read

CFIB backs bill to allow small biz to be passed on to next generation Fallback Image Decorative pattern

Industry

CFIB backs bill to allow small biz to be passed on to next generation

Under the current system, it is easier to sell to a third party than it is a family member.

By Staff |May 17, 2016

1 min read

Don’t wait for succession planning to become mandatory Fallback Image Decorative pattern

Estate Planning

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

By Christopher Ambridge |May 27, 2015

2 min read

How to prep a business for sale Fallback Image Decorative pattern

Estate Planning

How to prep a business for sale

When it comes to selling a client’s business, timing matters.

By Mark Groulx |January 19, 2015

3 min read