Keep What You Build

If your business partner died tomorrow, who would own their shares? If you don't have a funded buy-sell agreement, the answer might surprise you.Martin Ochwat sits down with Ben Corriveau (Founders Wealth) to break down buy-sell agreements — what they are, the three types, how life insurance funds them, and what actually happens to a business when a partner dies without one.What's covered:• What a buy-sell agreement is and why every partnership needs one• The 3 types: Cross Purchase, Entity Redemption, and Hybrid• How life insurance funds the agreement (real numbers)• What happens without one — 3 nightmare scenarios• The biggest mistakes business owners make with existing agreementsBook a free strategy call: https://dundaswealth.ca/applyWebsite: https://dundaswealth.ca. Podcast: https://keepwhatyoubuild.com. This content is for educational purposes only and should not be construed as financial, tax, or legal advice.

Most Canadian business owners have an accountant, a lawyer, maybe a financial advisor — but nobody is looking at the full picture. That's where the blind spots form.In the first episode of Keep What You Build, Martin Ochwat sits down with Greg Rozdeba (President, Dundas Wealth) to break down the 5 tax blind spots he sees costing incorporated business owners thousands every year.The 5 blind spots covered:1. The Partner Gap — unfunded buy-sell agreements2. The Corporate Cash Trap — retained earnings and passive income rules3. The Estate Surprise — deemed disposition at death4. The Accountant Assumption — why CPAs don't flag these gaps5. The Personal vs Business Insurance Gap — why personal coverage isn't enoughBook a free strategy call: https://dundaswealth.ca/bookWebsite: https://dundaswealth.caThis content is for educational purposes only and should not be construed as financial, tax, or legal advice.