Three professionals looking at a document together at the office.

Get on track to transition

This event has passed

MNP is pleased to invite you to our marquee annual seminar for business owners: On Track to Transition.

Our team of subject matter experts and industry leaders will present an engaging program to help business owners, such as yourself, prepare your business for an eventual transition, maximize your net transition proceeds through tax planning, and secure your legacy through philanthropic and related initiatives. No matter when you are considering a business transition, preparing your business early and starting the conversation with your advisors will yield the best results.

Join MNP advisors and industry leaders on Wednesday, October 4, as they discuss strategies to help you prepare your business for transition.

Our presenters will specifically discuss:

  • 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?

We look forward to welcoming you to the panel discussions and seminar, and an optional networking lunch where you can connect with other business owners.

*This event is complimentary, but RSVP is required due to limited seating. Please note that this invitation is non transferable. 

Register now

Wednesday, October 04, 2023
8:00 AM - 1:45 PM (PDT)

8:00a.m. – 9:00a.m.: Registration and Breakfast

9:00a.m. – 9:05a.m.: Welcome

9:05a.m. – 9:40a.m.: Client Panel & Q&A:  Is Your Business Firing on All Cylinders?

9:40a.m. – 10:20a.m.: Effective Tax Planning for Transition

10:20a.m. – 10:30a.m.: Networking Break

10:30a.m. – 11:30a.m.: Panel with Buyer and Lender and Q&A: Closing the Deal with Confidence

11:30a.m. – 12:15p.m.: Panel and Q&A: Creating Your Family Legacy

12:15p.m. – 12:20p.m.: Closing remarks

12:30p.m. – 1:30p.m.: Lunch (optional)

Terminal City Club
837 West Hastings St.


Lynne Fisher

Lynne Fisher

National Team Leader, ExitSmart

Shane King

Shane King, CPA, CA

National Leader, Succession Services

Kevin Wong

Kevin Wong, CPA, CA

Regional Leader, Taxation Services

Aleem Bandali

Aleem Bandali

Managing Director

Aleem Bandali, MBA, JD, is a Managing Director with MNP Corporate Finance in Vancouver. Aleem delivers a broad range of services, including assisting clients with divestitures, mergers, acquisitions, raising equity and debt, and capital restructuring. Aleem has worked with clients on transactions ranging between $3,000,000 and $13,000,000,000 in Canada, the United States, and internationally.

Kerry Smith

Kerry Smith, CPA, CA, TEP

National Leader, Family Office Services