Company: Ogilvie Daugherty Business Profit Solutions
Industry Type: Financial Planning
Our Value Realization ProcessTM provides an overall strategic planning process that employs best practices from corporate structuring, tax planning, financial advisory, retirement and estate planning. Effectively combining the best practices from each discipline collectively results in significant wealth enhancement.
In the world of advisory, true and lasting value creation does not come from individual effort, but rather from a team-based approach, from creative and trusting relationships. Ninety-four percent of business owners, the audience we serve, do not currently have the kind of cross-disciplinary roadmap that results from this coordinated team effort.
We start with an initial check-up, much like a physician, to ensure each client understands the deep truth of his/her current circumstances. We then work with our client, and his/her existing advisors and specialists, to build those relationships and, together, develop tremendous value.
Kitchener, ON, Canada – 19 February 2013 – Today Ogilvie Daugherty Financial Services unveils Ogilvie Daugherty Business Profit Solutions (ODBPS) supported by a new strategic alliance, and offering local private business owners new wealth-building services, a periodical, seminar series and website.
The strategic alliance combines integral participation of John Mill LL.M. and ODBPS. John, a tax lawyer and publisher of the Succession [ Tax Counsel ] blog, has dedicated 25 years to working with SME business owner’s, helping them utilize the best corporate, tax and estate strategies, and is currently working on a book called The Succession Year. ODBPS is a firm dedicated to providing the most effective financial advisory, retirement and estate solutions to business owners.
This strategic alliance combines both financial advisory and tax/legal skill sets, resulting in a truly comprehensive wealth maximization service that ODBPS offers as the Value Realization ProcessTM.
The Value Realization ProcessTM fills a gap in the current marketplace by providing an overall strategic planning process that employs best practices from corporate structuring, tax planning, financial advisory, retirement and estate planning. ODBPS has found that effectively combining the best practices from each discipline collectively results in significant wealth enhancement.
“In the world of advisory, true and lasting value creation does not come from individual effort, but rather from a team-based approach, from creative and trusting relationships dedicated to implementing best practices.” comments Brian Ogilvie, Principal, ODBPS. Brian also notes the success he has enjoyed working with accountants and lawyers: “Professional advisors simply want to protect their client’s interest. I have consistently found that the good ones are very open to compliant low-risk ideas that build wealth.”
Also integral to the development of the Value Realization ProcessTM is Steve Southern, leading Client Outreach for ODBPS. “Having a mathematics degree and technical background, combined with an M.B.A. and the experience owning several businesses, I appreciate the importance of offering our clients a results-driven and measurable process that begins with the deep truth of each client’s current circumstances.” explains Steve.
Supporting the Value Realization ProcessTM is The Earnings Beacon, a monthly email publication, and The Earnings Beacon Seminar Series. The Seminar Series will launch in the spring of this year with several seminars planned. The Earnings Beacon will provoke dialogue, thought and action on very important, wealth-building topics for business owners including:
- Wealth-building features of the corporate tax system
- The retained earnings strategy
- Creditor proofing your wealth
- Retained earnings allocation
- Effective estate planning
- Business succession
201-470 Weber St. W
Waterloo, ON N2L 6J2