About this Event
Planning for Business Owners
Building a successful business takes years of hard work, but many business owners do not spend enough time planning for what happens when circumstances change.
Join us for a practical, in person conversation about planning for business owners and the decisions that can have a major impact on your business, your family, and your future. Whether you are thinking about bringing in a new partner, preparing for retirement, passing the business to the next generation, or simply making sure the business can continue if something unexpected happens, good planning can give you more options when you need them most.
Albert Lin, Partner at Northview Law, and Charlie McCabe at Rosewood Wealth will lead an open and approachable discussion grounded in real conversations with business owners. The focus will be on practical planning, identifying risks early, and making important decisions before circumstances force them upon you.
In this session, you’ll learn:
• Why business owners should start planning well before a transition is on the horizon
• Key legal and business considerations when ownership or management changes
• How to prepare for unexpected events involving an owner or key person
• What business owners should consider when planning for retirement or succession
• How to protect the value you have built and make a future transition easier
• Common planning mistakes that can create unnecessary costs, conflict, or uncertainty
• How your business, personal, and family planning can work together.
This is not a lecture filled with legal jargon; it is a practical conversation about the decisions business owners should be thinking about today to protect what they have built and create more options for the future.
Bring your questions, your experiences, and your plans for what comes next. You’ll leave with a clearer understanding of the key areas business owners should consider when planning for the future and practical ideas you can take back to your business.
Event venue & nearby stays
Humber River Centre, 28 Ann Street, Caledon, Canada
Concerts, fests, parties, meetups — all the happenings, one place.