Courses
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How to Deliver Engaging and Effective Virtual Presentations
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$45.00Harnessing Resourcefulness During Uncertainty: A Path to the New Normal
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$170.00Tax & Succession Planning: Maximizing Success From Planning to Closing
This presentation will focus on the business sale process from the early stage planning to the ultimate sale. It will also cover various tax strategies that are important when assisting with the sale of your client's business.
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$49.00A CPA's Role in the Evolving Family Office Landscape
This webinar will provide an overview of what a family office is, types of family offices that exist, and the current family office landscape in Canada and globally.
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$49.00Preparing Businesses for Sale - Accounting & Financial Readiness
This course will cover: cleaning up financials before a sale, improving financial reporting & controls, proactively addressing tax/accounting concerns which may impact deal value and creating financial narratives for potential buyers.
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$49.00Risk Management in Purchase Agreements
This presentation will offer practical guidance on risk management tools commonly found in purchase agreements. We’ll cover key topics - such as purchase price adjustments, earn-outs, deferred payment mechanisms and indemnities.