Danielle Walsh, CPA,CA

Danielle Walsh

Danielle Bergeron-Walsh , CPA,CA

Family Business Practitioner

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.

Co-author of A Practical Guide to Family Business Succession Planning, Danielle acts as a quarterback to the entire process. She helps the whole family understand and support the overall plan, create transparency and open the door to honest communication.

Danielle earned a Bachelor of Commerce (BComm) in accounting Magna Cum Laude from the University of Ottawa in 2011, a Certificate in Family Business Advising and a Certificate in Family Wealth Advising from the Family Firm Institute in 2013. She is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013.


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Insights

  • Confidence

    May 09, 2022

    Why grooming your successors is critical to the family business

    A formal grooming plan helps ensure your successors have the requisite skills to effectively manage and lead the family business.

  • Confidence

    May 03, 2022

    Succeeding at Family Business Succession Planning

    Communication, governance, grooming and fair vs. equal are important principals to keep in mind when developing a succession plan.

  • Confidence

    May 02, 2022

    Family focus: The non-technical or family component of succession

    The best succession plans focus on the non-technical component such as family communication, family values, family dynamics and family expectations.