Transition planning that works for your business and family
You’ve invested a lifetime building a profitable business. The right transition plan will ensure you leave a lasting legacy and reap the rewards of your hard work.
Your next chapter starts sooner than you think
To get the most out of your operation, you need a comprehensive transition plan that defines who will take over, a stepwise process for a smooth handoff, and financial considerations for your retirement. The right strategy can increase the value of your business, minimize risk, and secure the future you’ve worked so hard for.
Your transition is a process, not an event. The day-to-day responsibilities of managing a profitable operation can get in the way of proper planning, any number of things can come up that might impact your timeline. Addressing your goals and options now ensures you’re ready to take advantage.
Our team brings deep experience in the complex transition planning process to help you create a plan that works for your situation. Let’s get started.
Contact our team to get started
Gérald is a member of MNP’s Assurance and Accounting team in Hawkesbury. Gérald delivers tailored audit and assurance, advisory and tax services, with nearly three decades of experience helping his clients improve their processes and achieve success.
Gérald works with clients in the public sector, including municipalities, hospitals and school boards; and with not-for-profit organizations and credit unions; and private companies, including those in the construction, manufacturing and hydroelectricity sectors. His services include audits, review engagements, compilations, advisory and tax.
Prior to joining MNP, Gérald was a partner at a Big Four firm.
Gérald earned a Bachelor of Commerce (BComm) in accounting from the University of Ottawa in 1993. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1997. He’s a CPA with a public accountant license in Ontario, Quebec and Saskatchewan.
Gérald is closely involved in the Hawkesbury community, volunteering with a wide range of organizations over many years, including the Hawkesbury and District General Hospital Foundation, Groupe Action pour l’enfant, la famille et la communauté de Prescott-Russell and the Hawkesbury Chamber of Commerce.