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

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.