The $41 Trillion Opportunity in Succession Planning Across North America
This decade $41 trillion of American and Canadian privately held businesses will undergo a change with serious implications. Whether these businesses are sold, liquidated, wound down, passed on to heirs, or re-characterized in some way, there must be a proper exit plan in place to insure financial security. Owners of these companies and their trusted advisors will require leadership in taking these illiquid business assets and transforming them into secure liquid assets. The mandate of this presentation is to provide pertinent and relevant information to assist business owners and their trusted professionals during this transitional period.
Who will benefit? Trusted Advisors and Business Owners
Peter provides resources that reveal a proven step-by-step process of how to effectively preserve, protect and distribute this wealth transfer. His presentations are designed to be a resource for the innovative and proactive professional seeking to guide clients to smoothly transition into the last third of their lives, making it the best and most productive time of their lives. Peter’s presentations are of particular value for the business owner, the public accountant, the lawyer, the financial planner, the student, the business management consultant, the HR professional, the trust and estate practitioner, the investment advisor, the insurance agent and the investment banker.
For Financial Advisors – How Will You Profit in the Next 10–15 Years?
In the next decade 43% of our workforce will approach retirement. At the same time more than a trillion will pass through the hands of business owners who control most of the wealth in Canada. These people rely on their trusted advisors to preserve and distribute this wealth. Your success depends on your ability to achieve these goals. The Trusted Advisor’s Survival Kit presentation gives you the wisdom of 46 experts from all areas of tax, estate, legal, and financial consulting — with over 1,000 years of collective experience. Discover creative, beneficial strategies known to only a select few accountants, financial professionals, and tax lawyers in North America.