Unlocking Your Entrepreneurial Legacy BLOG

Are you an entrepreneur contemplating transitioning from your business within the next decade? Whether you envision a third-party sale, employee buyout, family succession, or even winding down, it's vital to approach this pivotal phase correctly.

Discover the art of optimizing your business's purchase price, orchestrating a seamless ownership transition, minimizing tax obligations, and establishing a robust foundation for yourself and your enterprise to thrive.

Within our platform, you'll uncover a treasure trove of ingenious strategies, insightful ideas, and invaluable tips aimed at propelling you and your business toward the finish line and far beyond it.

Donor Advised Funds, Leaving a Legacy Chris Coulter Donor Advised Funds, Leaving a Legacy Chris Coulter

How a Donor Advised Fund Keeps Maddie’s Legacy Alive

Losing my daughter Maddie to suicide inspired me to honour her legacy in a lasting way. Through a Donor Advised Fund (DAF), I’ve turned pain into purpose by supporting mental health, education, and suicide prevention. A DAF simplifies giving, minimizes taxes, and keeps Maddie’s memory alive with every act of kindness. It’s a powerful tool for anyone looking to create a meaningful, lasting legacy.

Read More