Viewing: Business Advisory > Succession Planning
How Much Is Your Business Worth, And How Will Your Children Afford It?
An estate freeze locks in the value you've built and hands future growth to the next generation. Here's how it works, and what to settle first.
Jared PilonTopic: Estate PlanningSuccession Planning
October 6, 2026 | View Post
Does Owning a Corporation Qualify You for the Capital Gains Exemption?
Owning a corporation doesn't automatically qualify you for the Lifetime Capital Gains Exemption. Jared explains why shares must meet specific tests, why this is exit planning rather than just sale planning, and how passive investments or industry assumptions can quietly disqualify a business. Using real client examples, he shows why owners should confirm today whether their shares actually qualify.
Jared PilonTopic: Corporate TaxesRestructuringSuccession Planning
September 1, 2026 | View Post
Before You Add a Holding Company, Ask Yourself This One Question
Before you go down the road of adding a holding company to your corporate structure, ask yourself: Does this solve a problem for me?
Jared PilonTopic: General Business InformationSuccession Planning
August 4, 2026 | View Post
How to Structure a Management Buyout That Works
Management buyouts are a great way to hand off a business to new owners who understand it inside and out. Get practical tips on how to make the process as seamless as possible.
Jared PilonTopic: Sale & PurchaseSuccession Planning
July 2, 2026 | View Post
Who Are You Without Your Business?
The importance of looking inward prior to selling your business.
Jared PilonTopic: Succession Planning
June 2, 2026 | View Post
