Succession Planning Web Seminars for Small/Medium Enterprises (SME’s) in York Region

These web seminars address the unique transitioning needs and importance of succession planning for the retirement of business owners and to protect ongoing employment.

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Book Giveaway

Based on a limited quantity basis, the York South Simcoe Training and Adjustment Board is pleased to be able to offer Business Owners who register to view the Succession Planning webinars, one free copy of The Canadian Business Owner's Guide to Financial Independence by co-authors Barry McNulty, CFP, CIM, FCSI and Mark McNulty, BA, CFP, CIM


Over 75% of business owners are expected to retire during the next decade. This represents billions in revenue and countless jobs in the economy.

The web seminars (aka webinars) will help small and medium enterprises (SMEs) in York Region plan for retirement by helping you to understand the importance of succession planning as a benefit to themselves.

Seventy percent of business owners are expected to retire during the next decade. That represents billions in revenue and countless jobs in the Canadian economy. This is no less important in York Region where approximately 97% of the enterprises are small/medium sized businesses.

The 4 web seminars cover:

  • Financial Planning: Steps to determining the your (present owner's) financial stability for the future in preparation for transitioning the business to another;

  • Business Valuation: Steps to determining the net worth of your business;

  • Business Coaching: Steps to moving your business from you (the present owner) to another including separating the business from yourself and creating goodwill; and

  • Legal-Negotiating Price: Steps to improve your chances of successfully negotiating price.