For most business owners, their company represents 70-90% of the wealth in their financial portfolio. It’s not just a source of income —...

Selling a business is a significant milestone, and one of the most critical steps in this journey is determining its current value. A...

When evaluating a business for purchase, potential buyers approach the process with a critical eye, seeking specific attributes that...

Lifestyle businesses, often built around an entrepreneur’s passion or designed to support a particular way of life, offer significant...

Change is inevitable in today’s fast-paced business world, yet most organizations struggle to make it stick. Harvard research shows that...

THE BUSINESS EXIT ADVISOR NETWORK (BEAN) MEETUPS – GROW YOUR ADVISORY SERVICES USING EXIT PLANNING  - A Maximum-value Exit Takes a Great...

When starting or growing a business, one critical decision business owners often overlook is whether they are building a lifestyle...

Execution of business goals is crucial to the success of any organization. Without proper execution, even the most well-crafted goals and...

Goal setting is an essential aspect of running a successful business. It helps to provide direction, focus, and motivation for both the...

In today’s volatile global economy, the risk of trade wars and economic turbulence is higher than ever. Consider the implications of the...

When private equity (PE) firms acquire baby boomer-owned businesses, the outcomes can vary widely. Not all private equity firms are the...

For many business owners, the idea of planning their eventual exit can feel overwhelming—or even unnecessary. After all, when you’re busy...

Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. In Canada,...

ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN

When the decision to sell or transition a private business is on the horizon, owners often grapple with a daunting question: How can I...

There are between 600,000 and 800,000 small business owners in Canada that are looking to transition out of their businesses in the next...

When it comes to building both a valuable and a sellable business, most entrepreneurs focus on revenue, customer acquisition, operational...

As a business owner, it is essential to have a business financial plan in place to help guide your decision-making and ensure the...

In the ever-evolving landscape of business, the journey does not just end with success; it often culminates in a withdrawal plan or exit...

Exit planning is about creating options, controlling your future, and transitioning to a new phase of life with confidence