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Guide to Succession Planning: How to Get Started

Name: Guide to Succession Planning: How to Get Started
Start: 2022-09-15T12:00:00-04:00
End: 2022-09-15T13:00:00-04:00

September 15, 2022 @ 12:00 pm - 1:00 pm

Do you have a plan when you are ready to exit your business? Having a succession plan in place is key to unlock and protect the corporate value that you have built up over the years. Succession planning is a necessary strategic process for businesses of all sizes and should be proactively considered and planned now, for a potential divestiture later.

In this seminar, the team at Capital Assist will address the following:

1. What is a succession plan and why is it important?

2. What factors to consider when developing a succession plan?

3. What are the options on how to exit from the business?

4. How do I determine the value of my business and how can I increase my value before transitioning?

5. What are items to consider in determining the optimal structure of the transaction and tax implications?

6. What advisors do I need to assist in preparing and implementing the succession plan?

Meet our Presenters

JoAnne Maleyko, CPA, CA, LPA, CBV

JoAnne Maleyko is a Partner at Capital Assist (Valuation) Inc.. JoAnne has specialized in business valuation and litigation support services in various matters such as corporate reorganizations, matrimonial disputes, shareholder disputes, acquisitions and divestitures, strategic planning, corporate financing and estate planning transactions. JoAnne leads the assurance and accounting advisory practice at Capital Assist with over 20 years experience practicing in public accounting providing accounting and assurance, taxation, due diligence, and advisory services to privately owned entities and individuals.

JoAnne is a graduate of the University of Windsor, earning an Honours in Business Administration. She is a Chartered Professional Accountant, Chartered Accountant, Licensed Public Accountant and a Chartered Business Valuator.

Aaron W. MaIllioux, MBA, CFA, CBV

Aaron Mailloux is a Manager, Valuation & Transaction Advisory at Capital Assist (Valuation) Inc., providing support for sell & buy side advisory, go-to-market strategies, financial models, and fair market value determinations. Prior to joining the Capital Assist team in 2017, Aaron spent more than three years in the fund administration industry, providing investment accounting services to hedge funds exceeding $3 billion in Assets Under Management.

Aaron is a graduate of the University of Windsor, earning a Bachelor of Commerce (Finance) and a Master of Business Administration focused on Entrepreneurship. He is a CFA® charterholder and Chartered Business Valuator.