You’ve heard countless times from the Bridgewell team that one of the main drivers of wellness is strategic financial planning. Think of a comprehensive plan as a blueprint designed to bridge any gaps in your finances, one that helps you achieve your lifestyle goals. Part of that process involves preparing for the inevitable with detailed …
Unemployment is low and employee turnover is higher than in recent memory as many Canadian executives explore new career options in the wake of the pandemic. That’s why this could be the perfect opportunity for your organization to recruit senior-level staffers with the help of effective executive planning strategies. Satisfying the workplace expectations of executive-level …
Executive planning: the best insurance to retain business leaders Read More »
Founding, managing and growing a business—as so many entrepreneurs will advise—is not for the faint-hearted. It’s a thrilling, time-consuming labour of love that requires a business owner to wear many hats in order to steer their organization toward success. The same is true if they’re an incorporated professional, where the need to build and service …
Overlooked financial planning opportunities—Corporate finance edition Read More »
The highly-analyzed saga of the Rogers family has taught us more than a few lessons about business succession, family governance—especially when large sums of wealth are involved—and the need to carefully envision the future you want for your family once the main wealth builder passes on. But it’s also a clear lesson in the importance …
Structuring shareholder agreements: Lessons from the Rogers family feud Read More »
When we launched Bridgewell Financial earlier this year, we made a commitment to not only work to enhance your personal and professional financial wellness, but to also deliver the latest insights to keep you informed. We believe that having the right information is the key to making effective strategic decisions, ones that help promote financial …
It’s a special day when an entrepreneur achieves their lifelong dream: transitioning to the next phase in life by making a financially-beneficial exit from their company. For most, achieving that goal will take a great deal of hard work and business succession planning. While we’re conditioned by media reports to believe that billion-dollar business sales …
Business succession: How to position your company for a sale Read More »
To receive our newsletter, please email our team with your subscription request.
Request our newsletter by emailOpens your email application.
