Effective succession planning for family business isn't just about paperwork; it's about securing your future and your family's peace of mind. In this guide, you'll learn how to protect your legacy and minimize tax liabilities when transitioning your company under current regulations... 02 Jul

Guide to Family Business Succession Planning for Canadians

An estate freeze is a highly effective tax strategy that allows business owners to lock in the current value of their company shares. By doing this, you generally freeze your future capital gains tax bill at today’s amount, while safely passing all future business growth to your children tax-free. 21 Jun

Estate Freeze: Passing Your Ontario Business to the Next Generation

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr

Reasons to ‘Dust Off’ a Shareholders’ Agreement

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar

Urban Heirs, Rural Assets: Inheriting Farmland in Canada

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar

Family Business: Planning for Future Generational Transitions

"Some businesses remain in the family. Others do not. Business owners might muse about succession within the family unit. However, musings do not always give rise to enforceable promises." 04 Mar

Succession Planning for a Family Business Can Be Tricky

A family business succession plan is more than paperwork; it is a systematic roadmap that protects the company’s legacy and the family’s wealth.  25 Feb

Family Business Succession Planning in Canada: 2026

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan

Generational Transition Will Shape The Canadian Economy

It’s one thing to talk about the importance of succession planning. It’s another to see the transformation happen in real families, businesses, and lives. Here are real-world lessons from business-owning families who faced the fire—and came through stronger. 31 Oct

Family Business Succession: Lessons Learned from Real Families

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!

The McCain Foods succession dispute was a bitter, multi-year feud between brothers Harrison and Wallace McCain, co-founders of the french fry giant, that began in the early 1990s.  07 Oct

McCain Foods Succession Dispute: Brother vs Brother

A years-long succession battle within Rupert Murdoch's conservative media empire has drawn to a close, with his son Lachlan set to control the news group. The deal ends all litigation over the family's trust. 09 Sep

Deal Reached in Long Succession Battle Over Murdoch Media Empire