On Demand
KPMG Enterprise and the Canadian Association for Family Enterprise have joined forces to better understand the current challenge and opportunities facing the next generation members of family enterprises in Canada. Take a few moments to complete the survey.
At some point in every privately owned business, there is a consideration of whether to pass the leadership on to the next generation. Learn the tips and traps of succession planning and how to build value in your business. Register and listen to the webcast.
Mix business with family and you get a vital segment of the Canadian economy. Listen to Paul Moyer from a 9th Generation family business that pitched to the Dragons and Lawrence Barnes, former CEO of the Canadian Association for Family Enterprise as they discuss the nuances of keeping business in the family.
How we can help
With decades of experience working with family businesses across the country and with many KPMG Enterprise advisers coming from family businesses themselves, we understand that the nature of a family business is inherently different from a non-family business. That’s why we pulled together a unique team of professionals within our firm and developed an equally unique portfolio of services that address the specific needs of Canadian family businesses and their owners.
- Governance & Communication
- Business continuity transition & Succession Planning
- Next Generation
- Managing a preserving generational wealth
Wealth, Gift & Inheritance Planning
In some cases where a family business has been sold, the family's largest asset after the sale is the net sale proceeds. In other cases, wise investment decisions have resulted in the accumulation of significant wealth. Since the bulk of such estates will ultimately accrue to the children, families should have a plan to deal with issues such as the age at which children should have access to this wealth and whether controls or restrictions should be placed on the use of these resources for certain periods of time.
We can help develop a plan for the intergenerational transfer of wealth that will meet the objectives of managing tax, preserving value and ensuring the financial well-being of minor children and adult children who are dependent by reason of mental and physical infirmity. If you are an owner-manager of a business, you may also benefit from a review of your succession planning, especially if your children are involved in the business.
Listen to our guest speakers sharing their first hand experience working within their world of Family Enterprise in Canada.
Debbie Moore Caldwell, CAFE Ottawa Chapter President.
Kevin Nicholds, President of Dollco Printing, one of the largest commercial printers in Eastern Ontario.
Kelly Youngdale, General Manager of Label Innovation Ltd. a specialized label printing company specializing in the medical field.
Join Us
Register now to become a member of the Centre for Family Business and receive updates and information for family businesses.
Download this checklist to find out.
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