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Succession & Transition Planning

Wednesday January 31 @ 8:00 am - 11:00 am

This workshop will be of value to business owners who want to ensure they understand how to set-up and manage their business to allow for the best opportunity for future transition.
It will also be of value to prospective buyers, sellers, and investors.

Join us to hear from local professionals who will provide legal, accounting and financial planning information.
Topics for this session will include succession planning, dealing with company incorporation, business planning & organization, employment contracts, and specialist tax advice! Our panelists will answer questions and offer the advice you need to help you maximize your options both financially and strategically! Everything you need to plan for the smooth transition of a business!

Panelists:

Tax Advisor Brad Carnahan, CA,CPA, and Partner at BDO

Lawyer Tim Timpano, Certified Specialist in Corporate and Commercial Law and a Partner at Downey, Tornosky, Lassaline and Timpano Law

Financial Consultant Adam Burton, CFP, CIM, FMA at IPC Securities Corporation

Entrepreneur, Mariano Tulipano

*Breakfast will be served at 8:00 am. Presentations will begin at 8:30 am.

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Details

Date:
Wednesday January 31
Time:
8:00 am - 11:00 am
Website:
https://www.orilliacdc.com/events/succession-transition-planning/

Venue

Best Western Plus Mariposa Inn & Conference Centre
400 Memorial Avenue
Orillia, L3V 6J3

Organizer

Community Development Corp. (CDC)
Phone:
705-325-4903
Email:
info@orilliacdc.com
Website:
www.orilliacdc.com