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Richard (Rick) Goossen, PhD, Covenant Family Wealth Advisors

TOPIC DESCRIPTION - “FAMILY WEALTH ADVISOR PERSPECTIVE”

Based on working with many HNW business owners, here are the five issues that most commonly arise as a company grows

1.      Lack of Sounding Board / Advisors – who do I talk to?

2.      Innovative Culture – how to keep the entrepreneurial spirit alive?

3.      Organizational Clarity – is there a clear organizational structure?

4.      Family Dynamics – is it helping or hurting?

5.      Succession – build a business as if you are going to sell it—even when you are not planning to


Chris Dyck, CPA, CGA, Avisar Chartered Professional Accountants

TOPIC DESCRIPTION: "ACCOUNTANT'S PERSPECTIVE" 

1.      Laser focus on cash flow 

2.      Use of alternative corporate structures for minimizing taxes 

3.      Stay in the good books with CRA 

4.      Get a line of credit when the going is good 

5.      A competent bookkeeper is worth the investment! 


Elyssa Lockhart & Tako Van Popta, McQuarrie Hunter LLP

TOPIC DESCRIPTION: "LAWYER'S PERSPECTIVE"

We frequently work with clients, their accountants and their business advisors from the inception of their business, through their growth years and then participate in formulating their succession plans.  The following are issues we see arising in the transition to second generation operational involvement and in succession planning stages of business ownership:

1.            Identifying your legacy

2.            Crafting a management / shareholder program to involve family members

3.            Determining how your company fits within your broader estate plan

4.            Identifying potential successors 

5.            Family Councils, family meetings and family dynamics