Business Succession Planning: Understanding the Value of Your Business
Event Details
Every business owner will eventually reach a stage where you'll want or need to exit your business or retire. Are you prepared for that moment? Effective planning and early preparation are essential for a smooth and successful transition.
Join Kalin...
Every business owner will eventually reach a stage where you'll want or need to exit your business or retire. Are you prepared for that moment? Effective planning and early preparation are essential for a smooth and successful transition.
Join Kalin McDonald, Managing Partner at S+C Partners in this 1-hour Lunch and Learn webinar, as he shares the most common exit strategies and key factors private business owners should consider when planning for their eventual business exit.
You will learn:
The most frequently used exit strategies for private business owners
Determining your business's value before a sale or transfer
Key tax considerations when selling a privately held business in Canada (Asset sale vs Share sale vs Hybrid sale)
Succession planning for family businesses – estate taxes and other crucial factors
Speaker:Kalin McDonald, CPA, CA Managing Partner, S+C Partners LLP
Kalin McDonald is a Chartered Professional Accountant and tax expert with more than 30 years’ experience serving the tax, audit, accounting and strategic needs of successful private businesses and their high net worth owners across the Greater Toronto Area. As Managing Partner of S+C Partners, Kalin is proud to lead a team of hard-working and dedicated professionals in providing exceptional service and in-house expertise that extends well beyond that of a traditional CPA firm. Kalin’s own areas of specialization include owner-manager taxation, tax planning and minimization, strategic planning and business succession planning.
Kalin is a two-time graduate of the University of Waterloo where he received his Master of Accounting and Bachelor of Arts degrees. Kalin obtained his Chartered Accountant designation with BDO in 1996. He has also completed CPA Canada’s In-Depth Tax Course.
S+C Partners is a full-service CPA firm that specializes in working with private corporations, entrepreneurs and high-net-worth individuals to help them achieve their personal and corporate goals. Based in Mississauga’s historic Village of Streetsville, S+C Partners has been providing accounting and tax services across the GTA since 1987.