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We have lived through a year where the headlines and the fundamentals often pointed in different directions. Trade drama and policy uncertainty dominated the narrative....
If you talk to enough business owners, you notice a pattern. Almost everyone thinks a sale or transition is something they can pick when the timing feels right. The truth is different. Ownership transitions do not wait for your calendar....
Most business owners discover math of their exit after signing their LOI. By then it's too late to renegotiate. We build a tool to solve this problem while you still have optionality....
Markets appeared calm in October as equities rose, volatility stayed low, and both the Federal Reserve and the Bank of Canada trimmed rates. Beneath the surface, visibility is limited and calm is not the same as certainty....
The first half of 2025 has been characterized by a dramatic regime shift in economic policy following President Trump’s inauguration for his second term....
Delaying preparation for a business sale can lead to hidden costs like undervaluation and tax inefficiencies. Learn how proactive planning enhances value, reduces risks, and secures financial success....
Effectively managing liquidity after selling your business is key to financial security. Learn how to balance risk and opportunity with a tailored investment management strategy....
This last week has been one of the more chaotic weeks in our investing careers, with markets reacting quickly to both changed economic assumptions, social media posts and an escalating trade war between the US and China....
Selling a family business is uniquely complex, requiring careful planning and sensitivity to family dynamics. Learn strategies to balance financial priorities, preserve legacy, and navigate emotional challenges....
The U.S. administration’s “Liberation Day” tariff announcement—initially dismissed as posturing—materialized into the most sweeping shift in U.S. trade policy in a century, triggering a material repricing of global economic risk....
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