Stage 1
Cash Flow

Robert Tick

Get in touch with Rob

Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
rtick@mandevillepc.com

Successful franchisees embrace the formula by which their business operates, but in order to see the full benefits, we believe a financial formula is also needed – one that reflects the systematic nature of the franchise, while addressing the various needs, risks and opportunities that it presents.

Our formula begins with cash flow because it is the foundation of your long-term wealth. How you decide to manage it will have an important effect on your financial growth and stability. By modelling future cash flow patterns, we can sketch a picture of your finances for the long term. In turn, this will allow us to align our recommendations with your goals and time horizon(s).

During the cash flow stage, we provide the plans and strategies to help you to:

  • Find balance and consistency in multiple streams of income
  • Accumulate dividends in your holding company and time your distributions tax-efficiently
  • Plan your personal and business cash flow to minimize tax
  • Identify solutions for long-term cash flow stability for retirement

Latest Thinking

Strategy

Our last post introduced the concept of emotion-driven decision-making as the central reason investors statistically underperform market benchmarks. The question […]

Strategy

In a previous post, we talked about the importance of setting your own return objectives, rather than focusing on “beating the […]

Strategy

One of the biggest differences between public and private equity has to do with valuation — and this is closely […]

Strategy

There is constant noise in the industry around this question. For every person who wants to know what a good […]

Strategy

Strong cash flow can open the door to all kinds of opportunities. In many ways, it’s the foundation for all […]

It's our belief that the wealthy approach investing in a fundamentally different way than most, and it’s this approach that we’ve designed our investment process to emulate.
Robert Tick, PFP®, CIM®, FCSI®
Investment Advisor
Top