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Where Succession Planning Really Begins (It Isn't the Sale)

Where Succession Planning Really Begins (It Isn't the Sale)

Where Succession Planning Really Begins (It Isn't the Sale)Jason Rideout
Published on: 27/09/2026

Succession planning doesn't start with the sale. Part 1 of our series shows New Brunswick owners where to begin: control, clarity and knowing your number.

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Your Corporate Structure Has Phases. Most Businesses Only Ever Build the First One.

Your Corporate Structure Has Phases. Most Businesses Only Ever Build the First One.

Your Corporate Structure Has Phases. Most Businesses Only Ever Build the First One.Jason Rideout
Published on: 13/09/2026

Most businesses only ever build one corporate structure, at startup or after a transaction, and never revisit it. Here's how a Holdco and family trust are meant to work together, and what happens when they don't.

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Selling a Business Held in a Family Trust? A Recent Court Ruling Changes the Tax Math on Pre-Sale Dividends

Selling a Business Held in a Family Trust? A Recent Court Ruling Changes the Tax Math on Pre-Sale Dividends

Selling a Business Held in a Family Trust? A Recent Court Ruling Changes the Tax Math on Pre-Sale DividendsJason Rideout
Published on: 09/09/2026

A 2025 FCA ruling changed how Part IV tax applies to pre-sale dividends paid through a family trust. Learn what Canada v. Vefghi means for your business sale.

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Your Accountant Isn't Missing Anything. They're Just Not Looking at This.

Your Accountant Isn't Missing Anything. They're Just Not Looking at This.

Your Accountant Isn't Missing Anything. They're Just Not Looking at This.Jason Rideout
Published on: 06/09/2026

Your accountant might be doing everything right and you could still have a blind spot. Here's the difference between compliance and the advisory layer most owners never get.

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