TheGAAP.net  & TFN Present: Anatomy of Business Transitions:  What the CPA Needs to Know Sponsored by Jeffrey Gregory  

Join us for an engaging two-hour webinar on Tuesday, May 27, 2025, from 7:00–9:00 p.m. EST

Melanie’s presentation will discuss various types of business transitions, from internal successions to external M&A transactions, steps involved, what to expect and the important role that CPAs, whether internal to the organization or external advisors, play in the various stages of these transactions.  This presentation will cover some basics as well as some more advanced topics and will be useful for all CPAs regardless of their past experience with transitions.

Speaker:  

Melanie E. Russell  

PROFESSIONAL EXPERIENCE

Melanie E. Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val
Kalex Partners Inc. – Valuation & Forensic Experts

Office: 416.488.9590×225        Cell: 416.710.8099    Fax: 416.488.2591

133 Lowther Avenue, Toronto, ON M5R 1E4

Register:

Anatomy of Business Transitions – What the CPA Needs to Know

Testimonials:

“The sessions have been very helpful in gaining practical understanding of various topics. The speakers are very experienced, and their material is well-presented! Thank you!” – Nikita Padia

“After meeting with Mr. Paul and other motivated colleagues at the monthly get-togethers, I was reminded to consider and re-consider my action plan regarding my future employment and my interest in accounting. Being with other motivated and likeminded people is invaluable because it keeps your head in the game when life throws you curve balls or you hit a wall unexpectedly. – Prash Chandrasegaram

“Hi Paul, I appreciate all the webinar events that you organize – I have been successful in learning lots of information and earning CPD too. Also, I appreciate the networking opportunities. Thank you.” – Lisa Blackburn

“The talks have helped me create more informed plans regarding my financial plans! Very informative!” – Rahi Tajzadeh

“Great workshop, very valuable and inspiring. I would like to attend the workshop again.” – Chiedozie Megwa

“Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events.” – Mrigank Kabra

“The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops.” – Kul Makkar, Director ITA Canada

Organizers:

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group

Larry Cooper, Founder of TFN (The Finance Network)