Accounting Blog for Businesses in Burlington, Oakville & Hamilton | SB Partners

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Jointly Retained Engagements

We are often asked to be jointly retained in family law matters where one spouse is a business owner. We are engaged by both spouses to provide an independent assessment of the value of the business interests for the purposes of dividing …

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Resources to Help Private Businesses Navigate The Pandemic

Trevor Hood, Partner and President Valuations Divison is a contributor to the Advisory Board on Demand. This group of subject matter experts provides advice and guidance to the CEOs of SMEs who don’t have their own advisory board. Comprising private …

SB Partners Announces New Managing Partner

A calm leadership style and commitment to firm values lead to the appointment of Managing Partner Effective immediately, we are pleased to announce the appointment of Janice Pomerleau, CPA, CA, CMA, CFP as Managing Partner. Janice will assume …

Selling a Business in an Economic Downturn

Selling your business in an economic downturn and trying to achieve the highest price available would appear to be an unfortunate dilemma for any business owner. If you were contemplating a sale prior to these turbulent economic times brought on by …

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International Women's Day 2019

“The story of women’s struggle for equality belongs to no single feminist nor to any one organization but to the collective efforts of all who care about human rights.” – Gloria Steinem With the approach of International Women’s Day 2019 on March 8, …

Fall Economic Statement 2018

It will be important to track assets purchased on or after November 21, 2018, to ensure you maximize your annual capital cost allowance deduction (“CCA”). On November 21, 2018, the federal government released its 2018 Fall Economic …

Succession in Family Businesses

As a family business prepares for succession, it is critical to factor family dynamics into the equation. Most businesses have clear financial disciplines, production processes, sales and marketing practices, and so on. Meanwhile family dynamics are …

Welcome Raffaele Ruberto

We are pleased to announce that Raffaele Ruberto CPA, CGA has joined SB Partners as Tax Principal. With over ten years of experience at both multi-national and regional professional service firms, Raffaele looks forward to helping business owners …

Sell or Keep it in the Family?

Sell or keep it? That’s a key decision of business owners and largely dependent on whether there are family members who have demonstrated interest and /or been groomed to take over. If you are looking to transition your business to family, a …

Business Valuation – Know the Value to Get the Price

Every business owner will exit their business either voluntarily through a planned departure (i.e. the passing of the proverbial torch to the next generation, or via a sale to a third party) or involuntarily through death or disability. Taking the …

Living Our Why

Why is SB Partners in business? To care for and strengthen the fabric of our community. We care for and strengthen our clients/business community, the community we work and live in and the community within SB Partners. For the Community we work and …

Honouring our Friend and Colleague

It is with sadness that we share that our former colleague and friend, Arch Lawrence passed away on Saturday, February 24th. Arch was a valued Associate Partner when SB was called Scott, Batenchuk & Company and retired in April 1997. If you did not …

2018 Federal Budget Commentary

The federal Liberal government introduced their third budget yesterday. Budget 2018 concentrated more on spending and a political agenda rather than tax changes. We have outlined the key measures in the budget that will affect our clients. Passive …

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Burlington150 Award

SB Partners is proud to announce that John Chisholm, Partner and CEO, is a recipient of the Burlington150 Award. As part of Canada’s 2017 sesquicentennial celebrations, Burlington MPP Eleanor McMahon created Burlington150. The award recognizes 50 …

Charity Guidelines Checklist

Specifically, I wanted to highlight the checklists that cover a variety of aspects of charity operations. I have reproduced the basic guidelines checklist below. It is a good reminder of the administrative requirements to insure your Charity status …

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Do you have a question for SB Partners? Need help to understand your business financials or value? We’re here to help with all of your accounting needs, please get in touch today.

Email us at help@sbpartners.ca or give us a call at 905-632-5978 or toll-free at 1-866-823-9990.

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