Owned

You built a business. Owned is where we talk about what comes next: keeping more of what you've earned, protecting it, and making sure it lasts beyond you. Practical strategy for owner-managed businesses from the team at ANR.

Choosing Your Succession Path: Family, Employees or a Buyer

Choosing Your Succession Path: Family, Employees or a Buyer

Choosing Your Succession Path: Family, Employees or a BuyerJason Rideout
Published on: 11/10/2026

Family, employees or a third-party buyer? Part 3 shows New Brunswick owners how to choose a succession path that actually delivers the wealth they need.

business succession options Canadaselling a small business New Brunswickfamily business succession New Brunswickintergenerational business transfer rulessell business to child Canada capital gainsemployee ownership trust Canadamanagement buyout small businessthird-party sale share sale vs asset salelifetime capital gains exemption QSBCQSBC purificationsuccession planning Focus stageCPA TEP New Brunswick
Before You Plan the Exit, Make Sure Your Business Can Survive You

Before You Plan the Exit, Make Sure Your Business Can Survive You

Before You Plan the Exit, Make Sure Your Business Can Survive YouJason Rideout
Published on: 03/10/2026

Before you plan the exit, make sure your business can survive you. Part 2 covers estate freezes, family trusts and New Brunswick's 2026 probate tax increase.

estate planning for business owners New Brunswickestate freeze CanadaNew Brunswick probate tax 2026NB probate fee increaseprobate planning New Brunswickprivate company shares at deathholdco and family trust togetherfamily trust 21-year ruleshareholder agreement buy-sell fundingbusiness owner insurance successionfair vs equal inheritance family businesspost-mortem tax planning private companysuccession planning Stability stageControl Stability Focus frameworkCPA TEP New Brunswick
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.

where to start succession planningfirst step in business succession planningsuccession planning for business owners New Brunswickbusiness succession planning NBowner-managed business successionControl Stability Focus frameworksuccession planning 5 to 10 years before retirementbusiness owner exit planning Atlantic Canadafamily business succession New Brunswickpower of attorney business sharesowner dependency business valueOwner Cash TrapOCTIsuccession readinessCPA TEP New Brunswick
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.

corporate structure phaseswhen to add a holdcoholdco and family trust togetheroperating company structure reviewbusiness structure New Brunswickcoordinated holdco trust planningoutgrowing operating company

⚡️ Site powered by BAMF Technology ⚡️