Succession Planning

When to begin succession….an epiphany – my weekly perspective

Wow, what an uplifting outcome. I just came out of a meeting this week with a family who are in the process of successfully transitioning from G1 to G2 (generation 1 to generation 2).  This successful endeavour has been a 3 year journey culminating in: – a plan of reorganization to allow the following generation’s […]

Family Business

It’s about taking risks – maybe not a do it yourself project, my weekly perspective

Today, I am writing about you and your family interactions, mostly as it relates to the family business. Risk taking in your family communication is not easy to do. Having difficult conversations can let you and the business thrive. Not having difficult conversations could stifle and hold back the business.

Tax Planning