Hosted by Jared Pilon · 🇺🇸 US · EN-US · 67 episodes
Established thought leaders with verified media credentials.
A bi-weekly podcast that helps guide business owners towards a smooth exit from the legacy they have built with exit planning and succession planning strategies and tips.
Jared Pilon hosts Legacy: The Business Succession Podcast, a education show with 67 episodes published.
A family transition or a third-party sale. Which succession path is right for you? Every business owner will eventually face this question. And the answer is rarely as straightforward as it seems. In this episode of Lega
The numbers are ready. The structure is in place. Your team is ready. So why can't you move forward? In this episode of Legacy: The Business Succession Podcast, host Jared Pilon of Legacy Accounting LLP addresses the par
Most succession planning failures are not technical; they’re behavioural. And they are avoidable if you know what to look for. In this episode of Legacy: The Business Succession Podcast, Jared Pilon of Legacy Accounting
When should you actually start planning your business exit? Most business owners assume the answer is five years before retirement. In practice, that timeline is almost always too late. In this episode of Legacy: The Bus
Most business owners use succession planning and exit planning interchangeably. That mistake can cost you everything you've built. In this episode of Legacy: The Business Succession Podcast, we draw a clear line between
Every business owner will exit their business. The only question is whether it happens on your terms or under pressure. In this episode of Legacy: The Business Succession Podcast, host Jared Pilon of Legacy Accounting LL
Thinking about selling your business, but don't know where to start? In this episode of the Tax Talk Podcast, Jared Pilon from Legacy Accounting LLP sits down with Travis Koivula, Investment Advisor at Island Savings Wea
We’ve all treated AI like a fancy search engine and gotten frustrated with the results. In this episode of Tax Talk Podcast, Jared Pilon from Legacy Accounting LLP sits down with Taylor Arancibia, founder of Unveiling In
Chasing hacks to “beat the algorithm” is a time sink. In this Tax Talk episode, Jared and Joe Whitbread cut through the noise and show you how small businesses actually win on social: by reverse-engineering their audienc
If you’re selling a U.S. vacation home or rental as a Canadian, don’t let FIRPTA withholding, state taxes, and cross-border filings trap your cash for years. In this Tax Talk episode, Jared talks with cross-border tax pr
The Canadian dollar keeps sliding, and it’s hitting your long-term purchasing power. So how do you protect your savings when cash is quietly losing value? How to combat inflation In this episode of Tax Talk, Jared sits d
Canadian homeowners: what if your mortgage could help you build wealth, reduce taxes, and help you pay off your mortgage sooner—without increasing your monthly payments? In this episode of the Tax Talk Podcast, I sit dow
Confused by RSPs, TFSAs, and other investment opportunities but still want to grow your legacy of wealth? Join us as we break down Canada's key investment accounts and reveal tax-saving strategies that could save you tho
Corporate life insurance represents one of the most powerful yet misunderstood financial tools available to you as a business owner. While you may recognize its potential benefits, the complexity surrounding these polici
On this episode of the Tax Talk Podcast, we are joined by Garth Epp, the co-owner of Your Limits Lifted and an expert on business coaching, mentorship and the provision of online, web-based tools. We are exploring the Wo
We’re joined by Joe Whitbread of Jo(e) Social Media to discuss how you can find the hidden opportunities in your side hustle. With inflation creeping up, its becoming more appealing to bankroll a cashflow. In this Tax Ta
In this episode of the Tax Talk Podcast, we are chatting with David Prowse about the emotional side of exiting your business. You will speak with your account and lawyer about the tax and legal side of the sale, but do y
In this episode of the Tax Talk Podcast, we are looking at how you can build your financial legacy through smart real estate investments. Real estate investment offers numerous opportunities for you to accumulate wealth
Effective marketing is crucial to business success, yet many small business owners struggle with it. Marketing, like financial planning, requires expertise and a structured approach. In this episode of the Tax Talk Podca
You’ve spent years growing your company and building financial security. But are you maximizing your retirement savings? If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure yo
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Legacy: The Business Succession Podcast is hosted by Jared Pilon. The show is categorised under education and has published 67 episodes.
Legacy: The Business Succession Podcast has published 67 episodes.
Legacy: The Business Succession Podcast regularly covers education. It sits in the education category.
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Episodes of Legacy: The Business Succession Podcast average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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