Business owners and founders face a unique set of financial challenges. Often, much of their wealth is tied to their business, making it important to balance growth opportunities with long-term financial security. I work with entrepreneurs and business owners to manage their wealth by considering questions such as:
- Setting up a tax-efficient strategy for corporate investing
- Preparing a business for sale
- Succession planning
- Management buyouts
- Tax-efficient business exits
Business owners spend years building successful companies but often have limited time to focus on their personal wealth. As a former CFO, M&A executive, Globe and Mail contributor, published author, finance professor at the University of Toronto, and wealth advisor, I help business owners and entrepreneurs apply the same financial discipline to their personal wealth that they use to grow their businesses, with a focus on tax efficiency, long-term growth, and successful wealth transfer.