Find the episodes that go deepest on the areas that matter most to your business.
Understanding and maximizing what your business is worth, covering valuation methods, enterprise value, and preparing for a sale.
Business strategy and value creation, covering the experience economy, differentiation, and building a more valuable company.
Health, wellness, and human performance for business owners, covering mindfulness, corporate wellness, and sustaining yourself as a leader.
Regulatory developments affecting business owners and advisors, covering reforms, compliance requirements, and industry oversight.
Real estate for business owners, covering commercial property, personal real estate corporations, and property within the business plan.
Retirement Compensation Arrangements for business owners, covering supplemental retirement funding beyond registered-plan limits.
Strategic giving for business owners, covering donation planning, foundations, and amplifying the impact of charitable gifts.
Raising financially capable children, covering money conversations, financial literacy, and passing values to the next generation.
Running and improving the business, covering process management, outsourcing, remote work, technology, and day-to-day operations.
Building your brand and reaching customers, covering SEO, brand value, and marketing strategy for owner-operated businesses.
Planning for longer lives, covering the financial and lifestyle implications of longevity for business owners and their retirement.
Leading and growing as a business owner, covering co-founder relationships, mastermind groups, and the people side of building a company.
Legal considerations for business owners, covering contracts, disputes, working with lawyers, and the legal side of running a company.
Investment strategy for business owners, covering portfolio planning, values-based investing, and building wealth alongside your business.
Protecting your business and family through insurance and risk management, from life and disability to cyber, property, and long-term care.
Employee benefits, group retirement, and human-resources strategy for business owners building and supporting their teams.
Government grants, incentives, and support programs that help business owners fund growth, innovation, and digital adoption.
Funding growth through venture capital, royalty financing, and other capital sources for business owners and entrepreneurs.
The financial planning profession itself, covering how to find good advice, work with advisors, and understand industry standards and associations.
Financial and succession planning for family farms, covering the tax, land, and generational-transfer considerations unique to agricultural businesses.
Estate planning, wills, trusts, and legacy strategies, helping business owners plan the transfer of wealth and values across generations.
Transitioning ownership to employees through Employee Ownership Trusts, covering structure, tax treatment, and succession considerations.
Planning for disability and incapacity, including the Disability Tax Credit, benefits, and protecting income when health changes.
Business borrowing and credit, from mortgages and alternative lending to credit ratings and structuring debt for growth.
Financial planning across the Canada-U.S. border and beyond, covering expatriation, dual residency, and international tax and reporting.
Managing the flow of money through your business, covering working capital, forecasting, and keeping day-to-day operations funded.
The psychology of money and decision-making, exploring how mindset, purpose, and behaviour shape financial choices for business owners.
Business banking relationships, accounts, and cash management, including cross-border accounts and working with lenders and financial institutions.
Financial statements, bookkeeping, and reporting fundamentals for business owners, from reading the numbers to working effectively with your accountant.
CCPC setup, holding companies, and corporate organization strategies to protect assets and optimize your business structure.
Corporate and personal tax strategies for business owners, covering tax planning, compliance, and optimization for owner-operators.
Buying, selling, and merging businesses, including deal structure, valuation, due diligence, and negotiation strategies.
Planning your business exit and succession, from preparing your company for sale to ensuring a smooth transition for all stakeholders.
Corporate pension strategies for owner-operators, including IPP setup, funding rules, and tax-efficient retirement savings through your corporation.
Planning for retirement as a business owner, including strategies for building retirement income and transitioning out of active business management.
