Building a Legacy That Lasts BLOG
Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.
If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.
Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.
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Unveiling the 4 Secrets of an Insured Retirement Plan: Your Path to a Prosperous Retirement
Insured Retirement Plans (IRPs) and Corporate Insured Retirement Plans (CIRPs) differ in ownership, contribution flexibility, and estate planning benefits. Both offer tax-free growth and withdrawals like TFSA, but IRPs are personally owned while CIRPs are owned by the corporation. CIRPs provide greater contribution flexibility and integrate with business operations. They also offer privacy, protection, and the ability to equalize assets among heirs. Understanding these differences is key to optimizing retirement savings and financial strategies.