The Business Owner’s Roadmap to Succession Planning

Stephen Covey said to “Begin with the End in Mind”, yet for many business owners that can be a daunting process which is why so few have an exit strategy or transition plan in place. Tune in as our experts explore the multifaceted process of succession planning, including:

The importance of succession planning & The succession planning roadmap:

  • Planning process
  • Transition plans
  • Estate planning

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Who’s Speaking?

Canadace-Enman-500
Candace Enman
President
WelchGroup Consulting
Zoren Vranjkovic-1500x1500
Zoran Vranjkovic,
CPA, CA, CFP, TEP
Partner
Welch LLP
erin-binks
Erin Binks
Managing Director
Family Enterprise Xchange Ottawa
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Jon Blair, CPA, CA
Manager, Finance and Business Administration
A.L. Blair Construction Group