I am a business owner
Your business and your household are one plan.
Owners carry risk that employees never see. This pathway separates the two balance sheets and then reconnects them.
Your priorities right now
- Pay yourself deliberately
- Build a corporate cash policy
- Business continuity
- Plan the exit early
The pathway
- 01Compensation strategySalary, dividends, and RRSP room.
- 02Corporate cashWhat to hold, what to invest, what to withdraw.
- 03Continuity planKey person, buy-sell, and who signs if you cannot.
- 04Exit horizonValue, succession, and the tax bill at the end.