A portfolio manager I work with on a regular basis has the credo “pay attention to the risks and the returns will look after themselves”. When we work with business families that credo could be paraphrased “pay attention to the family and the business will look after itself”. The fact is a family business, with…
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I stood Saturday evening beside a Salvation Army Kettle in a big shopping center in Niagara. I was there as a volunteer from my Kiwanis Club to assist the Salvation Army with their traditional Christmas fund raiser. It’s fun to watch the people go by, and to thank the ones who stop and put their…
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I was driving to a seminar recently when a radio report advised me that the road ahead was blocked as the result of a serious accident. I listened and felt relief that my exit would be well before the accident, it should not hold me up. A short time later the radio voice announced that…
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I admit it, I do it… I listen to the radio in the morning to hear the stock futures. Is it going to be a good day or a bad day in the markets? The results can set the tone for at least the start of my work day. This is, of course, crazy. My…
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The business succession of our owner managed businesses is a big story among professional advisors, bankers and bureaucrats. The discussion seems to be less appealing with business owners themselves. I believe this is largely because our business owners are builders used to being in the centre of the action. Talk of succession planning suggests the…
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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.
