So you are selling your business....

Ideally you have made this decision because you are thinking about succession and the next stage of your life. You have worked hard to build what you have and you want to be able to maximize the value of your accomplishments and monetize it.

As legal (succession planning) expert Corina Weigl says: "Successful succession doesn't just happen. Careful planning takes time and patience"

This event will trigger a number of personal financial challenges as you move forward:

So how do you acheive confidence, peace of mind and financial freedom?:

1) Prudent investment strategy: to provide your family with the lifestyle that you desire for the rest of your life and quite possibly for future generations.

2) Efficient and effective tax planning: to ensure that you are taking advantage of all the opportunities available to reduce taxes where possible.

3) Estate planning: to provide peace of mind that all the possible risks (to your wealth) are addressed and covered. Especially if you want to continue to provide for future generations.

4) Future generations: to enable them to have the opportunities that your hard work has created for them.

5) Charitable giving: if your life experience has produced a cause that you are strongly allied with, you may wish to contribute to this cause and provide for it for the future.

To accomplish the goals you set for yourself and your family, the challenge is to map out a strategy for acheiving of them. This requires expert advice (solutions), good planning (implementation) and making sure that your plan is working (monitoring).

That is my life's work: using my 28 years of experience in coordinating the efforts of all the experts on your behalf through a consultative process. To ensure your success in accomplishing all the objectives that are important to you, no matter how simple or complex.
Optimizing your client experience. I take that very seriously.

I also support a number of charitable causes that have impacted my life...namely Breast Cancer Research (CBCF through our sponsorship of the "Paddle to the Cure" ( www.paddletothecure.com ) and Alzheimer's Research (Baycrest).

I intend to expand on the above 5 topics in upcoming Blogs, so feel free to tune in from time to time if you are interested.

Confidence, peace of mind, financial freedom...what do they mean to you?