Episode 11 - From Control to Collaboration: Mastering Family Business Succession with David Diebolt

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In today's episode, Nicole and Greg discuss succession planning for family businesses with David Diebolt, a partner at Manning Elliott LLP. David shares his journey into accounting and emphasizes the importance of early and strategic planning for business transitions. The conversation highlights the significant role of SMEs in Canada's economy and the challenges faced by business owners, such as emotional attachment and poor communication. Diebold outlines best practices, including starting early, engaging professional advisors, and implementing governance structures, and discusses tax mitigation strategies to ensure smooth business transitions.

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Episode 12 - Understanding the Role of Notaries with Lilián Cazacu

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Episode 10 - Unlocking the True Value of Family Legacy with Grant Conroy