Employee Ownership Trusts (EOTs) are rapidly gaining attention as an innovative succession and ownership transition strategy for Canadian business owners. Join Colleen O’Connell-Campbell (RBC Dominion Securities), Jennifer Williams (Ownership Design Group), Mike Nazarov (KPMG), and Jennifer McMullan (RBC) for an engaging discussion on the financial, tax, strategic, and human considerations involved in Employee Ownership Trust transactions. Drawing on extensive experience in wealth planning, employee ownership, taxation, business growth, and succession planning, our speakers will share practical insights on how EOTs can help business owners preserve their legacy, reward employees, and achieve a successful transition. Whether you are a business owner, advisor, or M&A professional, this webinar will provide valuable perspectives on one of the most important developments in business succession planning today.

Speakers:

Colleen O’Connell-Campbell, Wealth Advisor, RBC Dominion Securities

With over 30 years in banking and finance—25 of which focused on wealth management and financial planning—Colleen specializes in guiding entrepreneurial clients through strategic, cash-rich exits. She collaborates with colleagues across RBC and external professional experts to address the full financial and personal planning dimensions of business transitions. Colleen is the host of The Cash-Rich Exit Podcast.

Jennifer Williams, Founder, Ownership Design Group

With over 20 years of experience in employee ownership, Jennifer has worked across multiple industries and geographies, crafting customized solutions for businesses of all sizes. As a 3x business owner and former CEO of an employee-owned company, she has a unique understanding of the financial, emotional, and practical dimensions of business transitions. Jennifer founded Ownership Design Group to help business owners transition successfully, preserve their businesses, and strengthen employee engagement.

Mike Nazarov, Tax Partner, KPMG

Mike has over 15 years of experience providing tax advice to public and private companies. He has worked with businesses in a variety of industries including technology & real estate and on a variety of assignments, including compliance, acquisitions and divestitures. Regardless of the technical requirements, the real priority is working with individuals to navigate the complexities of the tax environment and help achieve their objectives.

Jennifer McMullan, Director, Corporate Client Group, RBC

Jennifer helps clients optimize working capital, structure growth financing & acquisitions, and navigate cross-border transactions. Jennifer connects entrepreneurs with the right expertise and resources and has done so for over 20 years. She has a collaborative, transparent approach and she is passionate about supporting Business Owners to better compete, expand and ultimately exit successfully.

Time: 
Starting 12:00pm (HAE) on Zoom

REGRISTRATION HERE