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When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the rules. Now Tyers, accountants and their clients benefit

  • July 27, 2017 November 6, 2019
  • 23:45

Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients

  • April 27, 2017 November 6, 2019
  • 23:45

Less than one-third of advisors surveyed feel they are fully prepared to manage and mitigate the risks associated with cybersecurity

  • September 16, 2016 September 16, 2016
  • 12:10

The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career

  • September 15, 2016 October 31, 2019
  • 09:30

In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.

  • March 24, 2015 November 9, 2019
  • 09:01

In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.

  • March 18, 2015 November 9, 2019
  • 09:20

In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach valuation and position your business for sale.

  • March 10, 2015 November 9, 2019
  • 14:15

In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell your business to a family member.

  • March 4, 2015 November 9, 2019
  • 16:35

In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need to ask to find the right successor for your business.

  • February 24, 2015 November 9, 2019
  • 08:00

In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the advantages and disadvantages of each group.

  • February 18, 2015 October 30, 2019
  • 06:00