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Succession Planning for Business Owners

Succession Planning for Business Owners

by Exceedia Consulting | May 3, 2021 | Blog, Business Owners, Estate Planning, Family, life insurance

Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Exceedia Consulting | Aug 3, 2020 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Exceedia Consulting | Jul 2, 2019 | Blog, Business Owners, Estate Planning

10 Essential Decisions for Business OwnersBusiness owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.10...
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Calgary, AB T2A 6R9

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