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VEER Supports Successful Business Transitions in 2019/2020

2020 has been a tumultuous year so far with unprecedented health, social justice and economic challenges.  Despite the turbulent times, many business owners continue to take the necessary steps that lead them to a successful business transition or exit. Here is a look back on some of our clients’ successful business transitions over the last year. “Bill” was introduced to VEER by his external accountant in March 2017.  He was the majority owner of two businesses. One a value-added reseller of a suite of high-end technical software products and the other a consulting firm that supported clients to optimize the benefits of their technology.  Bill had led the businesses for […]

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VEER is a finalist for the BBOT Award for Entrepreneurial Spirit!

(Please excuse us while we toot our own horn!) We’re honoured to announce that VEER Business Advisors was a finalist for the Burnaby Board of Trade Entrepreneurial Spirit Award for 2019!  The finalists for this category are recognized for having demonstrated a highly entrepreneurial approach to launching a new business or a new initiative within an existing business with significant results in key business metrics. Over the past four years at VEER, we’ve gone through a transformational shift in our business model. While initially focusing on business owners that were 2-5 years away from a future business exit, we soon saw the opportunity to work with our clients to help them cross […]

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VEER presents Keynote Speech at the Fall 2019 CWB Wealth Management Knowledge Forum

VEER presents Keynote Speech at the Fall 2019 CWB Wealth Management Knowledge Forum

VEER Business Advisors was thrilled to speak at Canadian Western Bank’s Wealth Management Knowledge Forum 2019, presenting to business owners and wealth advisors in Vancouver, Edmonton and Calgary about value enhancement and exit readiness. Event Invite: Over 50% of businesses are currently owned by baby boomers, most of them with no exit strategy. If you are a business owner without a tangible exit plan, and you intend to retire within a few years, we invite you to join us at our first Knowledge Forum event. With a belief that integrated wealth management goes beyond ‘just’ investments, our Knowledge Forum events provide our clients with trustworthy, vetted professional advice to guide […]

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Transition Planning Issues for Father-Son Businesses

My father was a great guy.  We shared a love of sports, both prioritized family ahead of anything else in our lives, and our senses of humour were so agonizingly similar that nobody could ever question paternity.  Above all, I learned from him the overwhelming joy of putting a smile on another’s face. But we also had some of the negative perceptions typical in father-son relationships:  In his eyes, I was always looking for a short-cut, didn’t appreciate the importance of hard work, and didn’t respect the blood, sweat and tears it took to raise a family in hard times.  Like many sons, I figured he was stuck in the […]

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