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Category: Succession Planning

What’s the plan?

Entitlement. Power struggles. Unresolved history. Contrasting visions. Trudy Pelletier has seen it all while mediating conflicts that often occur during business ownership transitions. The Calgary-based president of Trudy Pelletier Consulting

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No Succession Plan is a Risk

While art imitating life doesn’t usually translate into the world of Calgary business, the latest TV season of Succession, about the scripted maneuverings and vicious shrapnel of Logan, Kendall, Roman,

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The Careful Planning for Succession

For some personal and some business-strategic reasons, succession planning can be a touchy topic for business leaders and owners. While the topic itself is complex, so is the reluctance, procrastination

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Business’ Teachable Moment

Of all the basic and cliched skills essential for business executives – financial, marketing and sales, leadership, strategizing, delegation and time management, and problem solving – risk management may be

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The Delicate Balance

Sometimes the successful leaders of successful businesses are not quite so successful when it comes to one critical aspect of planning for the business’ future: a smooth and effective succession.

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Planning for post-COVID-19

Now more than ever, in business and in life, timing is everything! In Calgary business, there is also the added speedbump of a notorious triple whammy: the COVID-lockdown, the oil

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Sometimes Business Is Personal

Business can be challenging, exciting and rewarding. It can also be, as many small business owners know, notoriously unpredictable. It is smart business to be prepared. Canadian business stats show

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The Urgent Case for Planning Ahead

Some people say succession planning is all business. Consultants and senior management who have been through it know better. While much of succession planning is critical decision-making, intensely fiscal and

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The Art and Science of Torch Passing

Intricate succession planning is important business strategy. Despite some in-denial insistence to the contrary, it is also deeply personal, often emotional and significantly impacted by the quirks of human nature.

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