succession planning


The “Culture of Willing”

Over the years, we have developed great relationships within our professional network.   Tom Deans is no exception. We’ve had the pleasure of working with him over the years, from his first best-selling book, ‘Every Family’s Business, to his recent success, ‘Willing Wisdom’.   The book guides the audience on how to have the right conversations by [...]

Don’t Leave the Bat on Your Shoulder- Business Owners Scoring on IPP’s

'Living the Dream' For those that do not know me that well, I love sports.   Last year, I had an opportunity to live out a dream of mine, which was to play an actual baseball game at the Skydome (now Rogers Centre). Growing up, players imagined hitting a game winning home run and I [...]

By |June 6th, 2017|investment planning, succession planning|0 Comments

Succession Planning is a Journey – Not a Destination

Having specialized in family business succession planning for more than 30 years now, I've come to learn that many business owners are confused by most of the information that is currently available. It seems to provide them with more questions than answers. Here's what I mean. When they go searching online, they are typically looking [...]

By |February 4th, 2016|succession planning|0 Comments