How to Maximize Your Business’s Take-Home Value
For owners looking to exit their business or retire, the goal should always be twofold: maximize the value of your business while paying the least amount of taxes. Glenn Bowman and Glen Nortje explain the…
The Succession Conundrum: Who Should Take Over the Business?
For founders, owners, or CEOs eyeing a transition out of the business, determining whether you should replace yourself with an experienced outsider or promote talent from within is a big question. Charlene Bergman explains the…
Why You Need an Annual Financial Check-up
As we continue further into 2022, we find ourselves asking questions about what this new year will hold. One of these pertinent questions is: how are my finances looking? Philip Evenden outlines the five key…
Searching for Solid Ground in Commercial Real Estate
Uncertainty and doubt—two words no one likes to hear. Over the course of the last few years, the commercial real estate sector has seen its ups and downs, depending on the industry. in this…
Key Financial Planning Trends To Keep An Eye On In 2022
The world is in an ongoing state of flux, with the financial goals of both individuals and organizations evolving to meet emerging needs. As the financial services industry adapts to the shifting landscape, the need…
Impostor Syndrome: Confronting the Practical Realities
Have you ever felt like you don't belong or that you're cheating those around you? It's likely you've experienced Impostor Syndrome. Yes, it's a real feeling experienced by many, and…
Changing the Conversation on Pay Transparency
In the world of executive search, questions like “what is your current salary?” or “what are your salary expectations?” are commonplace. However, for certain candidates, these questions can be problematic. Leah McGillivray Palko shares her…
Once Partners, Now Enemies: How to Manage Shareholder Disputes
Disagreements between business partners are a grim reality when operating a private company. However, if these little squabbles snowball into full blown shareholder disputes, it’s time to seek help before it’s too late…
How to Adjust Your Financial Planning with Your Life Stages
As your life stage, circumstances, and goals change your financial planning focus should evolve concurrently. The financial needs of individuals entering the workforce will differ from newly-weds, families with young children, or empty-nesters…
CFO Succession: Is Your Business Ready?
The CFO is one of the most influential executives after the CEO, and perhaps one of the most visible—does your organization have the right person or a succession plan in place? While you may…