Get on track to transition

Get on track to transition

MNP is pleased to invite you to our marquee annual seminar for business owners: On Track to Transition.

By MNP LLP

Date and time

Wed, Oct 4, 2023 8:00 AM - 1:45 PM PDT

Location

Terminal City Club

837 West Hastings Street Vancouver, BC V6C 1B6 Canada

Agenda

8:00 AM - 9:00 AM

Registration and Breakfast

9:00 AM - 9:05 AM

Welcome

Shane King, National Leader, Succession Services, MNP

9:05 AM - 9:40 AM

Client Panel and Q&A: Is Your Business Firing on All Cylinders?

Shane King, National Leader, Succession Services, MNP

Best practices and insights for preparing your business for a transition, either to an external group, internal management group or family members. Understanding key drivers for maximizing your busin...

9:40 AM - 10:20 AM

Effective Tax Planning for Transition

Kevin Wong, Taxation Services Lead, Vancouver

Engaging with your tax team to prepare for a transition from both a business and personal perspective.

10:20 AM - 10:30 AM

Networking Break

10:30 AM - 11:30 AM

Panel with Buyer and Lender and Q&A: Closing the Deal with Confidence

Aleem Bandali, Managing Director, Corporate Finance, MNP

What makes a business attractive to potential buyers? What are lenders looking at when evaluating transactions? Tips on getting your house in order.

11:30 AM - 12:15 PM

Panel and Q&A: Creating Your Family Legacy

Kerry Smith, National Leader of Family Office Services

Managing your money, educating family members, tax matters and governance. Is a foundation right for you?

12:15 PM - 12:20 PM

Closing Remarks

Shane King, National Leader, Succession Services, MNP

12:30 PM - 1:30 PM

Lunch (optional)

About this event

MNP is pleased to invite you to our marquee annual seminar for business owners: On Track to Transition.

Join MNP advisors and industry leaders on Wednesday, October 4, as they discuss strategies to help you prepare your business for transition.

Our presenters will specifically discuss:

  • Best practices and insights for preparing your business for a transition, either to an external group, internal management group, or family members
  • Understanding key drivers for maximizing your business’ value which should be implemented before engaging in a transition process
  • Positioning your business for a sale and attracting potential buyers
  • Engaging your tax team to prepare for a transition from both a business and personal perspective
  • Considering your philanthropic legacy: Is a private foundation right for you?

Presenters

We look forward to welcoming you to the panel discussions and seminar, and an optional networking lunch where you can connect with other business owners.

*This event is complimentary, but RSVP is required due to limited seating. Please note that this invitation is non transferable.

Please register by September 20, 2023.

Organized by

MNP LLP
Sales Ended