Ottawa Construction Association

Succession Planning

Jun 21
DATE: June 21 , 2019 TIME: 9:00 a.m. DURATION: 3 hrs. LOCATION: Ottawa Construction Association, 9 Antares Drive, Ottawa, ON. OCA Member Price: $50.00 Non-Member Price: $100.00 Spaces available: 27



Succession Planning for Canadian companies is today’s hot topic, whether the goal is to keep the company in the family, sell it to management and or employees or to sell to an outside party. Why?

Recent studies have indicated that within 10 years more than 60% of owners of small and medium-size construction businesses intend on exiting their business or transferring ownership. Are you ready?

 Seminar Outline:

 How to ensure the business continues to succeed after you retire

  • Key elements of a written succession plan
  • Business valuation uses and abuses
  • Investment markets: a review of the recent turmoil
  • Building wealth and income outside your business
  • Your number, calculating retirement income requirements

2019 Speakers



Tim Grieve                           Doug McLarty                      Anne Van Delst

MerovitzPotechin LLP         MNP LLP                              GGFL LLP