Financial Planning for your future is

 

MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your life-long goals. IRONSHIELD Financial Planning focuses on goal-oriented solutions, whether your needs require one of our independent à la carte plans™ or one of our comprehensive KAIZEN Financial Planning Programs™, our team at IRONSHIELD will work with you as your trusted advisor to develop and implement a plan for your financial success.


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How Sellable Is Your Business? | FLY052113

  
  
  
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On today's episode, I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance.

We discuss the key attributes that a business must have to attract a higher selling price.

 




Business Valuations | FLY042113

  
  
  
jason kwiatkowski resized 600On today's episode, I interview Jason Kwiatkowski, a Partner with Valuation Support Partners Ltd.

We chat about why business valuations are so important to your business and what the major trends are that business owners need to be aware of.

 




The "Sell" Side Of Investing | FLY040713

  
  
  
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On today's episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James.

In the last episode we discussed the buying side of investing and we further the discussion and chat about the flip side, the time to sell.

 



Tax & Estate Planning | FLY032113

  
  
  
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In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning.  For those Canadians motivated to learn the latest strategies in the area of tax and estate planning this call will be of tremendous value.

The Hierarchy of Recurring Revenue

  
  
  
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How to make your company irresistible to potential buyers

Investment Teaching Moment, Charles Wilton | FLY022113

  
  
  
Charles Wilton

In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James - one of the most respected investment management firms in North America.

Four Traps To Avoid When An Acquirer Comes Calling

  
  
  
PriceSqueeze

You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside every corner of your business?

Alternative Investment, Mike Flux Q4/2012 (FLY ON THE WALL EPISODE)

  
  
  
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In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility without sacrificing returns.

Core Strategy, Mike Flux Q4/2012 (FLY ON THE WALL EPISODE)

  
  
  
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In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to chat about their investment outlook.

8 Questions You’ll Be Asked When Selling Your Business

  
  
  
Business Owners, Financial Planning For Business Owners, Selling Your Business, Sellability Score

Reprinted With Permission From Built To Sell Inc.

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