Resources & Articles

Business Transition & Family Enterprise Advisory


The Healthy Way to Hire the KidsOctober 6th, 2023

Most businesses have accounting, computer, and vacation policies. Why do so few have family employment policies? Making decisions about hiring younger relatives can be difficult....
Read More >

Important Insights for the Family OfficeJune 14th, 2023

A recent interactive discussion with more than 460 family office executives, family members, and their advisors revealed important insights related to their greatest challenges.  Today’s...
Read More >

Insights on Operational Efficiency for the Family OfficeMarch 29th, 2023

The family enterprise is tasked with maximizing efficiency and productivity amidst constant change and uncertainty in the business environment today. A big focus and looming...
Read More >

The Virtues of Family Employment PoliciesJanuary 4th, 2023

There comes a time in every company — a tipping point — when growth prompts the need for more formal policies and procedures. One of...
Read More >

Use of a Professional Corporation on RetirementNovember 18th, 2022

For professionals, the use of a Professional Corporation (PC) can provide key benefits in terms of income splitting and income tax deferral.  However, professionals often...
Read More >

Crisis Proofing Your BusinessAugust 31st, 2022

The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected,...
Read More >

KPIs Help Keep Companies on TrackAugust 17th, 2021

After years of experience, owners often know in their gut how their company is doing at any given time.  But this vague notion of performance...
Read More >

Creating Value in Your BusinessJuly 21st, 2021

Business value is a touchy subject with owners these days.  In general, corporate values are down because of the economy, but as baby boomer business...
Read More >

UPDATE: Bill C-208, Inter-generational Business Transfers, Receives Royal AssentJuly 7th, 2021

UPDATE: The June 30 announcement caused much confusion due to concerns that the amendments would retroactively change the legislation, leaving taxpayers in a state of...
Read More >

Bringing up the Next Generation of LeadershipMay 7th, 2021

Many people find great joy working in a family business. Spending time with relatives and moving toward a common goal can be fun and fulfilling....
Read More >