Danielle Bergeron-Walsh, CPA,CA

Danielle Walsh

Danielle Bergeron-Walsh , CPA,CA

Partner

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

  • Progress

    March 08, 2024

    Succession Fireside Chat: Should you tell your family members how much the family is worth?

    Should you tell your family members how much the family is worth? Discover how to discuss finances with your family members to support the succession process.

  • 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.