Legacy: The Business Succession Podcast
A bi-weekly podcast that helps guide business owners towards a smooth exit from the legacy they have built with exit planning and succession planning strategies and tips.
Episodes
65 episodes
The 5 Succession Mistakes That Cost Business Owners
Most succession planning failures are not technical; they’re behavioural. And they are avoidable if you know what to look for.In this episode of Legacy: The Business Succession Podcast, Jared Pilon of Legacy Accounting LLP walks through ...
Why Five Years Isn't Enough Time to Plan Your Business Exit
When should you actually start planning your business exit?Most business owners assume the answer is five years before retirement. In practice, that timeline is almost always too late.In this episode of Legacy: The Business Succes...
An Exit Plan is Not a Succession Plan (& vice versa)
Most business owners use succession planning and exit planning interchangeably. That mistake can cost you everything you've built.In this episode of Legacy: The Business Succession Podcast, we draw a clear line between two business pract...
Your Business Exit WILL Happen. Will You PLAN or PANIC?
Every business owner will exit their business. The only question is whether it happens on your terms or under pressure.In this episode of Legacy: The Business Succession Podcast, host Jared Pilon of Legacy Accounting LLP breaks down why ...
What They Don't Tell You About Business Exit Planning
Thinking about selling your business, but don't know where to start? In this episode of the Tax Talk Podcast, Jared Pilon from Legacy Accounting LLP sits down with Travis Koivula, Investment Advisor at Island Savings Wealth Management, to unpac...
Save 100+ Hours Every Month With AI | EP060
We’ve all treated AI like a fancy search engine and gotten frustrated with the results. In this episode of Tax Talk Podcast, Jared Pilon from Legacy Accounting LLP sits down with Taylor Arancibia, founder of Unveiling Innovations, to reveal how...
Trying to Beat “The Algorithm”? Do This Instead
Chasing hacks to “beat the algorithm” is a time sink. In this Tax Talk episode, Jared and Joe Whitbread cut through the noise and show you how small businesses actually win on social: by reverse-engineering their audience, showing consistent br...
Save on Taxes When Selling U.S. Property: For Canadians
If you’re selling a U.S. vacation home or rental as a Canadian, don’t let FIRPTA withholding, state taxes, and cross-border filings trap your cash for years.In this Tax Talk episode, Jared talks with cross-border tax pro Steven Flynn abo...
Your MONEY vs. INFLATION: Investing in Gold & Silver | EP 57
The Canadian dollar keeps sliding, and it’s hitting your long-term purchasing power. So how do you protect your savings when cash is quietly losing value? How to combat inflationIn this episode of Tax Talk, Jared sits down with investor ...
Build Wealth With Your Mortgage | EP 56
Canadian homeowners: what if your mortgage could help you build wealth, reduce taxes, and help you pay off your mortgage sooner—without increasing your monthly payments?In this episode of the Tax Talk Podcast, I sit down with Nick Cox at...
Tax-Smart Investing Made Simple | EP 055
Confused by RSPs, TFSAs, and other investment opportunities but still want to grow your legacy of wealth? Join us as we break down Canada's key investment accounts and reveal tax-saving strategies that could save you thousands.What You'l...
Corporate Life Insurance: 3 Questions You Need to Ask | EP 054
Corporate life insurance represents one of the most powerful yet misunderstood financial tools available to you as a business owner. While you may recognize its potential benefits, the complexity surrounding these policies often leads to poor d...
Unlocking Your Employees’ Max Potential with the Six Working Geniuses | EP 053
On this episode of the Tax Talk Podcast, we are joined by Garth Epp, the co-owner of Your Limits Lifted and an expert on business coaching, mentorship and the provision of online, web-based tools. We are exploring the Working Geniuses model. Yo...
The Hidden Opportunities in Your Side Hustles | EP 052
We’re joined by Joe Whitbread of Jo(e) Social Media to discuss how you can find the hidden opportunities in your side hustle. With inflation creeping up, its becoming more appealing to bankroll a cashflow. In this Tax Talk Podcast, we’re sharin...
Why Business Owners Regret Selling—And How to Ensure You Won’t | EP 051
In this episode of the Tax Talk Podcast, we are chatting with David Prowse about the emotional side of exiting your business. You will speak with your account and lawyer about the tax and legal side of the sale, but do you consider the emotiona...
Boost Your Real Estate ROI with Smart Strategies | EP 050
In this episode of the Tax Talk Podcast, we are looking at how you can build your financial legacy through smart real estate investments. Real estate investment offers numerous opportunities for you to accumulate wealth and gain financial indep...
Marketing: A Foundational Aspect of Growing Your Business | EP 049
Effective marketing is crucial to business success, yet many small business owners struggle with it. Marketing, like financial planning, requires expertise and a structured approach. In this episode of the Tax Talk Podcast, we are shedding some...
Maximize Tax Savings with an IPP: A Smart Strategy for Small Business Owners Over 40
You’ve spent years growing your company and building financial security. But are you maximizing your retirement savings? If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure your financial legacy whil...
Everything You Need to Know About Your Corporate Real Estate Portfolio
When managing a corporate real estate portfolio, the decision to move your rental properties into a corporation can have a significant financial impact on your rental operation. Understanding both the benefits and drawbacks of this process will...
2024 Tax Planning Tips | EP 046
As 2024 draws to a close, proactive tax planning is essential for individuals and businesses to optimize their financial outcomes ahead of the 2025 tax season. This year’s economic landscape, marked by fluctuating interest rates and persistent ...
An Effective Business & Estate Transition | EP 045
Ensure your business continues on successfully and put a plan in place to preserve your legacy with estate planning.Topics Discussed:Determining who will take over your businessYour timeline for transferring your bu...
Plan For the Retirement You Want | EP 044
After you've utilized your business as a vehicle to generate wealth, it's time to plan for a pension. What does this mean for your business? You need to take into consideration several factors when you are planning for a pension and the differe...
Using Your Business to Generate Wealth | EP 043
Turning business revenues into income that you can invest, leading to long-term wealth should be the goal of every business owner.If you're ready to take your business to the next level, you need to stop working as an employee within yo...
Number One Reason Businesses Fail | EP042
You've heard these quotes before: 'cash is king', 'the number one reason that businesses fail is due to cash flow issues'.The first aspect of the 'Planning Process' looks at the fundamentals of your business and helps you ensure that yo...
Donation vs. Taxation | EP 041
According to Investment Executive, individuals in 8 of 10 provinces face top tax rates exceeding 50% in 2024. In Alberta, income in excess of $355,000 in 2024 will expose you to the top rate of 48%.This podcast will look at the benefits...