5 key questions every business owner should answer

October 14, 2022 |Mark Porretta
Owning a business is stressful, time consuming and at times, exhausting. Canadian business owners work hard and always keep the needs of their business top of mind. The majority of Canadian business owners don't have a formal business succession plan...
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Does your family have a succession plan? Tips for maintaining family harmony

June 01, 2022 |Mark Porretta
Owning and operating a business is tough. It's stressful, time consuming and has its moments of good and bad times. But as the business becomes more tenured and successful, the need of succession planning for the next generation becomes even more important...
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It all starts with a plan

March 02, 2019 |Mark Porretta
Most people look at retirement as the "light at the end of the tunnel". People work decades at their 9-5 jobs in the hopes of one day: taking that trip of a lifetime, joining that prestigious golf club or spending more time with their loved ones. However...
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DIY Approach for Executors? We would suggest otherwise

February 23, 2019 |Mark Porretta
Speaking about death and planning for the aftermath is a touchy subject for most people and rightfully so, as it means that we have lost someone close to us. The unfortunate reality is that no one is immortal, and when a loved one passes, we are left...
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