Episode 4 – Succession Planning




BMO Bank of Montreal and PROFIT Magazine Business Coach Podcast show

Summary: Succession Planning – A pressing issue for Canadian small business owners: In our first interview Ian talks with Richard Fahey, Vice-President at the Canadian Federation of Independent Business about the increasing focus on succession planning for small businesses in Canada. Succession Planning – Ensuring a happy ending for your business: Our second interview features Doug McKay, Partner, KPMG. He discusses ways to maximize succession planning and the reviews the dos and don’ts for those just starting to develop a strategy. Succession Planning – The personal implications of exiting a business: In our third interview Ian talks with Sean Foran, Vice-President of Succession Planning, BMO Harris Private Banking about wealth management issues that relate to selling a business to a third party.