This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

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

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

Description

Your business is your legacy—make sure it’s protected.

You’ve invested years of time, energy, and passion into building your business. Now it’s time to think about what’s next. Whether you're planning to pass it on to family, sell to a third party, or explore other exit options, succession planning isn’t optional—it’s essential.

Join legal and financial experts from Doane Grant Thornton and Pushor Mitchell LLP for a high-impact session designed specifically for small and medium-sized business owners in the construction and real estate sectors. You’ll walk away with practical insights and actionable strategies to help you:

What You’ll Learn

  • Explore Your Exit Options
    Understand the full range of succession strategies—family transitions, sales, mergers, and more—to find the right fit for your business goals.
  • Navigate Family Dynamics
    Learn how to manage the human side of succession, from relationships to roles, and how to keep the business intact through generational shifts.
  • Master the Tax & Legal Landscape
    Get expert advice on minimizing tax liabilities, structuring transactions, and preparing for legal due diligence—before a buyer ever sees your books.
  • Safeguard Your Wealth and Legacy
    Discover how to protect what you’ve built—financially and emotionally—during and after your transition.
  • Avoid Common Pitfalls
    Hear real-world case studies and key lessons from succession planning gone wrong—and how to avoid the same mistakes.

Meet Your Experts

  • Simone Brunton, Partner, Transactions – Doane Grant Thornton
    Business valuation & acquisition specialist with deep experience across industries.
  • Jenny Balko, Partner, Tax – Doane Grant Thornton
    Wealth succession & tax planning expert with over two decades of experience.
  • Paul Tonita, Partner – Pushor Mitchell LLP
    Business lawyer focused on real estate, estate planning, and smooth legal transitions.

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.

Pricing

To access discounted Member pricing, please login to your Member portal or contact Maria at info@chbaco.com 

View Event

Contact Information

CHBA Central Okanagan
Name: Maria Wuschke
Phone: (250) 861-3988
Email: info@chbaco.com
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}