Charles Wilton – The “Sell” Side Of Investing Comments0
On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed the buying side of investing and now they further the discussion …
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Is Your Business You-Proof? Comments0
Republished with permission from Built to Sell Inc. Whether you’re planning to sell your company sometime soon or sometime in the future; now is the time to ensure that your business isn’t all about you. From the latest Sellability Score* …
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Mark Echlin – Tax and Estate Planning Comments0
In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning. For those Canadians motivated …
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The Hierarchy of Recurring Revenue Comments0
Republished with permission from Built to Sell Inc. How to make your company irresistible to potential buyers One of the biggest factors in determining the value of your company is the extent to which an acquirer can see where your …
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Charles Wilton – Investment Teaching Moment Comments0
In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America. We go into detail on …
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Four Traps To Avoid When An Acquirer Comes Calling Comments0
Republished with permission from Built to Sell Inc. You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside every corner of your business? …
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Mike Flux – Alternative Investments Update Q4 2012 Comments0
In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility …
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Mike Flux – Investment Core Strategy Q4 2012 Comments0
In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage …
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