Employee Ownership Trusts, the $10M Exemption & The Next Wave of Succession in Canada

Join the M&A Club Ottawa and Firefly Insights for a deep dive into one of the most important shifts in Canada’s succession landscape: Employee Ownership Trusts (EOTs) and the new $10 million capital gains exemption for qualifying sales.

This session will explore how EOTs are changing the deal table for founders, advisors, and investors—offering a tax-efficient, values-aligned alternative to traditional third-party exits. We’ll unpack:

• How the EOT structure actually works in practice

• When a sale to an EOT makes sense (and when it doesn’t)

• How the $10M exemption can be leveraged in real-world transactions

• What advisors, M&A professionals, and owners need to watch for in deal design

Hosted by Firefly Insights, the event will feature a panel of practitioners sharing case studies, structures, and lessons from early EOT deals in Canada, with plenty of time for questions and discussion.

Panel:

• Jennifer Williams - Firefly Insights
• Colleen O'Connell - Campbell, CFP, CIM® - RBC Dominion Securities
• Jennifer McMullan - RBC Director Corporate Client Group
• Mike Nazarov, CPA, CA - Tax Partner KPMG Canada

Info: 

Location: Nepean Room Collab Space  
Address: 70 Bongard Ave, Nepean, ON K2E 7Z9
Date: November 27th, 2025
Time : From 11:30am to 1:30pm.

Hope to see you there !