Succession Planning Panel Breakfast - Speaker Series Breakfast

Navigating Business Succession: Strategies for a Successful Transition

Date & Time: Thursday, March 6, 2025 | 7:30 AM - 9:00 AM
Location: Cowichan Golf Club
Hosted by: MNP, Community Futures Cowichan, and Stonebridge Law
Format: Panel Discussion with Q&A

Overview

Join us for an informative panel discussion breakfast featuring industry experts from MNP, Community Futures Cowichan and Stonebridge Law, who will provide a high-level overview of key succession planning considerations, including:

• Understanding Your Succession Options: Transitioning to family, key employees, or external buyers

• Valuation & Readiness: Preparing your business for a successful transition

• Legal Considerations: Shareholder agreements, structuring ownership changes, and mitigating risks

• Financial & Tax Implications: Planning ahead to minimize tax impact and maximize value

• Common Pitfalls & How to Avoid Them: Lessons learned from real-life succession cases

• Financing & Deal Structuring:  What to consider and understand for financing and accessing capital for a business sale and purchase. 

This session is designed to provide broad insights into succession planning rather than an in-depth technical discussion. Attendees will gain practical takeaways to help them start thinking about their own transition strategy.
 

Who Should Attend?

• Small business owners planning for succession

• Entrepreneurs looking to develop a long-term exit strategy

• Professionals advising business owners on succession planning

• Anyone interested in understanding the financial, legal, and strategic considerations of business transition

Enjoy breakfast by Vancouver Island Event Catering, engage with industry professionals, and gain valuable knowledge to help you navigate business succession successfully.

Reserve Your Spot Today!
 

Ticket Information:

Secure your spot at this meaningful event for $35 per person. Please let us know if you have remaining tickets in your 5-pack of event tickets.

• Prepayment Required: All tickets need to be paid for in advance.
• Cancellation Policy: If you cancel your ticket more than 48 hours before the event, we'll happily offer you a credit that you can use for any future event.
• Non-Refundable: Unfortunately, if you cancel within 48 hours of the event, we cannot offer a refund or credit.

Thank you for understanding and helping us plan better!