Planning for Business Transitions

Whether you plan to pass your business on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan. We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let us show you how we can help you navigate your complex financial needs.

This seminar is presented by Jayson Bastien, Financial Advisor at Edward Jones, Mitchell MacLean, Associate at Halliwill Seguin LLP, and Clint Sauve, Senior Manager, Tax at Roth Mosey & Partners