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Optimizing Your Business | Selling Your Business

BUILDING THE RIGHT EXECUTIVE TEAM TO WITHSTAND CHANGE

Creating an exceptional executive team takes more than a great network, it also takes time, a specific expertise, and a strategic understanding of the market. An organization’s senior leadership holds the highest management position, they have more responsibilities and deal with greater pressures.

Optimizing Your Business | Selling Your Business

I’M CAUGHT UP IN A BUSINESS DISPUTE. HOW SHOULD I HANDLE IT?

Maybe a client has terminated your contract prior to the expiry date. Or a product fails to meet expectations. Whatever the cause, business disputes often times leave business owners or senior executives struggling to find the quickest and most effective way to resolve their situation all the while ensuring that the negative impact to the business is minimized.

Navigating Family Dynamics | Planning for Transition + Succession

ESTATE PLANNING: WHAT HAPPENS TO MY MONEY AND FAMILY?

“Estate planning is not just about a legal document and a plan to minimize taxes at death. It should be an expression of your values and priorities, particularly in light of family complexities today.”

Optimizing Your Business | Selling Your Business

FINDING GROWTH OPPORTUNITIES FOR YOUR BUSINESS

Are you ready to expand, diversify, target new markets, and ultimately enhance profitability ...

Optimizing Your Business | Selling Your Business

GOVERNMENT AUDIT: ARE YOU READY?

We know what you are thinking: It was coming eventually, but the timing could not be worse.

Managing Your Wealth | Navigating Family Dynamics

HOW CAN I ENSURE MY PHILANTHROPY WILL HAVE MAXIMUM IMPACT?

When it comes to philanthropy and charitable giving, families of significant wealth have ...

Keeping Your Enterprise Cybersecure | Optimizing Your Business

HOW CAN YOU BEST PROTECT YOUR BUSINESS AGAINST CYBERATTACKS AND HACKERS?

There’s a fair amount of frightening news reports these days about cyberattacks on businesses of all sizes, and they seem to be on the rise. They aren’t totally preventable, but it’s important to be sure your systems are up to date and your data is well protected so that in the event of an attack, you can minimize the fallout.

Navigating Family Dynamics | Planning for Transition + Succession

HOW DO I ENGAGE MY NEXT GENERATION IN THE BUSINESS?

Leaving a business to the next generation without adequately preparing the Next Gen to take on the responsibilities of said business ...

Managing Your Wealth | Navigating Family Dynamics

HOW TO RESOLVE A FAMILY CONFLICT PEACEFULLY

A difference of opinion, words spoken without thought, complicated projects… the sources of discord are as varied as the people who make up a family.