Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Wendy Brookhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wendy Brookhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 153 - How Employee Ownership Trusts Are Changing Business Succession in Canada

31:38
 
Share
 

Manage episode 513573279 series 3522172
Content provided by Wendy Brookhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wendy Brookhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode: The Real Bottom Line with Wendy Brookhouse
Guest: Jennifer Williams, Founder of Firefly Insights

In this episode, I sit down with Jennifer Williams, founder and partial owner of Firefly Insights, to unpack one of the most exciting developments for Canadian entrepreneurs — Employee Ownership Trusts (EOTs).

If you’re a business owner starting to think about succession, exit planning, or legacy, this episode will open your eyes to a whole new way to transition your business — one that rewards your team, sustains your community, and can even save you millions in taxes.

We talk about:

  • Jennifer’s unique path from nonprofit work to social entrepreneurship and employee ownership
  • The tough mindset shift around profit versus mission
  • How to find the right scale in your business without burning out
  • The new Canadian EOT legislation and what it means for small and mid-sized companies
  • Who qualifies, how the trust is structured, and the real financial and cultural benefits

My favorite moment: when Jennifer breaks down how profit can amplify your mission rather than distract from it.

If you’ve ever wondered, “What’s next for my business when I step away?”, this conversation might just change the way you think about exit planning.

Connect with Jennifer: fireflyinsights.ca

Email: [email protected]


Join The Freedom Files
Tired of money advice that feels complicated or out of touch?
Discover Freedom Files from Black Star Wealth — a bi-weekly dose of smart financial insights and real stories about building a life on your own terms.
Because freedom isn’t someday — it’s something you design.
Subscribe now at blackstarwealth.com/freedomfiles

  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 513573279 series 3522172
Content provided by Wendy Brookhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wendy Brookhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode: The Real Bottom Line with Wendy Brookhouse
Guest: Jennifer Williams, Founder of Firefly Insights

In this episode, I sit down with Jennifer Williams, founder and partial owner of Firefly Insights, to unpack one of the most exciting developments for Canadian entrepreneurs — Employee Ownership Trusts (EOTs).

If you’re a business owner starting to think about succession, exit planning, or legacy, this episode will open your eyes to a whole new way to transition your business — one that rewards your team, sustains your community, and can even save you millions in taxes.

We talk about:

  • Jennifer’s unique path from nonprofit work to social entrepreneurship and employee ownership
  • The tough mindset shift around profit versus mission
  • How to find the right scale in your business without burning out
  • The new Canadian EOT legislation and what it means for small and mid-sized companies
  • Who qualifies, how the trust is structured, and the real financial and cultural benefits

My favorite moment: when Jennifer breaks down how profit can amplify your mission rather than distract from it.

If you’ve ever wondered, “What’s next for my business when I step away?”, this conversation might just change the way you think about exit planning.

Connect with Jennifer: fireflyinsights.ca

Email: [email protected]


Join The Freedom Files
Tired of money advice that feels complicated or out of touch?
Discover Freedom Files from Black Star Wealth — a bi-weekly dose of smart financial insights and real stories about building a life on your own terms.
Because freedom isn’t someday — it’s something you design.
Subscribe now at blackstarwealth.com/freedomfiles

  continue reading

153 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play