Will Fischtein

Will Fischtein

Exit Planning for Business Owners

When it comes to selling your business, there are a lot of factors that come into play. For instance, how do you know what your business is worth? What are the best ways to market your business for sale? Which…

The New Age of Acquisition Financing, 2022

The first part of any acquisition is to find a strategic or financial target. This is typically achieved with the assistance of an acquisition intermediary, such as an investment bank, M&A advisor, or business broker. Intermediaries are able to work…

Common Canadian Tax Schemes for Estate Planning

Section 85 Rollover: What is a rollover and why is it important? Section 85 is a rollover tax-saving tool that allows a taxpayer (individual, company or trust) to transfer property to a Canadian corporation without incurring the transfer-related tax consequences.…

Is There a Business Without You?

Selling your business is similar to a corporate employee cashing out their pension. It is the monetary reward for your lifetime of hard work and dedication that will ensure you move comfortably into your retirement years. However, many business owners that are preparing to cash out and move on discover that they are the business, and without them there would be considerable difficulty in running the company moving forward.
If you are wondering whether you and your business are the same entity, consider this hypothetical situation: if tomorrow you completely removed yourself from your role within the company, would the business still be able to function?
If the answer to this question is no, then there are a number of steps you can incorporate into your exit planning strategy that will help you sell your company when you are ready to exit the business.

Your Guide to Business Loans & Financing Solutions

Corporate growth opportunities like mergers, inventory investments, equipment upgrades, team expansion and commercial real estate all require capital that, in many cases, a business will not have upfront.  Businesses need funds to grow. Business financing solutions exist to help companies…

The Ultimate Guide To M&A Synergies

Businesses will often acquire or merge with another to increase their profit and productivity. A company will calculate and identify mergers and acquisitions synergies to evaluate a merger or acquisition’s potential or success. These synergies represent the possible or achieved…

Understanding The Different Types of Business Buyers

Business buyers have varying needs and goals. Typically, buyers can be categorized as individual buyers, financial buyers or strategic buyers. When you sell your business, it’s essential to keep in mind the type of buyers interested in acquiring your company.…

How To Prepare My Business For Sale

Before you sell your business, you need to ensure that both you and the company are ready for the sale. The reality is that a business should be prepared and ready for a sale roughly three years before it hits…