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Financial Planning For Business Owners Is Simply Different IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to highlight the single biggest problem business owners face when it comes to their retirement plan, and how the sellability score report can pave the road to solving that problem. And if you’d like to get a…
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…
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…
Investment Teaching Moment IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment management firms in North America. We will be going through what’s involved from a behind scenes look at what it takes to find a company that’s…
Tax and Estate Planning Update IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Mark Echlin, President of Simple Insurance Solutions. Mark is a tax and estate planning specialist and he updates me on some of the most pivotal changes that are currently taking place in the world of tax and estate planning. The…
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…
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…
How Sellable Is Your Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance. We have a great discussion on what it takes to build a business that is worth a ton of money – to someone else. And if you’d like to…
How To Properly Value A Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Jason Kwiatkowski, Partner at the firm Valuation Support Partners to discuss the important aspects of business valuations and why they are so important to the growth of your business. And if you’d like to get a jump start on…