Business owners should compare EOTs with other exit options
The platform also launched a cost base calculator
Regulator calls for continuity plans at one-man shops
Numerous changes, including tax rules, add pressure to Canadian enterprises
There's more than one approach to advisor succession
Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
A report from the Family Entreprise Foundation offers ideas to prepare the next generation
Clients have until end of year to take advantage of looser C-208 rules
The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd