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: jennifer@fireflyinsights.ca
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Creators and Guests
Host
Wendy Brookhouse
The Financial Planner for ambitious growth oriented Entrepreneurs
Editor
Shaun Whynacht
I’m the founder of Blue Cow Marketing and father of an amazing little boy. helping other business owners overcome challenges is my passion.
What is The Number?
The Number is a business podcast about the numbers that actually run your business.
Each episode focuses on one number. Revenue, profit, cash flow, capacity, time, valuation, customer cost, risk, or exit readiness.
Hosted by Wendy Brookhouse, and often joined by Kelsey MacAulay, the show breaks down what that number means, why it matters, and how it should influence the decisions you make as an owner.
Some episodes feature guests. Some are honest conversations. Some are solo deep dives.
If you own a business and want better clarity, better decisions, and better outcomes, it starts with knowing your numbers.