Crosbie on Useful Succession Strategies - Sell Your Business the Right Way

Useful podcast for CFA credits– Crosbie on Succession with Colin W. Walker and Richard Betsalel.
The largest percentage of an entrepreneur’s wealth is often concentrated in his or her business. Help clients identify opportunities for the partial or complete monetization or sale of their business. Gain the advantage of differentiating yourself in the eye of the client from other money managers by getting involved early in the succession planning process.

In this webcast presentation, the speakers discuss:
What is the market size in Canada for the number of entrepreneurs with viable businesses?
  • Identifying the primary ways to monetize or dispose of part or all of a business, including: sell to a third party, pass to the next generation, or sell to management
  • Strategies to be used when meeting with clients in order to obtain the relevant facts
  • What are the valuation parameters for private businesses? How an estate freeze, trusts, and life insurance may be utilized during the succession planning?
0.5 CE (including 0 SER) 


Director, Crosbie
416 362 1709

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