Thinking About Your Business Legacy?

Articles

Finding the right path when it’s time to consider succession can be challenging. Selling your business to an Employee Ownership Trust (EOT) could be a way to protect your people, preserve your values, and realize the full value of what you’ve built without needing to find an outside buyer.

Designed for business owners with $5M–$50M+ in revenue, this exclusive session will unpack how EOTs can offer a smooth, tax-efficient exit—without requiring employees to fund the deal or putting your company in the hands of outsiders.

We invite you to join us for a half-day seminar where legal, tax, financial, and EOT experts will walk you through how this innovative structure could work for you.

Key Topics We’ll Cover:

  • How selling your business to an Employee Ownership Trust (EOT) can protect your people and legacy
  • How you can keep your business local and Canadian
  • How EOTs can save millions of dollars in taxes
  • How you can receive the full value of your business

This session is completely confidential. Attendance does not require you to disclose any plans to sell your business.

Meet the Experts

You’ll hear from a powerful panel of legal, tax, finance, and EOT experts, including:

  • David Ford, FEA, CEPA
    Business & M&A Lawyer, Clark Wilson LLP
    A trusted advisor with 20+ years of experience guiding business owners through successful exits.
  • St.John McCloskey, LL.M.
    Tax & Administrative Lawyer, Clark Wilson LLP
    Specialist in complex tax issues with a focus on long-term planning.
  • Tiara Letourneau
    CEO & Co-Founder, Rewrite Capital Advisors
    A national leader in EOTs who helped shape Canada’s legislation—bringing cutting-edge insights to owners across the country.
  • Rachel Simister, CFA
    Managing Director, Corporate Finance, BMO Bank of Montreal
    Finance strategist with deep expertise in business structuring and growth transitions.
  • David Badalucco
    Tax Partner, Doane Grant Thornton LLP
    Expert in succession and estate planning for family-owned businesses.

Attendees will walk away with a clear understanding of whether EOTs are the right fit—and how to take the next step with confidence.

Event Details

Employee Ownership Trusts: What You Need To Know
Venue: Clark Wilson LLP, 900 – 885 West Georgia Street, Vancouver
Date: Friday, May 30, 2025
Time 8:30 AM – 12:30 PM
Registration Fee: $50

All proceeds (net of online processing fees), will be donated directly to the Greater Vancouver Food Bank.

Space is limited and registration is required to attend. REGISTER NOW