CC&L Q4 2020 Market Outlook and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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4 Reasons Why It’s Better to Own a Big Chunk of a Small Company Comments0

Republished with permission from Built to Sell Inc. Is it better to own a big chunk of a small business or a minority stake in a big company? It’s one of the fundamental questions all owners must wrestle with. Owning …
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10 Resolutions That Will Boost the Value of Your Company Comments0

Republished with permission from Built to Sell Inc. Finally, 2020 is in the books. Good riddance. If your goal is to build a more valuable company in 2021, here are some New Year’s resolutions to consider: Stop chasing revenue. A …
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How to Create a Recurring Revenue Model That Appeals to Customers Comments0

Republished with permission from Built to Sell Inc. Have you struggled to identify a recurring revenue model that will work in your business? If so, you’re not alone. Most owners understand the benefits of recurring revenue, such as predictable cash …
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2020 Cross-Country Checkup Survey Comments0

CONTENT FROM: FINANCIAL PLANNING WEEK REPORT PUBLISHED NOVEMBER 20, 2020 In a tough year, some loss of financial confidence among Canadians: planning holds the key When FP Canada launched its first Cross-Country Checkup Survey in 2018 to gauge Canadians’ collective …
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3 Things to Consider When You Hit “The Freedom Point” Comments0

Republished with permission from Built to Sell Inc. When was the last time you calculated the percentage of your net worth tied to your company’s value? When you started your business, its value was probably negligible. Unless you purchased or …
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The Most Critical Factor in Achieving Your Goals May Surprise You Comments0

Republished with permission from Built to Sell Inc. As we roll into the fourth quarter of the year, you may be starting to consider your business goals for next year. Given how 2020 has gone, maybe your primary ambition is …
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3 Things Wealthy Business Owners Do Differently Comments0

Republished with permission from Built to Sell Inc. Much is made of analyzing the personality traits of successful entrepreneurs. Some appear outgoing. Others are introverts. Some lean right, others left. Some are flashy. Others are monk-like with their money. Their …
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