Christoff & Myron

Join us for a free workshop on March 28 in Spruce Grove designed to help farming families plan for retirement, legacy, and success for the next generation of producers. Hear from industry experts in farm succession planning, wealth management, tax and law. Call Jill to register, or for more details. (780) 960-5907.

Christoff & Myron As entrepreneurs and Albertans, we specialize in wealth management and exit plans for small- to medium-sized business owners. We help maximize the value of your company and align your personal, business and financial goals for long term success.

Owning a business can be very rewarding, but it can also create an identity trap. Here’s how we can help business owners avoid the trap and build the post-sale lives they want.

Life after business: preparing for the hardest part of busin Owning a business is not for the faint of heart. So what’s the hardest part? The answer might surprise you.

How much is enough? The answer is different for every business owner—but there are still best practices for arriving at the number. Learn how we help each business owner find theirs.

How much is enough? As business owners approach major life milestones, they all need to answer the same high-stakes question: how much is enough?

Many families want to keep their business in the family. But is the next generation ready to take over a business? And how do you ensure a fair deal for children who don’t want to be involved? Here are our top tips on preparing for succession.

Planning your family business succession Our ATB experts explain how to prepare the next generation to take over your business.

Whether you plan to sell your business on the market, or pass it down to family or employees, you need a transition plan. In fact, transition planning often helps owners make important decisions about current and future business operations. Not sure where to start? We have helped many business owners plan for the day they scale back from their business. Here are our top tips.

Three stages of a successful transition plan Whether you’re a brand-new startup or an established leader in your industry, a transition plan is crucial to your business’s future. Our experts explain how to plan a successful transition.

The new year often brings focus to RRSPs, a cornerstone retirement savings vehicle for many, but not all, investors. Did you know the average business owner has 80% of their net worth tied up in their business, sometimes leaving little to invest in traditional investment vehicles? Learn about how we help plan for both the complexities and opportunities that being a business owner brings.

Finding the opportunity within the complexity Connecting the dots for business owners.

“I know what it feels like to wonder if you’re going to make payroll, to hire people, and to sell something you’ve built,” says Christoff. “I know the dedication that goes into that, and it gives me a deeper understanding and appreciation of business owners.”

www.linkedin.com

“It’s a great thing to have a career where I can meet and work with so many people and help them succeed,” Myron Uhryn, MBA, FEA, CEPA talks about his breadth of experience and expertise–a range that allows him to connect with clients across Alberta–as well as the value of listening.

ATB Wealth on LinkedIn: Business owners find fellow farmer, family business advisor, and friend in… “It’s a great thing to have a career where I can meet and work with so many people and help them succeed,” Myron Uhryn, MBA, FEA, CEPA talks about his breadth…

Four tips for growing a strong legacy on the family farm ATB Wealth senior financial advisors share their top tips for overcoming the most common challenges for growing intergenerational wealth on the family farm.