Protect your business’s value and ensure smooth ownership transfers.
Succession Success
Succession planning is critical for Canadian business owners to ensure a smooth transition when exiting their business, whether due to retirement, health issues, or other reasons.
Succession Success is designed to educate and equip SMB’s with the knowledge, tools, and resources to properly plan, develop, and implement basic succession plans.
Learn from experienced professionals, including accountants, lawyers, business valuators, and business brokers.
Access tools, templates, and local resources to support business owners in developing personalized succession plans.
Program Outline:
Are you one of the 76% of small business owners planning to exit in the next decade without a formal succession plan?
Don’t risk your legacy, employees’ futures, or the $2 trillion in assets at stake – unprepared transitions can lead to financial loss, family disputes, and business failure.
Join Succession Success, our free 6-week program with weekly expert-led virtual seminars designed to educate and equip SMB’s with the knowledge, tools, and resources to properly plan, develop, and implement basic succession plans. Walk away confident and equipped: Protect your business’s value, ensure smooth ownership transfers, minimize taxes, and secure continuity for your team and community. Register now and turn uncertainty into a strategic exit.
Program Delivery:
6 weekly expert-led virtual seminars starting September 9, 2026. Register for one, or all 6 seminars.
Expected Outcomes:
- Participants will develop knowledge of the core components required for effective succession planning
- Increased awareness of tax, legal, and ownership considerations
- Enhanced confidence in managing business transitions
Who’s Succession Success for?
- New businesses: Learn foundational planning to avoid future pitfalls
- Growing SMBs: Identify successors, value your assets, and prep for the unexpected
- Businesses looking to sell: Learn legal, tax strategies for max value
Succession Seminars:
Seminar #1: Introduction to Succession Planning
Objective: Understand the importance and scope of succession planning.
Seminar Date: Wednesday, September 9, 2026
Registration opens August 1, 2026.
Seminar #2: Valuing Your Business
Objective: Learn why valuation matters and the methods to accurately value the business.
Seminar Date: Wednesday, September 16, 2026
Registration opens August 1, 2026.
Seminar #3: Identifying Potential Successors
Objective: Evaluate options for transferring ownership or management and how to execute successfully.
Seminar Date: Wednesday, September 23, 2026
Registration opens August 1, 2026.
Seminar #4: Legal Considerations
Objective: Provide a clear understanding of legal frameworks, and key documents.
Seminar Date: Wednesday, September 30, 2026
Registration opens August 1, 2026.
Seminar #5: Tax and Estate Planning Considerations
Objective: Introduce tax and estate planning for succession, ensuring tax minimization, CRA compliance, and a cost-effective business transfer.
Seminar Date: Wednesday, October 14, 2026
Registration opens August 1, 2026.
Seminar #6: Expert Panel Discussion & Q&A
Objective: Recap key insights, outline practical steps, and address open questions with clear answers.
Seminar Date: Wednesday, October 21, 2026
Registration opens August 1, 2026.
