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Earlier this month, Northwood published our latest white paper entitled, ‘What’s Next: Preparing for life after selling your business’. The white paper was written by our Chairman and CEO Tom McCullough and is based on his own experience and interviews with leading figures in the Canadian M&A industry. To read the white paper for yourself please click the below link:

What’s Next: Preparing for life after selling your business

Many business owners are used to running their business but are not prepared for making the transition from wealth creator to wealth owner. This paper covers best practices for making this transition with a focus on the following topics:

1. Setting Objectives For Your Wealth
2. Selecting Your Advisors
3. Investing Your Wealth
4. The Role Of An Integrated Wealth Advisor
5. What A Business Sale Will Mean to You Emotionally

We hope that you find this white paper to be valuable and, as always, we look forward to your comments and feedback.

Andrew Jeffery

Andrew is a member of Northwood’s client service team and works with families in the areas of financial planning, investment management, and taxation. Andrew is a Chartered Professional Accountant (CPA, CA), a Chartered Life Underwriter (CLU), and holds the Chartered Investment Manager (CIM) designation. He has an Honours Bachelor of Accounting degree (BAcc) from Brock University and is a member of the Institute of Chartered Accountants of Ontario.

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