Navigate Succession Planning
BY INVITATION ONLY
“Over $2 trillion in business assets could change hands within the next decade as over three-quarters (76%) of small business owners are planning to exit their business.” 2023 Canadian Federation of Independent Business (CFIB)
Navigate Succession Planning
P Benefits is hosting Navigate Succession Planning webinar in May.
“Retirement is the top reason business owners cited for leaving their business (75%). However, only one in 10 business owners (9%) have a formal business succession plan in place.” 2023 CFIB
- What is your transition plan?
- Will you be able to control what business exit looks like for you?
- Will your business be prepared for your transition from ownership?
These sound like simple questions, yet many business owners feel uncomfortable contemplating them, never mind answering them.
Join us on May 29th for an exclusive workshop on succession planning, featuring Cindy Reid, CFP, ChFC, CLU, TEP, CEPA, CBA and partner at Ready for Next as she dives into:
- The impact of risk
- Transition options
- Actioning a plan
- Being transition ready
- Taking back control of the future
Cindy will draw from her experience in not only strategic planning, but from working with businesses that have successfully embarked on their own value acceleration and transition process.
Make sure you put yourself in the driver’s seat when it comes to transitioning from business ownership.
