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August 16, 2019

How Best To Prepare The Recipients For A Legacy Gift?”

  Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: Estate Planning, family, Legacy

February 14, 2019

Key Ingredients of the Shareholder’s Agreement in the Transferring of Shares & Investment Buy Out

A great wit once said that: “ The two best days of owning a boat are the day that you bought it and the day that you sold it.” You don’t have to be nautically inclined to make the same parallel with a Family Business. If from the outset you and your partners are maintaining the discipline to build … [Read more...]

Filed Under: Brian's Advice

January 28, 2019

2019 MOTIONBALL GALA PRESENTED BY GRAND MARNIER

Have you bought your ticket yet for the 2019 motionball Toronto Gala, Friday February 1st at the Liberty Grand? Thanks to your support, tickets to the motionball Toronto Gala have SOLD OUT for the past 5 years, so hurry over to https://www.motionball.com/galas/toronto/2019/MBALL before all of the … [Read more...]

Filed Under: Community, Uncategorized Tagged With: Gala, Grand Marnier, motionball, tickets

January 23, 2019

10 Anticipatory Thoughts for Family Owned Business Survival

“While entrepreneurship is rife with optimism; anticipatory prudence can reap significant dividends for the survival, growth and ultimate maximum monetization of value from the Family Business.  Many of these points seem fundamental - but amazing how often they are missing in action: 1) Does … [Read more...]

Filed Under: Brian's Advice Tagged With: Family Business, Succession Planning

December 23, 2018

Pre-Shareholder’s Agreement Invaluable Discussion Points

The Shareholder’s Agreement is as important a future road map for the Family Business as a Will is for any adult. Like driving in the Alps without GPS one never knows when both may be relied upon. Surprisingly those with either are in the vast minority. Below are some principles of common sense … [Read more...]

Filed Under: Brian's Advice Tagged With: Shareholder’s Agreement

December 17, 2018

The Top 10 Tips Of A Winning Business Exit Strategy

A good friend and client once opined to me that: “If it weren’t for his employees and customers - he would really enjoy his Family business!”  Yes - employees and customers; products and services; research and marketing; compliance and quality control; financing and cash flow are but some of many … [Read more...]

Filed Under: Brian's Advice Tagged With: Advice, Business, Family Business, Top 10

May 23, 2018

2018 motionball Marathon of Sport May 26th!

Let's Do Something Special on the Playing Field! Etherington Generations is a proud sponsor for the 2018 motionball Marathon of Sport in Toronto this Saturday May 26th at the Downsview Hangar! Join motionball co-founders Paul and Mark Etherington for a day on the field, all in support of the Special … [Read more...]

Filed Under: Community Tagged With: marathon, motionball, special olympics

May 1, 2018

Tuesday Talks with Brian Etherington: Wealth & Well Being

A leading cultural and spiritual question of the current era is how to make wise decisions in an age of affluence. The increase of personal affluence and wealth has put before increasing numbers of people the opportunity to decide something substantial: whether and how they wish to move from an … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: Wealth, Well Being

March 27, 2018

Tuesday Talks with Brian Etherington: Fixed Income Investment Considerations

Prudent and successful investors weigh risk tolerance; safety of capital; potential for growth; efficient tax treatment which doesn’t negate the benefit of certain types of investment and harmonious integration with their own financial and estate planning objectives when structuring their … [Read more...]

Filed Under: Brian's Advice, For Family Tagged With: Fixed Income, Investment

February 26, 2018

Tuesday Talks with Brian Etherington: Philanthropic Giving in Canada

                   Canadians have proven themselves to be generous; carry a sense of duty towards their fellow citizens in need and have a clear understanding that to address philanthropy is to engage in moral biography. Speaking as our guest to the Board of Directors of a national Canadian … [Read more...]

Filed Under: Brian's Advice, Community Tagged With: philanthropy, Planned Giving, Tax Planning

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