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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 –…
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…
In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls…
Republished with permission from Built to Sell Inc. One of the most intimidating aspects of selling your business can be facing the barrage of questions during the various management presentations you’ll be doing for potential acquirers. Be prepared to be grilled on all facets of your operations. Of course every meeting will be different, but here…
In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can do to take advantage on what is available today. IRONSHIELD Financial Planning’s “Fly On The…
Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8 IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I reveal how a business owner can hire a support team that works while the business owner sleeps. And if you’d like to get a…
Republished with permission from Built to Sell Inc. 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 for good behaviour, you know all about negotiating leverage. When selling an attractive business, you also have…
Creating a Business Owners Dream Financial Plan (Part 7 of 8) – Turn Key Automated Marketing For Your Small Business That Really Works IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 7 of creating a business owners dream financial plan. Automating the life line of your business – lead generation. Learn…
Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 6 of creating a business owners dream financial plan. Incorporating “KAIZEN” into your financial plan is the key to meeting (and often times exceeding)…







