Nicola Wealth Specialty Series: The Business Owners Path to Transition


On October 28, Nicola Wealth held an interactive half-day workshop designed specifically for business owners, their business partners, and their close advisors. This workshop focused on the challenges and solutions business owners may face during the business transition; whether preparing to sell their company or pass it to the next generation.

Featuring a panel of seasoned experts, the presentation reviewed a real-world business transition scenario, providing valuable discussion and insight around the complexities of transitions. Taking this expert advice and applying it to event attendees own scenario, they were guided through facilitated discussions within intimate peer groups to share ideas, issues, and resolutions.

Below are the resources from the event, including presentation slides, and infographic outlining the path to transition outlined in the presentation and the case study that was presented.

 

Below you will find the following resources:

 

Event Videos:

 

Business Owner’s Path to Transition | Part 1: Panelist and Case Study Introduction

Business Owner’s Path to Transition | Part 2: Value and Valuation

Business Owner’s Path to Transition | Part 3: Shareholder Considerations

Business Owner’s Path to Transition | Part 4: Exploring Options

Business Owner’s Path to Transition | Part 5: Tax Considerations

Business Owner’s Path to Transition | Part 6: What Planning Needs to be Done?

Business Owner’s Path to Transition | Q&A Part 1:What are the major business transition issues you’ve heard?

Business Owner’s Path to Transition | Q&A Part 2:After the sale or transition of a business, what’s next?

Business Owner’s Path to Transition | Q&A Part 3:What does good look like?

Business Owner’s Path to Transition | Q&A Part 4:What if the kids don’t want the business?

Business Owner’s Path to Transition | Q&A Part 5:When is the best time to leave your business?

Business Owner’s Path to Transition | Q&A Part 6:Best way to plan for a successful transition to employees?

 

Business Owner’s Path to Transition | Part 1: Panelist and Case Study Introduction

 


 

Business Owner’s Path to Transition | Part 2: Value and Valuation

 


 

Business Owner’s Path to Transition | Part 3: Shareholder Considerations

 


 

 

Business Owner’s Path to Transition | Part 4: Exploring Options

 

 

Business Owner’s Path to Transition | Part 5: Tax Considerations

 


 

Business Owner’s Path to Transition | Part 6: What Planning Needs to be Done?

 

 

Business Owner’s Path to Transition | Q&A Part 1:What are the major business transition issues you’ve heard?

 

 

Business Owner’s Path to Transition | Q&A Part 2:After the sale or transition of a business, what’s next?

 

 

Business Owner’s Path to Transition | Q&A Part 3:What does good look like?

 

 

Business Owner’s Path to Transition | Q&A Part 4:What if the kids don’t want the business?

 

 

Business Owner’s Path to Transition | Q&A Part 5:When is the best time to leave your business?

 

 

Business Owner’s Path to Transition | Q&A Part 6:Best way to plan for a successful transition to employees?

 

 

Presentation Slides

 

Infographic

Case Study

Read here: https://nicolawealth.com/app/uploads/2019/10/2019-Nicola-Wealth-Specialty-Series-The-Business-Owners-Path-to-Transition.pdf

 

 

Speaker Bios

David Christian | Partner – Thorsteinssons Tax Lawyers

David Lam | National Corporate Finance Leader – Deloitte

Peter Mogan | Partner, M&A, Business Law – Mogan Daniels Slager