Category Archives: Succession Planning

From Scaling to Succession – How CPAs can capitalize on the demographic shift – Sponsored by Jeffrey Gregory

Mistakes Taxpayers

TheGAAP.net Presents: From Scaling to Succession – How CPAs can capitalize on the demographic shift Sponsored by: Jeffrey Gregory Of Desjardins Financial Security Investments Inc.   An interactive online zoom training on December 5, 2023 – 7:00 to 9:00 PM Join us to learn Key themes:         Understanding the business phase your client is in Understanding the owner mindset – where it is and where

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TheGAAP.net & GTA Accountants Network present Transitioning Accounting & Tax Practices – Succession Planning, Buying and Selling- Sponsored by ADP Canada

The Great Resignation

GTA Accountants Network TheGAAP.net & GTA Accountants Network Presents a Live Webinar: Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling Sponsored by:ADP Canada Raffle: Fire TV Stick 4K Max streaming device, Wi-Fi 6, Alexa Voice Remote – The raffle prize will be presented by George Ravalico who serves as the Head Client Base Acquisitions for ADP Canada Join us

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Are you considering selling your practice? Or easing back a bit and taking in a partner?

We can help. It all starts with a quick introduction telephone conversation. We will bring the right buyers and investors to you. Email us to add us to your team To learn more, contact us at (416)876-3798 or email us at: info@thegaap. Be Safe. Sincerely yours, Paul J. Calleri, Founder TheGAAP.net CPA Toronto Accounting Group

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Eric Gilboord’s Latest Interview November 2018 (21 minutes)

Please take a few minutes and watch my interview. It’s filled with short comments on a variety of subjects. I think you may find the topics pertinent to your business. WATCH NOW Topics Covered Much older owners are now looking to get out. Next generation may have screwed up. Niche vs foreign commodity competition. Automation and leading edge technology. Innovation

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A video for Financial Advisors and Their Business Owner Clients

Successful Business Transition

In this video interview I explain how Financial Advisors can help their Business Owner clients when it’s time to transition or exit from the business. Often, bringing transition expertise and resources can help the advisor keep a seat at the table during and after the transition. If you’re an Owner you should expect no less from your Financial Advisor. To

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Wondering about life after transitioning your business?

Part 3 in our series on Business Transition ‘The Post Transition Phase’.   Click here to watch the video. https://youtu.be/9tvX7vnL4i0 Not sure what your next step is regarding transition? Click here and download a FREE copy of my book Moving Forward. Written specifically for Boomer Aged Business Owners. One of the biggest challenges they face today, is figuring out how

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Are you pruning your business to make it healthier?

Successful Business Transition

Pruning influences the direction in which a plant or business grows. Each time you make a cut, you stop growth in one direction and encourage it in another. Promote your company health by looking closely at your people, customers, vendor relationships, service and product offerings. Examine your Operations, Finance, Sales, Marketing, and HR. If you’d like an outside view, of your business, through fresh eyes

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New paths can lead to new experiences

Lewis Carroll wrote ‘If you don’t know where you’re going, any road will take you there.’   As the owner of an established business you’ve likely been on a path for a long time. Probably decades and have experienced many adventures. Some good, some not so good.    No matter how old you are and how much you’ve dealt with in

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