Case Studies
Telling you what we do is easy. Showing you is unforgettable.
Every business challenge tells a story. Through our case studies and strategies, we show you how we’ve helped clients overcome obstacles, unlock opportunities, and achieve results that last. See what’s possible when the right plan meets the right approach.
The Elephant in the Room
Let’s face it, the biggest reason many businesses don’t sell is the owner. It’s a tough truth often ignored but vital to understand. Are you truly ready to let go? If your business can’t run without you, buyers will hesitate or offer less. Here’s why stepping back is key to a successful sale.
Maximizing Sale Price
A successful exit takes more than just making a sale. It is about getting the right price and preserving your legacy. Understanding what drives or reduces value is essential. With the right preparation, you can exit confidently. Here are four strategies to help maximize your business sale.
Employee Ownership Trusts
Employee Ownership Trusts are more than a succession option they are changing how Canadian businesses exit. With up to ten million dollars in capital gains exemption, EOTs offer a powerful way to pass the torch protect your legacy and unlock significant tax benefits. This exit strategy deserves serious attention.
Are you actually prepared to sell your business?
In this blog post, we’ll explore five more important questions to consider when selling your business. These questions will help you make informed decisions that benefit you, your employees, and the business’ future owners.
Insured Retirement Plans (IRP)
One of the most utilized tools in funding an estate plan is term or permanent life insurance. The IRP is a financial planning strategy that uses life insurance to build your wealth for retirement with the following benefits: A solution to current and...
The Different Types Of Life Insurance For Small Business Owners
Life is good… your business is up and running and the future is looking bright! And then the tragic and unexpected happens - your business partner suddenly passes away. You have not only lost your dear friend, colleague, collaborator, right-hand person, your “I could...
Funding Business Buy-Sell Agreements with Insurance
In order to ensure the orderly succession of a business, it is wise for business owners (whether they are incorporated or not) to enter into a buy-sell agreement. The buy-sell agreement creates the conditions for purchase due to an unexpected event to one or more of...
Disability insurance for the small business owners
Did you know that there is a one-in-three chance of being disabled for a period of at least 90 days before age 65[1]? That's eight times the risk of premature death. The statistics also include disability leave as a result of mental health issues: As a business owner,...
The capital dividend account: a hidden value for businesses
Every private Canadian business has a tax account that is particularly valued by shareholders: the capital dividend account (CDA). What is so important about the CDA? When its balance is positive, it offers an exceptional tax advantage: to be able to withdraw a...
Why your business should have an advisory board
Often, business owners trust their instincts when making business decisions and sometimes they are right, other times, it lies with a vengeance. Imagine having a circle of trusted professionals you can call on when you have a question or need advice for your...
