Planning for the future helps create the future you want.

 Growing and interested in developing a strategic plan to help manage the
growth and transition of your  business to the next level? 

Considering transitioning the business to the next generation or employees?

Need to find a new way to approach business issues or opportunities?

Then engaging Copper Beech Co. to help you achieve goals will prove to be of great value.

Bussiness coaching services, business succession planning and financial planning.

Plan your future.

Business Coaching

Business owners need a nudge to get started and often help identifying what they want to accomplish (the vision) and why they are in business (the mission). Business people who get these questions answered find planning easier and with the planning accomplished setting short range and intermediate goals becomes a logical part of the conversation. Now the business owner can “see” their path and they get excited with the help of a business coach.

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Business Succession

Succession planning is not about retirement, it’s about commitment and preparedness for the future. Through development of a plan family members are given the tools to help identify what they want and how to align the wants of each family member. The financial tools we can use to make transition tax efficient and economically viable often take time to mature, its not too early to start planning the transition.

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Financial Planning

Financial security is not just about how much is in your retirement plan, it includes consideration of current and future cash flow, income tax, estate planning and risk issues that can be addressed by insurance. A financial adviser/coach makes it simpler to keep the big picture in view while helping place the pieces of the puzzle together.

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Future Planning

The Secret to Success

In James E Hughes Jr’s excellent book called Family Wealth he relates the story of one of Napoleon Bonaparte’s generals, General Lyautey, who is reported to have the most beautiful garden in France. Surveying the garden, the general points out to his gardener that they have no copper beech tree. The gardener responds that it takes 150 years for a copper beech tree to mature and it can live for hundreds of years after that. General Lyautey responded quickly that “we’d better plant one today”

  I think that is a great metaphor for the work we do and the results we strive for with business owners. These owners that have the wisdom and the courage to think in terms of generations.

Join our Table of Captains

We bring together selected business leaders (captains) in a peer advisory group to help achieve personal, professional and business growth. Contributing to the growth of each member as sounding boards, planning advocates and accountability colleagues.

Table of Captains Peer Advisory Group

How we work

Coaching vs Consulting

Business coaching is a form of development in which a person called a coach supports a learner or client in achieving a specific personal or professional goal by providing training, advice and guidance. Coaching differs from mentoring in focusing on specific tasks or objectives, as opposed to general goals or overall development. (Wikipedia) Copper Beech Company At Copper Beech Company, we believe that planning for the future helps create the future you want. We help clients identify goals and we care about the results our clients achieve. Whether the goals are improving financial position, growing the business, transitioning management and ownership. Helping Clarify goals, plan the route and holding the client accountable for achieving the milestones along the way is how we bring value to the engagement.

If you are…


1. Growing and interested in developing a strategic plan to help changing the growth and transition to the next level.

2. Considering transitioning the business to the next generation or employees. 3. Suffering from stagnant business and need to find a new way to approach business issues or opportunities. Then engaging Copper Beech Co as your business coach to help you achieve goals will prove to be of excellent value.

Client Testimonials

Here’s what some clients say:

Peter’s approach on our first meeting was a unique experience! We discussed the current business details, mission, visions and what I was looking to gain from this collaboration. Then he eased into a conversation. How did I come up with this concept, what inspires me, what makes me smile, what is great and what is not so great about where I am right now? He wasn’t just talking about the business. How do you define success? Where do I see myself next year, 5 years from now, etc.? I realized he wanted to know ‘what made me tick’! He wanted to understand what was in my heart first….so he could address how to grow forward with the business to accomplish my vision.

Now let’s get to work he says, and we did! Establishing realistic strategies to achieve the short- and long-term goals, with confidence. I am so grateful for his continued support!
Lindsay Rose

Lindsay’s Gourmet Compound Butter

Peter has a vast knowledge of business and more specifically business operations. He has the ability to examine your current (or start up) business and guide you along the way to greatness. I had the pleasure of using Peter’s services for my company (No Limit Performance Basketball Inc.) and he opened my eyes to the World – literally – because of his wisdom and insight I realized that I am capable of turning my company into a Global business. He coached and I did the work. Unreal relationship – I value Peter and his team at Copper Beech Company.

Mihai Raducanu

No Limit Performance Basketball Inc.

I have had an opportunity to work with Peter over this past summer. I am one of three Directors at OnCourse Education (a small not-for-profit private school in Hamilton). Because of Peter’s coaching and guidance, we have developed a deeper understanding of the expenses involved in operating our business. We have gained confidence in our business model and we have developed an action plan for growth. I would highly recommend Peter to anyone looking to grow a small business. He provides his clients with knowledge and guidance; helping them to define and set realistic, achievable, goals.

Jennifer Scott-Penich

OnCourse Education

As a small business owner/operator, we sometime are so busy “rowing the boat” when we really should be “steering the boat”…. This review has got us back steering the boat as an owner should be doing on a daily basis. I would not hesitate to recommend yourself and your company to any small business owner/operator who needs to review short and long term strategies for their business.

M. Sean McKernan

Non-Destructive Testing Products

The 3 fears of business owners contemplating succession.

Latest Blog Posts

We try to regularly update our blog to bring you insightful information on financial planning, succession, business coaching, entrpreneurship and more.

A new look at estate planning

Estate planning is defined among financial professionals as the “organizing of one’s affairs to distribute the assets tax effectively.” The question however is: Should the assets be distributed? Is it[…]

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Why should you consider creating a Family Charter?

A charter is a family constitution, both tangible and intangible benefits are realized by families that draft a charter. A smooth process for leadership succession can be helped by a[…]

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Family business conflict and what to do about

What are the 4 types of family conflict? Family Conflict: This kind of conflict usually happens because one person has an opinion thatdiffers from another person’s and emotions or family[…]

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Contact us

4691 Ontario Ave, Niagara Falls, Ontario L2E 3R1


Telephone: (289) 296-8638 Fax: (289) 296-8879

We’re waiting to help you achieve your goals. Contact us now to get started!