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Doane Grant Thornton Presents Legacy in Motion: Succession Planning for Business Owners

May 13, 2025 12:30 PM - 3:00 PM (PDT)

Description

Secure Your Legacy: Succession Planning for Business Owners

Your business is your legacy. Whether you're considering passing it on to family, selling it, or exploring other options, succession planning is essential. Planning today ensures you’re ready for whatever the future holds.

Join legal and financial experts from Doane Grant Thornton for an engaging session designed for small and medium-sized business owners. Get practical insights and actionable strategies to help you navigate the complexities of succession planning, avoid common pitfalls, and confidently take control of your business's future.

What You'll Learn:

  • Explore Your Exit Options: Understand various paths for transitioning your business, from family succession to external sales, and find the best fit for your goals.
  • Navigate Family Dynamics: Manage the complexities of family business transitions while ensuring long-term success.
  • Master Tax Implications: Get expert advice on minimizing taxes and protecting your wealth through strategic planning.
  • Safeguard Your Legacy: Learn how to protect your financial interests and avoid common pitfalls during and after your transition.
  • Time It Right: Develop a clear timeline for your succession plan and identify actionable next steps to secure your business’s future.

Speakers:

  • Simone Brunton, Partner, Transactions - Expert in business valuation and acquisitions.
  • Jenny Balko, Partner, Tax - Specializing in tax strategies and wealth succession.

Ready to Take Control of Your Business's Future? The best time to plan is now. Join us and gain the knowledge you need to ensure a seamless transition and lasting legacy.

Time

Doors open at 12:30pm for lunch & registration – come grab a bite and get settled! Presentation kicks off at 1:00pm sharp and we’ll wrap things up by 3:00pm. 

Location

Doane Grant Thornton Office's 'Colleague Café' on the 2nd floor

Heads up—parking is the responsibility of attendees. You’ll find paid street parking nearby, or you can use the Chapman Parkade just around the corner.

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Contact Information

CHBA Central Okanagan
Name: Maria Wuschke
Phone: (250) 861-3988
Email: info@chbaco.com
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