Business Succession

Understand the Value of a Holding Company

Holding companies can be a great tool for successful small business owners. Holding companies, or Hold co.’s, provide business owners with an opportunity for additional ...
Continue Reading →

Key Person Insurance

Thanks to their size, small businesses usually rely on a few key people to keep operations running smoothly. Whether it is a front-line supervisor that ...
Continue Reading →

Estate Freezes 101

An estate freeze is a tax planning technique that allows a small business owner to freeze the growth of their interest in their company in ...
Continue Reading →

Using Corporate Owned Life Insurance to Reduce Passive Income Taxation

Effective January 2019, new tax rules will come into effect that will have a dramatic impact on some small business owners. Starting in 2019, the ...
Continue Reading →

Insurance Audit for the Business Owner

Many business owners understand the important role that life insurance plays in effective corporate planning.  Whether it is the funding of a shareholders’ agreement, life ...
Continue Reading →

Family Business Planning Strategies

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the ...
Continue Reading →

What to do after selling your business

By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s ...
Continue Reading →

Protecting Your Business

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as permanent whole life can ...
Continue Reading →

Recent Posts

Categories