by Zelos Capital | Jan 2, 2025 | Exit Planning
Employee Ownership Trusts: A New Era for Canadian Business Succession Planning Imagine transforming your loyal employees from spectators into co-owners, empowering them to steer the very business they’ve helped build—without requiring them to buy shares....
by Zelos Capital | Jan 2, 2025 | Exit Planning
Selling a business is a significant decision that requires careful consideration and planning. As a business owner, you’ve likely invested significant time, effort, and resources into building your business. Therefore, it’s critical to think through several key...
by Zelos Capital | May 3, 2022 | Business, personal & estate
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...
by Zelos Capital | Apr 24, 2022 | Business
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...
by Zelos Capital | Apr 23, 2022 | Business
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...
