Knowledge
Thoughts, opinions and trends – everything, all in one place.
14 result(s)
Passing the Torch: A Practical Guide to Business Succession Planning
March 17, 2025 – Whether you’re planning to retire, start a new venture, or simply take a step back, having a solid succession plan in place is essential for a smooth transition.
Relief from Capital Gain Inclusion Rate Increase
February 03, 2025 – The ongoing saga of the proposed increase in the capital gains inclusion has finally come to an end – for now. Given the uncertainty created by this situation, the Department of Finance’s announcement to defer this change is welcome relief. That said, taxpayers will want to consider how this about-face impacts their particular situation, including:
The Art of the Deal
November 27, 2023 – Thank you to all of the business leaders who came out to our private evening with the Ottawa Senators Hockey Club on Monday night!
The Enhanced Intergenerational Business Transfer re: Budget 2023 Changes
July 10, 2023 – The proposed amendments to Bill C-208 will affect how you transfer your business to the next generation of your family. These changes will come into effect for transfers that occur on or after January 1, 2024.
5 Things You Can Do as a Business Owner to Prepare for 2023
January 03, 2023 – As we say goodbye to 2022, there seems to be a consensus that Canada will enter a recession in the latter half of 2023. Having weathered the rollercoaster of the past two years, we appreciate the concern business owners are feeling as they will no doubt face yet more twists and turns in the new year.
Selling a Small Business Part 3 – What is the M&A Process?
June 07, 2021 – So you’ve made the difficult decision to sell your business. Now comes the fun part – putting up the “For Sale” sign. There are many steps in the merger & acquisition process, and more considerations to make in each step.
Selling a Small Business series
June 07, 2021 – In this Family Wealth Advisory: Selling a Small Business Vlog Series, we take you through all of the implications, considerations, and processes of selling your family business.
Navigating your Financial Future for Business Owners
June 17, 2021 – In this webinar, moderated by Micheal Burch , speakers Jeff Logan and Elliott Bourgeois will discuss some considerations for your financial planning in advance of, during, and after the sale of your business.
Selling a Small Business: Part 2 – Implications of selling the family business.
May 21, 2021 – Selling the family business is a difficult decision. Talking about it with the family can be even more so. There are a number of implications to consider when it comes to this big decision.
Selling a Small Business: Part 1 – Is my business ready to Sell?
May 07, 2021 – In part one of our SELLING A SMALL BUSINESS Series, Micheal Burch and Stephan May discuss what you need to do prior to the sale of your small business.
The Lifetime Capital Gains Exemption (LCGE) for Medical Professionals
April 06, 2021 – Residents in Canada can claim the LCGE on the disposition of shares of a Qualifying Small Business Corporation (QSBC). By claiming the LCGE, the individual can shelter up to $892,918 (the current maximum LCGE) of the capital gain realized on the disposition of the QSBC shares.
The Value of Mid-market Investment Bankers and M&A Advisors
July 24, 2018 – If you ask any entrepreneur or executive who has made the leap of faith to sell their business, it can […]
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