Ideas & Stories

Frequent Flyer points & the Business Owner

Smart business owners may never need to fly economy again! Business Owners have a unique opportunity… they can accumulate points to fly very cheaply… like a pre-tax & deductable cost of $3,471 (plus taxes) for a return Business Class …
Read more

Give your Business a Will for Xmas!!!

A Will?… in spirit at least! What would become of your business if you were no longer around?  What would happen if this was to happen suddenly?  What would your family do?  Should the business be sold?  Is it Investment Ready?  Are …
Read more

Tax Trap

1. Tax Trap ... whoops. When a taxpayer borrows money for the purposes of acquiring an investment, such as a rental property, a business, a share portfolio or an income generating capital asset, the interest expense associated with the investment …
Read more

The Gold Standard for being “Investment Ready”

In an ideal world, business owners have me plan their exit strategy 5 years before a sale is even contemplated. It can be very rewarding to get this right! But the real world can be very different. Sometimes owners simply get tired of …
Read more