Advanced Succession Planning - Inter-generational Wealth & Small Business Management Buyouts

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the more information about the event.

4 Jun 2020, 5:15 PM

3 CPD hours


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Course Description

The following topics will be covered during this event:

1. Advanced Succession Planning - Inter-generational Wealth 

Speaker: Chris Delaney, LL.B., B.Ed., TEP, FEA

2. Small Business Management Buyouts

Speaker: John Mill, LL.M. of MBO Coach

This event will be held at Scottish Rite (4 Queen St S, Hamilton, ON L8P 3R3).  The structure of the event is as follows:

  • Registration/cocktails – 5:15 p.m. (drink ticket included with registration)
  • Dinner – 6:00 p.m. (sit down)
  • Presentation(s) – 6:30 p.m. until 9:30 p.m.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Certificate: Advanced Succession Planning - Inter-generational Wealth & Small Business Management Buyouts
  • Feedback / comments

About the Instructor(s)

Picture of Chris Delaney
Chris Delaney

Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is a Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, Professional Speaker and Intergenerational Family Wealth Strategist. Since 2004 he has worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans.

In 2015, Chris completed the Family Enterprise Advisor Program through the Institute of Family Enterprise Advisors (IFEA). He has also undertaken the CICA In-Depth 1 & 2 and the Owner Manager program from 2006 to 2009. He is the Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP).

His book, The Naked Opus, will be released across Canada in Chapters/Indigo stores and online from Amazon

Picture of John Mill
John Mill

The presenter John Mill, LL.M., MBO Coach, formerly a tax lawyer for 25 years, has been working in the area of small business succession planning for 10 years. He is the author of Hire Your Buyer and currently works as an MBO (management buyout) Coach, and professional speaker on management buyout topics.

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