Effectively Structuring Your Company for Transition

April 4, 2023 · 01:25 PM – 02:15 PM

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Moderator

Alan Chettiar

Alan Chettiar

Partner, M&A Advisory

FirePower Capital

Panelists

Ryan Kennedy

Ryan Kennedy

President, East Coast Private Lending - Corp. & Director of Operations

Compass Patient Solutions

Levi Lawrence

Levi Lawrence

Partner

Iron House Pro

Mike McIsaac

Mike McIsaac

CEO & Managing Director

Baker Tilly (Canada) Capital

Brian Wood

Brian Wood

Regional Vice President

IG Wealth Management

When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the purchase price in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax. This is the ideal session for CEO’s and CFO’s to attend.

This session will look at real-world examples:

  • How to structure your company well in advance of a potential sale or recapitalization
  • What options to consider to reap the benefits and avoid pitfalls
  • Tactics to avoid major post-sale surprises
  • Options for how to manage what are no longer business expenses in your life post-transition

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