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

This live webinar will start at 6:30 p.m. EST on November 5, 2020. The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

5 Nov 2020, 6:30 PM

2 CPD hours


Register Now

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

Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

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

Please note: For best audio quality, we recommend using external speakers or headphones. 

Course Walkthrough

  • Certificate: Advanced Succession Planning - Inter-generational Wealth & Small Business Management Buyouts - Live Webinar
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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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