Dates and location
Hours
Dates and location
Hours
Description
Attendees will gain an overview knowledge of business exit planning, including types of exits, value enhancement, personal alignment of the owner and risk mitigation.
This event is scheduled and hosted for CPA Halton-Peel, Hamilton, London, Waterloo-Wellington assigned members ONLY.
Key Takeaways
During this course, participants will learn:
- Typical forms of business transitions.
- Overview of value creation.
- Integrated planning for the owner.
- Biggest risks with an exit.
Who Will Benefit
CPA’s who work with owner-managed businesses who may be beginning to think about exiting their businesses.
How to Access the Course
This is an in-person event held at Rockway Community Centre, 1405 King Street East, Kitchener ON N2G 2N9.
An email reminder of this event will be sent out 24 hours prior to the event. If you have not yet received the reminder 4 hours prior to the event, please do not hesitate to reach out. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.
Speaker(s)
Jason Kingston, CPA, CGA, TEP, CEPA, FEA, EA (US), is a seasoned CPA and business advisor with over 25 years of experience supporting family-owned enterprises and individuals. His expertise spans tax planning, U.S. cross-border taxation, estate planning, business exit strategies, and generational transitions. He currently operates his own independent practice, having formerly served as a partner at Grant Thornton LLP and Drouillard Sambrook Kingston LLP. A proud Conestoga College graduate, Jason has lived and worked in the Kitchener-Waterloo, Cambridge, and surrounding areas for more than two decades. He holds the CPA designation and has completed the CPA Canada In-Depth Tax program, along with earning the TEP, CEPA, and FEA designations.