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Navigating the transition of your business: Why the time is now

LIVE WEBCAST | February 27, 2024

Authored by RSM Canada

Event overview

For business owners, the road to retirement or a strategic exit is riddled with complex decisions and emotional crossroads. As the architect of your business and family legacy, there is immense pressure to not only preserve wealth, but to also make the right choices today to shape your business’s—and family’s—future. 

Those choices are better formulated with a well-crafted succession plan—and surprisingly a significant percentage of family-owned businesses find themselves without one. Join us for a CPE-qualified webcast on the importance of planning early for your business transition with best practices and real scenarios to help you better create a road map tailored to meet the needs of you and your business.


  • Jeremy Rubischko | Partner | RSM US LLP
  • Pat Tabor | Manager | RSM US LLP

Learning objectives

Participants who attend this session will be able to:

  • Identify the significance of early business transition planning, recognizing the potential challenges and risks associated with lack of planning
  • Explore the impact of short-term tax and regulatory implications inherent in succession planning strategies
  • Utilize best practices for successful business transitions including strategies to manage business disruption and navigate potential family dynamics

CPD credits

RSM Canada LLP is pleased to offer 1.0 CPD credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPD is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM Canada LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPD Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPD credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPD Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Specialized knowledge and applications
CPD: 1.0 credits per webcast

Event details

Date and time
Tue, Feb 27, 2024
2 p.m. ET | 1 p.m. CT

Intended audience
Business owners, C-level executives, Family office executives

60 minutes

CPE credits
One CPD credit will be issued to eligible participants



Contact your trusted Stark & Marsh Advisor or an office close to you.

Source: RSM Canada
Used with permission as a member of RSM Canada Alliance

RSM Canada Alliance provides its members with access to resources of RSM Canada Operations ULC, RSM Canada LLP and certain of their affiliates (“RSM Canada”). RSM Canada Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM Canada. RSM Canada LLP is the Canadian member firm of RSM International, a global network of independent audit, tax and consulting firms. Members of RSM Canada Alliance have access to RSM International resources through RSM Canada but are not member firms of RSM International. Visit rsmcanada.com/aboutus for more information regarding RSM Canada and RSM International. The RSM trademark is used under license by RSM Canada. RSM Canada Alliance products and services are proprietary to RSM Canada.

Stark & Marsh CPA LLP is a proud member of RSM Canada Alliance, a premier affiliation of independent accounting and consulting firms across North America. RSM Canada Alliance provides our firm with access to resources of RSM, the leading provider of audit, tax and consulting services focused on the middle market. RSM Canada LLP is a licensed CPA firm and the Canadian member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.

Our membership in RSM Canada Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise, and technical resources.

For more information on how Stark & Marsh CPA LLP can assist you, please call us at 306-773-7285.

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