We have four sessions covering a full day dealing with what are the ins and outs when buying, selling or transitioning a business. We will cover legal, tax, insurance and pension strategies followed by a panel discussion to discuss the practical tactics in transitioning your business.
Join us for 1, 2, 3 or all 4 sessions! You have the power to pick and choose which seminars/webinars you would like to take part in, or join us for the full day event.
Who Should Attend?
This day is a must for all professionals and business owners. I’ve read that there’s an astounding 40% of family businesses that will go through some form of ownership transfer in the next five years.
Is there a particular business owner that should attend? No. Why? If you are a professional with your own practice, maybe you want to sell one day? Maybe you need to prepare your own firm to ensure its purified for capital gains exemption purposes or ready to be sold or passed on to the next generation of family or employees. The same holds true for business owners looking at exiting the business.
Post Event Reception sponsored by TaggartGALT
TaggartGALT is a consulting company that specializes in finding tax related solutions for only the most successful Canadian run businesses. Our main resource for solving the challenges that our clients present to us, are Canadian and International Law firms. TaggartGALT's expertise is in matching a problem and a desired result with the best legal advice Canada has to offer.
8:40 - 9:00 - Registration
9:00 - 10:30 - What are the legal ins and outs when buying/selling or transitioning a business? (Jordan Dolgin, Dolgin Professional Corporation)
- Business exit planning - critical legal considerations
- Managing risk in the purchase agreement
- Planning to sell your business checklist
- Price and payment considerations
- Including asset versus share sales
- Hybrid scenarios
- Corporate share structures - pre-sale and to maximize tax planning opportunities
- Letters of Intent (LOI) and Share Purchase Agreements (SPA) - things to look for
- Funding flexibility
- Higher contribution limits
- Investment flexibility
Insurance / Compensation Strategies
- CDA account
- New rules
- RCA's / executive compensation
An actual deal will be discussed to pull together the days presentations. The discussion will be led by M&A expert Eric Waxman, President of Spara Capital Partners Inc.