Insights

What is the theme of your business in 2023 based on where you are in the business growth roadmap? Stabilizing? Streamlining? Scaling? What needs to be done next to build

The Question: What should business owners review at the end of the year? Year End Review as Feedback: The purpose of your Year End Review is an opportunity to collect

The Question: I know my “why”, I’ve built my “how” – team, plans, governance that help me escape the survival trap and create profits… when does the wealth come into

The Question: I know my “why” from Pillar 1 – now what? The Intentional Wealth (IW) Framework (recap): The Intentional Wealth Framework is the proprietary model we use with our

The Question: Can you really plan for wealth? Isn’t it something that just happens (or doesn’t)? The Intentional Wealth Framework: Absolutely you can plan for wealth. It is not something

The Question: What is the number one key to achieving real success in my business? Answered from two different directions by the Coach (Cher) and the Consultant (Jim). Just (Don’t)

The Question: Do I really need to have a client contract? Why? One of the most important things about contracts is not the way they protect you, but the way they delight your

Prequel – watch this with your business partners before watching the 7 D Framework of Corporate Shareholders’ Agreements. ​​Start the discussion with your Corporate business partners to see the value

Understand the 7 D’s of the Shareholders Agreement – watch this with your corporate partners to open a positive conversation about your Corporate Shareholders Agreement. This takes the emotion out

IDENTIFY WITH ACCURACY WHAT NEEDS YOUR ATTENTION TODAY Regain Control of Your Business Adopt an iterative method of business growth. Join Cher and Mike Michalowicz to dive into this simple,

Survival, Stable, Scaleable, Saleable Business success takes you through predictable transitions. Changes in your business that can feel like failure, or like hitting a wall but are actually signals that

Seeing the invisible, different perspectives, being objective… all critical thinking skills that help get past biases, bottlenecks & blindspots. The delicate balance of working IN the business vs ON the

You cannot sell yourself out of entrepreneurial poverty. The Question: When do small businesses start turning real profit… and why don’t they? Spoiler alert: It is not about sales numbers. You

The entrepreneur determined to transform their business into an asset. When you first started in business, typically, it was because you were good at a “thing” – a product, a

A business coach or mentor can be powerful ally. What do you think? Would you welcome a mentor? Would you be one? A case for being a business mentor or

Predicting the bottom of the market and recognizing the opportunities it holds. Investment opportunities in a down market In times of uncertainty, it makes sense to want to pause investing

Uncertain markets can challenge the discipline of even the most committed investor. Have a plan, stick to it, and be patient. Uncertain markets can challenge the discipline of even the

As business grows, entrepreneurs need to think more about the legal, accounting, and financial planning side of things. When is the right time to incorporate? Most businesses start out small

Is creating a Professional Real Estate Corporation (PREC) right for you? Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations (PREC). A personal real

Many people think their greatest asset is their home, but your greatest asset is your ability to earn. Your greatest asset is your ability to earn a living. If you

Each stage of your business life has its own focus and associated needs. Similar to needing a financial plan for your personal life, it is important to utilize planning tools

Savings and Pensions RRSP contributions: � Maximum contribution for 2020: $27,230 � Last day for 2020 contribution: March 1, 2021 � Maximum contribution for 2021: $27,830 TFSA contributions: � Maximum

It is almost always most tax efficient to hold insurance policies corporately. A Dollar Saved is Two Dollars Earned In David Chilton’s book The Wealthy Barber, the character Roy Miller quips

Financial literacy is an essential life skill. Teaching children how to manage money will help them throughout their lives. Teach Them Well In the song `Greatest Love of All` made popular

Being financially prepared can improve your health. We all talk about stress, but we are not always clear about what it is. This is because stress comes from both the

This is a call to action. Sunday, the New York Times published an article titled “Surviving Covid-19 May Not Feel Like Recovery for Some”. The gist of the article (byline

You know how much you earn, right?  Do you actually know how much you spend and on what?  Really?  Most people are in the dark.  Whether you get minimum wage

The Canadian Federation of Independent Business (CFIB) is urging the federal government to put an end to excluding family members from the lifetime capital gains exemption when business owners sell

In a 2018 article discussing succession planning (albeit at a high level) CPA magazine discusses some of the obvious as well as less obvious aspects of this inevitable part of

YOUR LIFE’S WORK CAN HAVE MULTI-GENERATIONAL IMPACT My grandmother was a wonderful woman. She had 8 children and lived to be an amazing 98 years old. She was a talented