Blog
Jason Kwiatkowski – Business Valuations
On today’s episode, I interview Jason Kwiatkowski, a Partner with Valuation Support Partners Ltd. We chat about why business valuations are so important to your business and what the major trends are that business owners need to be aware of. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott…
Charles Wilton – The “Sell” Side Of Investing
On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed the buying side of investing and now they further the discussion and chat about the flip side, the time to sell. IRONSHIELD Financial Planning’s “Fly On…
Is Your Business You-Proof?
Republished with permission from Built to Sell Inc. Whether you’re planning to sell your company sometime soon or sometime in the future; now is the time to ensure that your business isn’t all about you. From the latest Sellability Score* research involving 2300 companies from around the globe, here are two key factors that are…
Mark Echlin – Tax and Estate Planning
In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning. For those Canadians motivated to learn the latest strategies in the area of tax and estate planning this call…
The Hierarchy of Recurring Revenue
Republished with permission from Built to Sell Inc. How to make your company irresistible to potential buyers One of the biggest factors in determining the value of your company is the extent to which an acquirer can see where your sales will come from in the future. If you’re in a business that starts from…
Charles Wilton – Investment Teaching Moment
In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America. We go into detail on what it takes for a portfolio manager to make a decision when it comes to…
Four Traps To Avoid When An Acquirer Comes Calling
Republished with permission from Built to Sell Inc. You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside every corner of your business? Most professional acquirers will have a checklist of questions – both objective and subjective –…
Mike Flux – Alternative Investments Update Q4 2012
In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility without sacrificing returns. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls…