Dean Trudeau

Business exit plans: How to prepare for the unexpected

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In the previous blog, I reviewed step five of our seven-step process to create a successful business exit / transition plan. In this blog, I will cover step

Business exit plans: How to structure a sale to co-owners, family members or key employees

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It is imperative that your exit plan works to minimize the tax consequences to the business and to the buyer

Business exit plans: Steps to maximizing value

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In the previous blog, I reviewed step one and two of our seven-step process to create a successful business exit / transition plan. In this

Do you need a business exit plan?

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In the first article, I summarized our seven-step process to create a successful business exit / transition plan. In this article, I will cover the

Seven steps to start planning your business exit strategy

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Planned or unplanned, every business owner eventually leaves their business one way or another. Owners who plan to leave typically have a better experience than

The evolution of OPES Family Advisory

Canada & World, OBJ360 Sponsored, Sponsored

A local business consultancy is on a mission to become a one-stop wealth-management shop for Ottawa business owners. As the firm evolves from a practice