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Business Transmission

Corporate/Governance - Personal Tax Planning and Wealth Management
Where Stcok Exchange Tower
800, Square Victoria
37th Floor
Montreal, QC
H4Z 1E9
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Best practices for transferring your business to children, employees or third parties

 Because of our aging population, business transfers have become a hot topic. To provide you with sound advice on preparing for and successfully completing the transfer process, we have put together a team of seasoned experts who are all recognized in their respective fields. They will present an overview of the latest trends and explain, in plain language, the best techniques for minimizing your tax burden, maximizing your business's value and making sure you reach your goals – whether your transfer is scheduled for the near future or the next five to ten years.

Here is a list of the topics that has be broached:

  • The shocking statistics
  • Too late, you're dead! Disastrous consequences
  • Latest trends and best practices in business transfers
  • Analysis of the human, tax, estate, legal and financial aspects
  • Identifying and preparing business successors
  • Transferring to children
  • Transferring to employees
  • Identifying and selling to third parties
  • Maximizing the value of your business (Business Staging)
  • Preparing the business
  • Preparing the entrepreneur and the transfer
  • Various ways to finance and transfer
  • Maximizing the management of funds resulting from the transfer

Hugo Patenaude and Patrice Vachon - Fasken Martineau

Speaking partners:
Yves Dufresne and Stephan Reisler - ROCG
Laurent Genest - National Bank of Canada
Claude Lafond - Caisse de dépôt et placement du Québec
Jacques Maurice - Scotia McLeod
Diane Fellice - Fellice stratégies humaines