Succession

Plan your succession before your next vacation

Too often, the time for succession planning is in the past. You need to think about these issues when you first take on partners, not when you are considering retirement.

By Doug Robbins |November 16, 2011

7 min read

Industry

Business owners ignoring succession planning

Canadian business owners are not preparing for the future.

By John Powell |October 19, 2011

3 min read

Industry

Small businesses lag on succession planning

Canadian small business owners haven’t fully prepared for the day they will hand off their business, according to a recent TD Waterhouse Business Succession Poll.

By Staff |October 17, 2011

2 min read

Industry

Get the best price for your dealership

Selling a business takes time, meticulous planning and discipline for its successful execution. Expert dealmakers say it always pays to be prepared and that preparation often begins years ahead of inviting suitors to the table.

By Vikram Barhat |September 16, 2011

4 min read

Dealers must find creative way to grow

New policies, capital pressures and increased regulation are the biggest challenges facing mutual fund dealerships today. Some of these changes are opportunities for growth, others just the gum on the bottom of their shoe. An expert panel at the Federation of Mutual Fund Dealers Dealer Day conference shone some light on various changes and challenges […]

3 min read

Business owners need succession help

Small and medium-sized business owners can make great clients. Their net worth is usually higher than average and their complex needs allow the advisor to demonstrate their expertise in tax and estate planning. If there is one area that needs special attention, however, it is succession planning. Nearly half of Canadian family business owners have […]

By Steven Lamb |March 14, 2011

3 min read

Passing the baton

Many Canadians have built their wealth by operating a small business. Now, with an aging workforce and an economy on the upswing, many owners are weighing the benefits of selling their business to a third party or of transitioning it to a family member.

6 min read

Retiring before your mortgage

What do you do when your client enters retirement with a mortgage or other debt? It happens all the time. In fact, the stats show us that 40% of Canadians are retiring with debt and some are even accruing debt in retirement. At this point it’s too late to avoid retiring with debt, so what […]

|August 11, 2010

6 min read

Succession

Plan your succession before your next vacation

Business owners ignoring succession planning

Small businesses lag on succession planning

Get the best price for your dealership

Selling your book? Get the right price

Dealers must find creative way to grow

Business owners need succession help

Passing the baton

Retiring before your mortgage

Selling business shares