Life-altering events may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you craft your succession plans with the 5 Ds in mind... 28 Jan

Life is Unpredictable: The “5 Ds” of Succession Planning

Securing Your Life's Work Beyond Succession | Estate planning is vital to preserving hard-earned success and safeguarding both business and personal legacies for future generations. 21 Jan

Securing Your Life’s Work: Legacy Planning for Business Owners

Ontario Farmer Shares 'Unconventional Approach' to Succession Planning 02 Jan

Farmer Shares ‘Unconventional Approach’ to Succession Planning

Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov

Fair versus Equal: Succession Planning & The Family Farm

In the rapidly evolving digital era, businesses are compelled to rethink traditional practices, particularly in the realm of succession planning. 04 Nov

Strategic Approaches to Business Succession in The Digital Age

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

In the glittering world of high fashion, few names shine as brightly as Gucci. But behind the glamorous facade lies a tale of family betrayal, mismanagement, and a spectacular succession failure that nearly destroyed one of the world's most iconic luxury brands. 17 Oct

Family Business Succession Lessons from The House of Gucci

You’ve worked too hard to let the division of your business assets become a source of pain and conflict for your family. Don’t wait until it’s too late to create a plan that protects your family’s unity and your business’s future. 03 Oct

Don’t Let Your Business Tear Your Family Apart

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Companies that start taking steps today to put succession plans in place for key tech leadership roles will be able to future-proof themselves and stand out in the market. 22 Aug

Strategic Succession Planning for Key Tech Leadership Roles

Don’t assume your children will want to follow in your footsteps. Although they may share your entrepreneurial spirit, they may not share your passion for your business. Expert Advice series throws the spotlight on family succession, a tricky and sometimes emotional subject... 27 Jun

Reasons Your Children May Not Want to Follow in Your Footsteps