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Family Business Succession Planning: Exit your business on your terms

Tuesday, May 07, 2024
1:30 PM - 8:00 PM (EDT)
Event
Event

Succession is much more than just selling a business or handing it off to the next generation. It involves family dynamics, relationships, changes in structure, and in most cases, a transition of wealth and responsibility. Commit to the future welfare of you and your family by having an effective plan in place for the next generation.

During this event, MNP advisors will cover important succession strategies to incorporate before, during, and after the transition process to help create the peace of mind and financial security you need to exit on your terms. 

Dinner and refreshments will be provided.

You’ll gain valuable insights on:

  • Best practices and insights for preparing your business for a transition, either to an external group, internal management group, or family members
  • Understanding key drivers for maximizing your business’ value which should be implemented before engaging in a transition process
  • Positioning your business for a sale and attracting potential buyers
  • Engaging your tax team to prepare for a transition from both a business and personal perspective
  • Considering your philanthropic legacy: Is a private foundation right for you?

*This event is complimentary, but RSVP is required by April 27, 2024, due to limited seating and venue requirements. Please note that this invitation is non-transferable.

Register now

Date
Tuesday, May 07, 2024
Time
1:30 PM - 8:00 PM (EDT)
Agenda

1:30 p.m. – 2:00 p.m.            Guests Arrive

2:00 p.m. – 2:15 p.m.            Session Introduction

2:15 p.m. – 3:00 p.m.            Tax and Corporate Finance

3:00 p.m. – 3:45 p.m.            Family Office Services

3:45 p.m. – 4:00 p.m.            Break

4:00 p.m. – 4:45 p.m.            Panel Discussions

4:45 p.m. –  5:00 p.m.           Discussion Wrap-up

5:00 p.m. – 5:30 p.m.            Cocktail Reception

5:30 p.m.                                Dinner and Networking

Location
Spencer’s at the Waterfront
1340 Lakeshore Rd, Burlington ON L7S 1B1

Presenters

Danielle Walsh

Danielle Bergeron-Walsh, CPA,CA

Partner
MNP

Danielle is a member of MNP’s Private Enterprise team in Ottawa. A trusted advisor, Danielle helps family businesses with intergenerational succession planning, while supporting both family harmony and the long-term success of their business, to safeguard their legacy for generations to come. Danielle works with family businesses of all sizes, in all industries, as well as with non-family-owned businesses. She advises clients on management and ownership succession, family communication, governance, readying the next generation to take over, and exit strategies.

Kevin Tremblay

Kevin Tremblay, CPA, CA, CBV, CF

Managing Director
MNP