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Navigating Voluntary Exits

Wednesday, November 20, 2024
12:00 PM - 1:00 PM (EST)
Event
Progress

Navigating an exit from your business can be one of the most significant decisions you'll make. Whether you're planning to retire, transition ownership, or explore other exit strategies, preparing early is critical to a smooth process.

Join MNP and Mann Lawyers for a comprehensive webinar that will equip you with the knowledge and tools to navigate this complex transition confidently. Our presenters will break down the key challenges and opportunities, helping you better understand your options and create a plan that ensures a successful exit.

Date
Wednesday, November 20, 2024
Time
12:00 PM - 1:00 PM (EST)
Agenda

  • Common challenges in succession and transition planning
  • When is the right time to start planning?
  • Who do you need to have on your succession team?
  • Key considerations
  • What are your exit options?
  • Legal fundamentals of transition
  • Understanding the tax implications

Location
Microsoft Teams Webinar

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.

Rylan Kaliel

Rylan Kaliel, CPA

Senior Manager, Tax
MNP

Neil Schwartz

Neil Schwartz

Lawyer
Mann Lawyers