From Scaling to Succession – How CPAs can capitalize on the demographic shift – Sponsored by Jeffrey Gregory
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 it should be
How to have better, value-added conversations with your client
The succession team and your role within it
Speakers
Purdeep Sangha & Steve Wittal
Purdeep – Purdeep is a co-founder of Sell Wealthy. He’s also the co-host of the TV show Mind Your Own Business, the podcast host of CEO Anonymous, and best-selling author. Aside from his family, Purdeep’s passion is helping business owners and leaders improve their performance.
Steve – Steve is a co-founder of Sell Wealthy. A reformed corporate executive, Steve brings considerable knowledge and experience in increasing business revenues and enhancing the bottom line. Steve is also an accomplished author and speaker. Aside from his family, Steve’s passion is helping business owners and leaders build enduringly profitable companies.
Register:
Testimonials:
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 Blacburn
The talks have helped me create more informed plans regarding my financial plans! Very informative! Rahi Tajzadeh thebigleaf@gmail.com
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
Paul Calleri, Founder of TheGAAP.net, the CPA Toronto Accounting Group, and TheGAAP.net Careers.