Blog
In a crowded news and media landscape, it can be difficult to keep up with the latest financial news, updates and policy changes that matter to you. Through curated blog posts, our trusted team of experts provides you with insights, analyses and perspectives on those issues most relevant to you.
Our Latest Insights
Why Some Independent Brokerages Are Considering Mergers
Moving to Canada? Get Cross-Border Tax Advice Before You Move
Preparing for the Sale of Your Insurance Brokerage: Key Steps to Maximize Value
The Use of a Family Trust as an Estate Planning Tool
Business Valuation 101 – Normalizing Your Earnings
Qualities of the Most Valuable Insurance Brokerages
Unsolicited Offer for your Brokerage? How Should You Respond?
The “Double Tax” Problem – Holding Private Company Shares on Death
When to Value a Company – Part 10: Allocating the Purchase Price for an Acquisition
Insurance Brokerage Industry – Let’s Talk Management Buy-ins
