business owner reviewing financial documents on a tablet

WEBINAR: Exit Strategies and Preparing for the Unexpected

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Exit Strategies and Preparing for the Unexpected

What happens when one of the business owners has become incapacitated? In the absence of a shareholder's agreement and proper estate planning, the business, business partners, and family are all left in difficult positions. 

Watch the recording

Date
Wednesday, January 25, 2023
Time
7:00 PM - 9:00 PM (EST)
Agenda

In this webinar, MNP and Mann Lawyers will cover:

  • Impact of the unexpected: incapacity or death
  • Exit strategies in the event of death, incapacity, or retirement: what can this look like, and what needs to be included?
  • Estate planning and the importance of updated wills and powers of attorney
  • Insurance and the role it can play in your exit strategies
Location
Zoom

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.

Natalie Schuler

Natalie Schuler, CPA, CA

Partner, Assurance Services
MNP

Kate Wright

Kate Wright

Mann Lawyer’s Head of Family Law
Mann Lawyers

Kate is a member of the family law, wills and estates and estate litigation service groups at Mann Lawyers. Her experience in family law includes advising clients on property division, support issues, custody and access matters, domestic contracts and private adoptions. She assists clients with preparing wills, estate planning and administration matters, and disputes over estates, including issues related to capacity and dependent’s relief.