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Blog Business advisory services Corporate finance
The Maui Effect: Why business owners lose focus before the finish line
Selling your business? Disengaging too early can lower your valuation, extend timelines, and kill the deal. Here's how to avoid the Maui Effect.
Mike McIsaac May 25, 2026
411 PEOPLE
Blog Business advisory services
The bright side of starting a business: What no one tells you early on
Starting a business takes more than ambition. It takes the right foundations. Shannon McIntosh breaks down the structures, systems, and strategies that support growth at every stage.
Shannon McIntosh May 14, 2026
The Bright Side Blog
Podcast Business advisory services Tax advisory
Episode 38 – Spring Economic Update 2026
In this episode, Rebecca Adrian joins the From the Source team to break down the Spring Economic Update 2026, covering the tax changes and affordability measures that matter most for business owners and taxpayers.
Sarah Netley Francesca Loreto May 7, 2026
Two female podcast hosts in suits, smiling.
Alert Budget highlights Advisory Tax advisory
Tax changes that could affect your business
New draft legislation tabled May 4, 2026 brings significant tax changes affecting manufacturing, trusts, dividends, and CRA audit powers. Here is what it means for your business.
Sean Grant-Young Rebecca Adrian May 6, 2026
Tax alert (Use going forward)
Podcast Business advisory services Agribusiness
Episode 37 – What qualifies as a farm for tax purposes?
The definition of a “farm” isn’t as simple as it seems, and the tax implications are bigger than you think.
Sarah Netley Francesca Loreto Apr 14, 2026
Two female podcast hosts in suits, smiling.
Wealth Tax advisory Professional services
Define your priorities early with a plan that holds
Use a coordinated view of your finances to reduce uncertainty and make better decisions.
Laura Senay Mar 4, 2026
352 PEOPLE
Podcast Business advisory services Tax advisory Succession and estate planning Agribusiness
Episode 36 - Farm transfers under the Income Tax Act: Planning for the next generation
Farm succession isn’t just about who takes over, it’s about how to transfer the farm without triggering a costly tax bill.
Francesca Loreto Sarah Netley Mar 3, 2026
Two female podcast hosts in suits, smiling.
Podcast Business advisory services Succession and estate planning
Episode 35 - Beyond trust: Protecting your business with a shareholder agreement
Why trust alone isn’t enough to protect a business, and how a well-structured shareholder agreement can prevent conflict, clarify decision-making, and safeguard the future.
Francesca Loreto Sarah Netley Feb 17, 2026
Two female podcast hosts in suits, smiling.
Business advisory services Corporate finance Transaction services
Three pillars of a successful business sale
Start with vision, priorities, and readiness. End with a stronger sale.
Sean Grant-Young Feb 11, 2026
24 PEOPLE
Alert Business advisory services Private enterprise Tax advisory
Revenu Québec announces new Voluntary Disclosure Program
Revenu Québec's Voluntary Disclosure Program has changed. Stay prepared by understanding how these new changes compare to the new federal program.
Rebecca Adrian Riccardo Zerbino Jan 28, 2026
Tax alert (Use going forward)
Podcast Wealth Tax Medical professionals
Episode 34 - How physicians can build wealth through smart tax structures
From residency to retirement, smart tax planning can be the difference between financial stress and long-term stability.
Sarah Netley Francesca Loreto Jan 22, 2026
Two female podcast hosts in suits, smiling.
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