Creating Your Financial Roadmap: Why Succession Planning Should Start Now

Allan Broudno, CFA, CFP®, CIM of MNP Family Office Services will walk through key financial and wealth planning considerations across the entrepreneurial lifecycle to highlight areas of focus and potential planning approaches at various stages, from early growth through to exit. Allan leads the Financial Roadmap practice within MNP Family Office Services, focused on delivering independent planning and analysis around wealth and capital for business owners, professionals, and executives. He will be able to share both best practices as well as cautionary notes driven by observations and experience, delivered through an interactive discussion geared towards delivering actionable take-aways. Regardless of the where you are in the lifecycle of your business, having the right mechanisms and planning approaches in place can help accelerate the trajectory, build conviction in decision-making, and help navigate risks along the way.

Presented by: MNP

MNP is a leading national accounting, tax and business consulting firm that is truly made in Canada with offices in communities across the country. MNP supports small businesses as they grow and innovate, and helps business owners adapt and succeed in a dynamic business environment. The Business Insights section on MNP’s website provides timely advice and practical solutions to help you navigate your business journey. Visit MNP.ca to learn more and subscribe to the MNP Business Insights Newsletter.

This seminar is designed solely for informational purposes. Unfortunately, we cannot offer tailored advice regarding your individual business. For personalized guidance, we recommend reaching out to your accountant to delve into specific details pertaining to your situation.

Please note that seminar resources, including the slide deck, will only be made available to participants who attend the event. These materials will not be distributed to those who do not attend

Host or Publisher Brampton Entrepreneur Centre