What is the most critical factor in achieving your goals?
As we roll into the fourth quarter of the year, you may be starting to consider your business goals for next year. Perhaps you’re going to create a recurring revenue … Read more
finance
How to Leverage Retained Earnings?
Retained earnings are profits that a company has not distributed to its shareholders. The amount of retained earnings a company has varies depending on how much profit the company has … Read more
7 things to do before signing a Letter of Intent
You may be years away from selling your business, but it’s never too early to understand what the process involves. If you have ever promised your child a treat in return … Read more
How to Leverage Personal Pension Plan?
If you’re a business owner, the Personal Pension Plan (PPP) is a great way to save for retirement and reduce your taxes. With higher contribution limits than an RRSP or … Read more
Executor: Honour or Burden?
Many of you might already be familiar with wealth stewards as we have partnered with them in order to allow us to offer a range of wealth management service offerings … Read more
How to Leverage Corporate Insurance Strategies?
As a small business owner, it is crucial to know about the benefits of corporate insurance. It can protect your business from liability claims, property damage, and more. But what … Read more
Importance of the first 90 Days after acquiring a new customer.
You’ve done the hard work of winning a new customer, but it’s what you do in the next 90 days that determines if it’ll stick around. The first 90 days … Read more
How to Pay Less Tax using Capital Gains Exemption?
If you’re a business owner, you’ve probably heard of the lifetime capital gains exemption that can apply to the sale of qualifying private company shares. If you and your family … Read more
Cash vs Accrual – Which method suits you?
Cash Versus Accrual Both the single-entry and double-entry methods can work in tandem with cash or accrual bookkeeping. To understand the difference between these two methods, take this example. Say … Read more
How to correctly time the sale of your business? 
The other day I was speaking with a successful CEO in his fifties who runs a heating and air conditioning company generating eight million dollars in revenue and over one … Read more
