When it comes time to step away from your business, choosing the right exit strategy is one of the most important decisions you’ll ever make. In this episode, Jason walks through three common paths business owners consider when selling or transitioning their company:

• Transitioning to key employees – the pros and cons of structuring ownership transfers internally.
• Passing it down to your children – how family legacy plays into business succession and the risks involved.
• Selling to a third party – why this option can provide the most security, but may create tension with employees or family.

Jason shares the advantages, drawbacks, and real-world considerations for each option, along with why careful planning and open communication with your team, family, and advisors is critical.

If you’re a business owner within five to ten years of selling your company, or have recently sold, this episode will give you clarity and perspective on how to approach your exit strategy.

Learn more at Three60wealth.ca

#BusinessExit #SuccessionPlanning #BusinessOwners #SellYourBusiness #FamilyBusiness #WealthPlanning #Three60Wealth

Thinking about selling your business in the next few years? The sooner you start preparing, the more value you’ll unlock when the time comes. In this episode, Jason Nagel shares practical strategies that every business owner should consider well before meeting with a broker or valuator.

We cover:

• Why planning your exit from day one increases business value
• How to structure your investment pools for tax-efficient withdrawals after the sale
• The importance of understanding what you need from the sale to reach your retirement goals
• Working with business valuators and brokers to know the true worth of your company
• The role of proper corporate structure in minimizing taxes
• How business consultants can boost value years before you sell
• Cleaning up financials, contracts, and operations to make your company more attractive to buyers

If you want to maximize your after-tax proceeds, protect your wealth, and sell on your terms, this episode is for you.

Learn more at Three60Wealth.ca

#BusinessExit #WealthPlanning #BusinessOwner #TaxPlanning #RetirementPlanning #BusinessValuation #FamilyOffice #BusinessConsulting #SellYourBusiness

If you’re a successful business owner, chances are you’ve built up after-tax profits in your operating company, but what’s the smartest way to put that money to work? In this episode, Jason Nagel from Three60 Wealth walks through strategies to help you make the most of your corporate surplus while keeping flexibility and minimizing taxes.

You’ll learn:

• When RRSPs make sense, and when they can become a tax trap later in life
• How TFSAs can be used not just for your own benefit, but as a powerful wealth transfer tool
• Why a properly structured holding company can offer tax-free transfers and investment flexibility
• How to coordinate accounts - RRSPs, TFSAs, HoldCos, trusts, and more, to recreate your “paycheque” in retirement

Whether you’re five to ten years from selling your business or you’ve already sold, this episode will help you think strategically about structuring your wealth for the long term.

We often hear from successful business owners who’ve sold their companies and are now wondering what to do with the millions sitting inside their holding corporations. Should they wind it down quickly to avoid future tax headaches, or take a more strategic, long-term approach?

In this episode, we dive into the key considerations for retired or soon-to-retire business owners with substantial assets in their HoldCos. You’ll learn:

• Why taking all the money out at once is usually not the best move
• How to draw strategically from multiple income sources like RRSPs, TFSAs, trusts, and holding corps
• What to do if your HoldCo holds real estate, and how a family trust might help
• How we help minimize lifetime and estate taxes while maximizing income

If you’ve sold your business or are planning to in the next 5–10 years, this episode will give you clarity on how to plan wisely for the future.

To learn more or connect with our team, visit Three60wealth.ca.

#EstatePlanning #HoldCoStrategy #BusinessExit #WealthPlanning #FamilyOfficeCanada #RetiredEntrepreneur #TaxPlanning #CanadianBusinessOwner #Three60Wealth

At Three60 Wealth, our clients count on us for clear direction, insightful perspective, and unwavering confidence, because that's what brings them peace of mind. In this episode, Jason Nagel walks you through the exact process we follow with every business family we serve, starting with a comprehensive Three60 Wealth Plan.

You'll hear how we structure the relationship: from quarterly review meetings and our collaborative work board, to seamlessly coordinating with your other professional advisors. Whether you're preparing to sell your business in the next 5–10 years, or you’ve already sold, this episode will show you how our proactive planning approach delivers clarity, confidence, and calm in every season of your wealth journey.

If you're ready for a different kind of planning experience, visit three60wealth.ca to connect with us.

#FamilyOffice #BusinessOwners #WealthPlanning #ExitPlanning #FinancialClarity #CanadianBusinessOwners #GenerationalWealth #FinancialPeaceOfMind #Three60Wealth #HolisticPlanning #HighNetWorthFamilies #WealthStrategy #SellYourBusiness #LegacyPlanning

In this episode, Jason Nagel of Three60 Wealth unpacks the crucial difference between financial advice and true financial planning, and why it matters more than you think. Most Canadians don't realize that financial advice is often reactive and surface-level, while financial planning is proactive, customized, and deeply rooted in understanding your full financial picture.

Jason also shares a powerful tax-saving tip that could save you tens of thousands of dollars, especially if you own multiple properties like a principal residence, family cottage, or rental. Discover why tracking capital improvements and legal costs is essential for minimizing capital gains tax down the road, and how your principal residence exemption may not apply the way you think it does.

Want to know if you're getting advice or real planning? Download our free 20-point checklist at Three60wealth.ca/planning

For more insights, visit Three60wealth.ca

As a successful business owner, you’ve probably been pitched life insurance more times than you can count. Corporate-owned life insurance, overfunded policies, tax-free retirement income... the buzzwords never end. But is all this really in your best interest?

In this episode, we cut through the noise. Jason shares a candid perspective on the right and wrong ways life insurance is being sold to business owners today. He explains why insurance can be a powerful tool - when used correctly - and why the pitch often benefits the advisor more than the client.

If you’ve ever felt unsure whether your current advisor is selling or truly planning, this episode is for you.

Take our free 20-question self-assessment to see whether you're receiving financial advice or a true financial plan. This can be downloaded for free by visiting: Three60wealth.ca/planning

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You're a successful business owner. You've worked hard for years, and you’ve built strong relationships with advisors you like and trust. You feel like everything is in order and there's no need to look elsewhere.

But here’s the question: How much are you willing to lose if you're wrong?

At Three60 Wealth, we often meet families who believe they're well-planned. They have advisors. They have documents. Everything seems covered. But when we take a closer look, we frequently find gaps, because they’ve received financial advice, not financial planning.

There’s a big difference.

Years ago, Jason met two brothers who ran a successful construction rental company. They had holding companies, shareholder agreements, insurance, and more. On paper, everything looked great. But when Jason reviewed the details, nothing was coordinated. Despite great advisors, their plan wasn’t integrated.

That experience led to the creation of Three60 Wealth, a planning-first firm focused on truly understanding families and helping them make confident, coordinated decisions.

Curious if you’re getting advice or planning?

Take our FREE 20-point self-assessment at:

Three60wealth.ca/planning

It takes just 3 minutes and could change the way you view your current plan.

We’re here when you’re ready.

#WealthPlanning #BusinessOwners #FamilyOffice #Three60Wealth

In this episode of The Family Office Insider, we tackle a tough but essential question: If you were to pass away, would your spouse be able to manage the finances without you? For many families, the answer is no, and that creates a serious risk.

Jason shares real stories from clients who have experienced the devastating loss of the financially involved spouse, and how proper financial planning, not just advice, can make all the difference. You’ll learn the critical distinction between financial advice, which often focuses on selling products, and financial planning, which is deeply personal, family-focused, and built to support both partners, even in life’s most difficult moments.

Discover how a trusted planning partner can ensure your family’s financial life continues smoothly, no matter what happens. And be sure to check out our free 20-point self-assessment tool to find out whether you’re getting real financial planning or just generic advice.

Download the self-assessment here: three60wealth.ca/planning

In this episode, we unpack a critical distinction many successful families overlook: the difference between traditional financial advice and comprehensive financial planning.

Jason shares a real client story; an entrepreneur who sold his business and was left stranded with a generic financial “plan” from a large institution that lacked follow-through and adaptability. His situation highlights why more families are seeking personalized, proactive planning, not just templated advice.

If you've ever wondered whether you're truly being planned for or just advised, this episode will help you see the difference. Plus, learn how to access our free 20-point Financial Planning Checklist to evaluate your current advisor relationship.

Download the checklist at Three60wealth.ca/planning

It only takes 3–5 minutes and could completely change the way you approach your financial future.