Overview: Your next chapter starts sooner than you think. To ensure you get the most out of your life’s work and protect you from the unforeseen, you need to have a plan for your business in place.
In this webinar, our presenters, Craig Maloney and Andrew Inman, walk you through the process, identifying your options and the benefits of different scenarios, ensuring you take advantage of opportunities when they arise. Through client stories and advisor experiences, you’ll leave with a deeper understanding of why succession planning matters even early on and how it can benefit your family, your business and your life.
A business advisor and member of MNP’s Tax practice in Halifax, Andrew focuses on Canadian corporate tax planning, primarily helping owner-managed businesses and high net worth individuals. Andrew works closely with each client to understand their unique needs and circumstances.
Andrew draws on more than a decade of experience providing tailored, practical planning solutions to help his clients minimize taxes owing and attain their goals. He specializes in tax planning for the sale and purchase of businesses, compensation planning, and tax optimization for owner-managers. He also helps his clients with estate planning to minimize tax upon death, and the intergenerational transfer of a business.
Craig Maloney, MBA, CPA, CA, CBV, is a Managing Director with MNP’s Corporate Finance, Valuations and Litigation Support groups. Working out of the Halifax office, Craig specializes in helping family-owned businesses with mergers and acquisitions and corporate finance issues.
Craig’s services include business valuation and pricing analysis, helping owners establish relationships with lenders and source capital, assisting
with business planning and management structuring and creating financial models for budgeting and forecasting. When working with clients selling their businesses, he provides full service, from identifying buyers to reviewing the tax implications and helping with negotiation.