What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]

A true family office comprises a team of full-time professionals that entrepreneurs can afford. It’s hardly news that B.C. is home to wealthy business owners […]

A successful business succession plan hinges on transferring ownership, raising the business’ value and being sharp on tax strategies There are a myriad of ways […]

I’m thrilled to be speaking at the Business Transitions Forum, Canada’s largest conference for business owners looking to transition. Now in its 4th year, the […]

It has often been said that the most important transaction business owners will ever make is when they decide to exit their business. BCBusiness recently […]

Who you need to call to help manage the proceeds, and what you need to ask them It’s one thing to trust thousands of dollars […]