Succession Planning Workshop Series

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Name: Succession Planning Workshop Series
Date: April 1, 2015
Time: 7:30 AM - 9:00 AM PDT
Registration: Register Now
Event Description:


Succession Planning 


An Introduction for Business Owners


Join us for the first Workshop Series of 2015 where we will hear from trusted local advisors from KPMG, HSJ and RBC! During this three part series you, the business owner will be introduced to the essential structural, legal and financial considerations of succession planning. 

Session 1 - Lead by Stanley Mitchell, Partner with KPMG

"How you prepare for and execute the transition of your business are two of the most important decisions that you will make in your life.   If it is not done properly it can result in a considerable loss of profit to Revenue Canada.  How you prepare for the transition of your business can depend on whether your successor is family, employees or a complete outside party.  Starting the process early and assessing the options can mean putting more money in your pocket."

Gaurav Parmar, Partner with HSJ, Trent Heppner and Paul Mercer, Senior Account Managers with RBC will supplement this workshop from a legal and financial point of view.  In addition, Heather Oland with Initiatives Prince George will introduce you to their program designed to connect owners of businesses for sale with the investment interest they receive in office.

 

Stan joined the Prince George office of KPMG in 1985 as an articling student after obtaining his Bachelor of Commerce degree from the University of British Columbia.  He obtained his Chartered Accountant designation in 1988, was appointed Partner in 2011. He over 25 years of audit and advisory experience and has been working in our tax group for the past 12 years.

Stan’s primary focus is in delivering corporate and personal income tax services to clients, both from compliance and planning perspectives with particular focus in assisting business owners plan and implement transition plans.

In addition to dealing with income tax matters, Stan is the Prince George office specialist who primarily deals with commodity tax issues related to Provincial Sales Tax and Goods and Services Tax matters.


Don't forget to register for Session 2 on April 15th!

Location:
Prince George Chamber of Commerce
Board Room
890 Vancouver Street

 

Date/Time Information:
Session 1 - April 1st 7:30am - 9:00am
Session 2 - April 15th 7:30am - 9:00am
Session 3 - April 29th 7:30am - 9:00am
Contact Information:
Fees/Admission:
Members: $10.00
Non Members: $15.00 
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