The Succession Expert

Robert Wright’s job is to help entrepreneurs navigate often complex personal and business issues. Armed with Mackenzie’s succession-planning checklist, he’s able to do just that.

ADVISOR CASE STUDY


Business owners are good at a lot of things, but planning their exit isn’t one of them. According to the Canadian Federation of Independent Business, only nine percent of entrepreneurs have a formal, written succession plan. Most owners know they need...

Read latest Globe Portfolio online.

Online newspapers at PressDisplay.