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15 AugJargon Busting: A Beginner’s Glossary of Common M&A Terms


In M&A, unfamiliar terms can slow you down or leave you dependent on your advisors for every interpretation. While you don’t…

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01 AugLifestyle Business – How do I transition to a saleable business?


This is the second post in this series.  In our prior post, we looked at what a lifestyle business is, why…

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15 JulLifestyle Business – How do I know if I have one (and why it matters?)


This will be part one of a two part series of posts.  This first post will focus on figuring out whether…

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01 JulHappy Canada Day (and 4th of July)


We are taking a bit of a break for the long weekend, so just wanted to wish everyone a Happy Canada…

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15 JunTop Challenges of Transitioning to an EOT in Canada


Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. An EOT is a…

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01 JunThe Power of Team Redundancy and Depth


When entrepreneurs focus on growing and selling a business, they typically prioritize revenue, customer growth, innovation, and efficiency. While crucial, one…

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15 MayYou Control Your Own Destiny – 5 Reminders Why it’s Important


With the recent gyrations of the market, Tariffs Tariffs Tariffs, uncertainties around what recent elections may bring, we wanted to leave…

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01 MaySearchers – Why You Should Consider Their Proposal


A “Searcher” is an individual (or perhaps a couple of individuals working together) who is actively seeking to acquire and run…

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15 AprETA – Entrepreneurship Through Acquisition


We have seen a significant uptick in reach-outs from “Searchers” who are looking to acquire small, medium-sized businesses (we define SMBs…

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01 AprThe 3 Step Plan to Getting Rich (Spoiler – It’s Not Easy)


Becoming wealthy isn’t everyone’s primary goal, but for those who want it, there’s a relatively predictable path to getting rich (at…

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