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Case Study
April 27, 2022

Recruiting for Change in Ownership

The Challenge A group of self-proclaimed food lovers (The Client), own an investment platform focused on bringing together growing community-based bakeries. With their third acquisition, an owner-run bakery (Portfolio Company), they saw…

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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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Case Study
March 16, 2022

Finding an Interim CFO in a Time of Crisis

The Challenge Numerous sectors faced financial pressures during the pandemic, but few faced the crisis that befell the seniors care sector. Our client is a non-profit owner and operator of a multi-building campus…

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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…

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Article
March 3, 2022

High Stakes: Understanding a Stalking Horse Sale Process

In simplest terms, a stalking horse process aims to find a buyer for a company's distressed asset. After an initial bidder is found, establishing a floor price, the process is opened to a potentially…

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Article
February 23, 2022

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…