Cindy talks about how to have a smooth transition to retirement when you own your own business, including planning your exit strategy and minimizing your […]
Read MoreListen to Cindy on Inception Family Wealth Hour with Chris Delaney
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, […]
Read MoreClearing Up the Confusion Regarding Family Offices
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 […]
Read MoreRetirement Ready 2019 – Three Keys to the Exit Door
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 […]
Read MoreCindy to speak at the Business Transitions Forum – November 7-8, 2018
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 […]
Read MoreBC Business – How to sell your business for the best value
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 […]
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