Articles

Life Can Turn On a Dime: Are You Prepared?

Submitted by Steve Southern, Ogilvie Daugherty Business Profit Solutions What would happen to your company if you became incapacitated? I could toss in some statistics here but that seems like an obvious move. Chances are you have read similar statistics many times before. Life and disability insurance companies have all of these same numbers down to […]

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The Right Structure at the Right Time

Submitted by Rick Baker – Spirited Leaders Bio: Sabrina is a senior manager at PricewaterhouseCoopers LLP (PwC) and is the leader of the Private Company Services – Integrated Solutions group. She specializes in tax, working with owner managers on effective tax planning including structuring, estate and succession planning. There are many benefits to private business […]

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Tom Deans visits our Centre For Family Business (CFFB)

Submitted by Rick Baker – Spirited Leaders “To Gift or Not To Gift“, that was the question…at CFFB’s March breakfast. At our breakfast event, Tom Deans explained why gifting a family business is generally not the best course of action. And Grant Robinson, of event sponsor BDO, provided some opposing thoughts…creating a friendly debate on […]

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Planning for Succession Checklist

Submitted by Dave Schnarr Involve all stakeholders – consult with and involve key family members, next generation, senior managers, etc. Communicate, communicate, communicate – ensure that all stakeholders know what the process will look like and keep them informed of the progress in each step. The founder/owner takes a leadership role – he/she must actively […]

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