The End Game – Planning the Transition of Your Business

You have invested time, energy, and commitment in building your business. Planning for your exit and the protection of your wealth and legacy is as equally important as the work and decisions that got you here. There are only so many ways for you to transition from your business; careful planning will leave you in control of the decisions that will affect you, your family, your business, your finances, and your future.

This session will cover the various ways you can transition your business and will provide you with some concrete steps to take regardless of the stage of your business. Case studies from organizations like yours will ensure you receive top value for your time in this workshop. Some of the questions that will be addressed include:

  • What is my end game? Can I achieve my personal and business goals? Do we sell the business? Pass it to the next generation? What are some strategies to minimize my tax liability?
  • How do I maximize my business? What is it worth now? What are buyers looking for? How do I make my business as attractive as possible?
  • Who will be my successor? How do I prepare them so they are ready? What will attract, retain, and motivate my team?
  • What do I need to do? Ownership structure, financing, taxes, estate planning, retirement planning, employee ownership, and development, etc.

 

This session is ideal for: All business owners (including recently formed businesses to well-established businesses).

 

Facilitators: Brett Franklin, Derek Innis, Craig Law from MNP LLP

 

Brett Franklin, Senior Vice President & Director, MNP LLP
Brett FranklinBrett Franklin, CA, is Senior Vice President and Director for MNP Corporate Finance Inc. Based in Winnipeg, Brett develops and implements creative financing strategies for clients in all industry sectors and in all stages of the business life cycle.

Brett provides due diligence support on acquisition targets, assists in the sale of companies, and raises capital, providing investment opportunities for MNP Corporate Finance’s Investor Network. He prides himself on his ability to find unique solutions other service providers are unable to find.

 

Derek Innis, Taxation Services Regional Tax Leader, MNP LLP

Derek InnisDerek Innis, CA, is a Partner and Leader of MNP’s Taxation Services group in Winnipeg. As part of the Taxation Services team, Derek’s focus is Canadian corporate tax planning, primarily to owner-managed businesses.

Derek has more than 12 years of experience providing tailored, practical solutions for his clients, whether in tax planning for the sale of a business, compensation planning and optimization for owner-managers, estate planning to minimize taxation on death, or helping with Canada Revenue Agency audits and disputes. He is a skilled leader and works closely with each client to understand their circumstances and meet their needs.

 

Craig Law, Senior Manager, Consulting Services, MNP LLP

Craig LawCraig Law, CMA, CEPA, is a Senior Manager in MNP’s Winnipeg office. A dedicated business consultant, Craig helps owner-managers improve their business performance, engage and motivate team members, and prepare for the transition of ownership and leadership.

Drawing on more than 20 years of business experience, Craig takes the time to understand the needs, motivations, and objectives of all stakeholders in the business. He takes great pride in helping owners, managers, and employees to improve their businesses and the quality of their lives.

  • February 9, 2017
    8:30 am - 11:30 am

Location

Venue:   Winnipeg Construction Association - Burnell Room

Address:
1447 Waverley St., Winnipeg, Manitoba, Canada, R3T 0P7