MNP’s Exclusive 6th Annual Workshop for the B.C. Wine Industry
Date and time
Location
Penticton Lakeside Resort, 21 Lakeshore Drive, Penticton
21 Lakeshore Drive, Penticton Penticton, B.C. V2A 7M5 CanadaDescription
Learn How Succession Planning is Critical to Your Wine Business's Success
Succession planning is a critical part of the future success of any business, but focusing on day-to-day operations can make it hard to sit down and engage in the planning process. While a proper strategy will increase the value of a business and reduce risk, more than 50% of business owners admit they have no formal transition plan in place.
During this interactive workshop our presenters will share how to build value in your winery business today while preparing for a successful transition.
Agenda:
8:30 a.m. Continental Breakfast
9:00 a.m. Presentations & Discussions
12:00 p.m. Wrap Up
About Our Key Note Speaker:
Stuart L. Scott
Former Owner, Camas Prairie Winery & Author of “Riding the Tiger”
Building Value for a Successful Succession
During this interactive presentation, Stuart will share his 29 years of lessons learned in the wine business from building value in your winery with your end goal in mind and how to set up your business for a successful transition.
About the Presenter: Stuart is a former winery owner and author of Riding the Tiger – How to Create a Successful Winery During Tough Times. He started Camas Prairie Winery in the fall of 1983 and was recognized in 2007 as the Idaho Winery of the Year. He is the winner of over 50 commercial wine awards in Los Angeles and Dallas.
About Our MNP SpeakerS:
Geoff McIntyre, CPA, CA
Business Advisor, B.C. Wine Industry
Succeeding at Succession
Many business owners fail to plan for the future because they find it overwhelming and don’t know where to start. Geoff will demystify the succession planning process and show you how to exit your wine business while planning for the future.
About the Presenter: Based in Kelowna, Geoff works with winery businesses to help them analyze their performance, build value and cultivate opportunities for growth, expansion and business transition. Recognized for his industry insight, Geoff is a regular contributor to Grapes to Wine and Orchard and Vine magazines.
Brian Posthumus, CPA, CA
Regional Tax Leader
Optimizing Your Tax Opportunities
Today’s estate winery businesses are often a mixture of farming, manufacturing & wholesale/retail businesses all rolled in to one. Brian will offer insights on how you can effectively structure your wine business today to take advantage of your tax opportunities tomorrow.
About the Presenter: Brian delivers specialty tax strategies to a wide-range of businesses. He has extensive experience with estate planning, taxation of agriculture operations and tax planning for the acquisition and divestiture of private companies.