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Why Exit Planning is About Creating Options, Not Leaving Your Business
For many business owners, the idea of planning their eventual exit can feel overwhelming—or even unnecessary. After all, when you’re busy...
Brad Gaulin
Nov 25, 20243 min read
9 views
0 comments


Top 10 Challenges for Owners Considering Employee Ownership Trusts (EOTs)
Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. In Canada,...
rwelke1
Nov 20, 20244 min read
5 views
0 comments


ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN
ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN
Brad Gaulin
Nov 18, 20244 min read
26 views
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The Case for Growth Transformation in Exit Planning
When the decision to sell or transition a private business is on the horizon, owners often grapple with a daunting question: How can I...
rwelke1
Nov 12, 20245 min read
3 views
0 comments

Best-In-Class Required (If You Hope to Sell)
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...
rwelke1
Oct 28, 20245 min read
7 views
0 comments

The Importance of Building Redundancy and Depth in Your Business: Enhancing Sellable Value in Your Company
When it comes to building both a valuable and a sellable business, most entrepreneurs focus on revenue, customer acquisition, operational...
rwelke1
Oct 21, 20244 min read
8 views
0 comments

Importance of Aligning Your Personal & Business Financial Plans
As a business owner, it is essential to have a business financial plan in place to help guide your decision-making and ensure the...
rwelke1
Oct 15, 20244 min read
15 views
0 comments

The Importance of Business Exit Planning: Why Financial Planning Advisors Need to Talk to Business Owners About It
In the ever-evolving landscape of business, the journey does not just end with success; it often culminates in a withdrawal plan or exit...
rwelke1
Oct 7, 20244 min read
9 views
0 comments


Why Exit Planning is the Key to Every Business Owner’s Best Ever Life
Exit planning is about creating options, controlling your future, and transitioning to a new phase of life with confidence
Brad Gaulin
Sep 24, 20243 min read
28 views
0 comments

How ESG Impacts Salability
ESG stands for Environmental, Social, and Governance . It is a set of criteria that investors, companies, and other stakeholders use to...
rwelke1
Sep 23, 20244 min read
8 views
0 comments


The Importance of Operational Discipline in a Business
“Risk” factors significantly in every buyer’s equation when evaluating a business purhase opportunities. The more that a business owner...
rwelke1
Sep 16, 20243 min read
8 views
0 comments

THE 5 CRITICAL FACTORS FOR MAXIMIZING THE SALABLE VALUE OF A SMALL/MEDIUM-SIZED BUSINESS!
When preparing to sell a small or medium-sized business, it's essential to focus on elements that can maximize its salable value. Here...
Brad Gaulin
Sep 13, 20242 min read
9 views
0 comments

7 REASONS WHY PREPARATION IS THE KEY TO A SUCCESSFUL EXIT
For many business owners, their company represents more than just a source of income; it embodies years of hard work, personal...
Brad Gaulin
Sep 13, 20243 min read
16 views
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What Does "Best in Class" Mean for a Business and Why is it Important for a Future Sale?
"Best in class" is a term often used in the business world to describe a company, product, or service that sets the standard within its...
rwelke1
Sep 2, 20244 min read
5 views
0 comments


Choosing A Buyer - It truly is your choice
When it comes to selling a business, the process can be both exciting and overwhelming. While it is natural to focus on finding the...
rwelke1
Aug 26, 20244 min read
7 views
0 comments


Succession Planning in a Business: Start with the End on Mind
Succession Planning in a Business DID YOU START YOUR BUSINESS WITH THE END IN MIND? When should a business owner start their succession...
rwelke1
Aug 19, 20245 min read
9 views
0 comments


7 REASONS WHY EXITING YOUR BUSINESS IS THE BEGINNING OF YOUR BEST LIFE EVER!
For many business owners, the thought of exiting their company can be bittersweet. After years of dedication, hard work, and sacrifice,...
Brad Gaulin
Aug 15, 20244 min read
9 views
0 comments

8 REASONS WHY BUSINESS OWNERS NEED TO START PLANNING THEIR EXIT NOW, BEFORE IT’S TOO LATE!
For many business owners, the day-to-day demands of running a business often overshadow long-term planning, especially when it comes to...
Brad Gaulin
Aug 15, 20243 min read
22 views
0 comments


7 REASONS WHY THE STAKES FOR EXIT PLANNING ARE TERRIFYINGLY HIGH
Your business isn’t just a source of income—it’s the culmination of years, perhaps decades, of relentless hard work, personal sacrifice,...
Brad Gaulin
Aug 15, 20243 min read
7 views
0 comments


What is an Earn Out?
Understanding the various terms associated with the sale of a business, the ways in which you as an owner can be paid and the risks of...
rwelke1
Aug 12, 20244 min read
8 views
0 comments
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