During this difficult time, many of us have been spending significantly more quality time with our direct family members. For many business owners this is a rare opportunity as owning and managing a business often requires too many hours a week to count. During this pandemic, many business owners have been...
The Book is Finally Available!
After collecting decades worth of knowledge and experience in the field of family business, Grant Walsh and Danielle Walsh have finally put together this book (A Practical Guide To Family Business Succession Planning) to...
It’s A Family Affair: Succession Advice Your Accountant and Lawyer Won’t Tell You
As appeared in the Golf Business Canada magazine Spring 2018 edition
Research shows that too much attention is being paid to the technical aspects of the succession plan, such as the estate freeze, business valuation, tax minimization, trust and wills while too little attention is being paid to the no-technical component such as...
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The Keys to Family Business Continuity: Laying the Groundwork
As noted in a recent Jewellery Business article, research demonstrates although most owners would like to transition their businesses to the next generation, 67 per cent don’t make it to the second generation, and 88 per cent don’t make it to the third. (For more on these numbers, consult the fourth edition of Ernesto...
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