The Continuity Series
A practical educational seminar helping business owners prepare for leadership continuity, ownership transition, and long-term wealth preservation.
Delivered by experienced professionals in business operations, accounting, business transition, law, and estate planning. Available virtually or in person for Chambers of Commerce, Boards of Trade, professional associations, family enterprise groups, and business organizations across Canada.
Whether the future involves a family succession, management transition, third-party sale, or long-term continuity planning, today's decisions can have a lasting impact on business value, employees, family members, and future opportunities.
The Continuity Series helps business owners better understand the key considerations involved in preparing for what comes next.
Helping Your Members Prepare For What's Next
Business owners are looking for practical guidance on leadership continuity, business transition, tax planning, legal considerations, and long-term wealth preservation.
The Continuity Series provides a professionally delivered educational experience that helps members better understand these important topics through insights from experienced professionals across multiple disciplines.
We provide the speakers, content, presentation materials, and promotional support. Your organization provides the audience.
Five Key Areas. One Integrated Perspective.
Unlike traditional seminars that focus on a single discipline, The Continuity Series brings together five complementary perspectives in one integrated educational experience, helping business owners understand how today's decisions influence tomorrow's outcomes.
Operational Continuity
Building A Business That Can Thrive Beyond Its Owner
Presented by - Jen Couldrey ( Certified EOS Implementer®)
Learn how leadership development, accountability, systems, and operational structure can help reduce owner dependency and create a stronger, more resilient organization prepared for future growth and transition.
Tax Planning
Understanding The Financial Impact Of Transition
Presented by - Scott Cloutte (Partner, McCarney Group LLP)
Explore key tax considerations related to business succession, ownership transfer, and long-term planning. Attendees will gain insight into common opportunities, challenges, and planning strategies that can help preserve value and improve outcomes.
Business Transition
Preparing For What's Next
Presented by - Pratik Mehta (Co-founder, Everyday Exits)
Whether the future involves family succession, employee ownership, management transition, or a third-party sale, attendees will learn how to evaluate their options, improve readiness, and increase the long-term value of their business.
Legal
Creating Structure, Clarity, And Protection
Presented by - Julian Franch (Partner, Cassels Brock & Blackwell LLP)
Understand the legal frameworks that support successful business transitions, including shareholder agreements, governance considerations, trust structures, and other planning tools to plan for a sale or transition of the business to the next generation.
Wealth Continuity
Preserving Wealth Across Generations
Presented by - Harsimran Braich (Partner, Estately Wealth)
Business succession and wealth succession are not always the same. Learn how estate planning, liquidity planning, and wealth preservation strategies can help protect family wealth and support future generations.
Attendees Leave With Practical Next Steps
The Continuity Series is designed to provide practical education that business owners can apply immediately. Attendees leave with a clearer understanding of the opportunities, risks, and decisions involved in planning for the future of their business and estate. They also gain a better understanding of how operational, tax, transition, legal, and estate professionals work together to support successful long-term outcomes.
Clearer Succession Options
Understand the different pathways available, including family succession, management transition, employee ownership, and third-party sale opportunities.
Greater Transition Readiness
Identify the operational, financial, legal, and personal factors that contribute to a successful transition.
Increased Business Value Awareness
Learn the characteristics that make businesses more transferable, resilient, and attractive to future successors or buyers.
Better Planning Confidence
Gain practical insights from experienced professionals across multiple disciplines and understand where to focus future planning efforts.
Flexible Delivery For Every Organization
The Continuity Series is designed to fit a variety of event formats and member engagement strategies. Whether your organization is looking for a featured educational event, a breakfast session, or a virtual presentation, our team can tailor the delivery to meet your needs.
The Continuity Series helps business owners better understand the key considerations involved in preparing for what comes next.
Half-Day Seminars
Breakfast Events
Lunch & Learns
Virtual Presentations
Annual Member Events
Built To Complement Your Existing Programming
The Continuity Series is designed to complement the educational programming already offered by Chambers of Commerce, Boards of Trade, professional associations, and business organizations.
Whether delivered as a standalone seminar or integrated into an existing conference or member event, the program provides practical education that helps business owners prepare for the future of their business.