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Article
May 24, 2022

The Benefits of Appointing a Professional Estate Trustee or Executor

During the untimely passing of a friend or family member; the complexities and nuances of managing an estate can be both overwhelming and highly stressful—especially if there is no will already in place. To…

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Article
May 16, 2022

When Shareholders Revolt: Succession Planning and Disputes

Family business succession is complicated, even at the best of times, but becomes even more challenging when stakeholders refuse to play nice. Paul Denton shares a cautionary tale on how picking the wrong buyer can…

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Article
May 10, 2022

The Annual Credit Review: Finding Opportunity in Obligation

While your company’s annual credit review may feel like a chore, there are proactive measures you can take to turn it to your advantage. With the re-emergence from the lockdowns and the likelihood…

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Article
May 5, 2022

Succession Planning 101: When Does a Management Buyout Make Sense?

Want to take most of the pressure and stress out of exiting your business? A management buyout (MBO) might be your best bet. Barbara Cowper explains why an MBO can be advantageous to both buyers…

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Article
April 21, 2022

Tax Advantaged Personal Pension Plan

The Personal Pension Plan is a wealth accumulation and tax savings tool specifically designed for business owners and C-suite executives to help accrue sizable retirement savings while paying significantly less tax. Nigel Kettle explains…

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Article
March 15, 2022

Family Business Succession: Having the Tough Conversations 

Family squabbles are fun to watch on Netflix, but when the drama hits your family business, there’s nothing fun about it. Barry Pokroy and Dave Stevens explain the intricacies and emotions behind succession planning…