06/22/2026
Business transitions rarely begin when an owner is ready to sell.
That was one of the key themes discussed during a recent Business Transition & Legacy Readiness session for CPAs, co-hosted by Wealth Stewards and Transworld Business Advisors of Ontario.
The discussion focused on exit readiness, business valuation, succession planning, deal structure, tax considerations, and the importance of starting the planning process early.
Thank you to our panelists Waldemar Halek, Mark Scarrow, and Paul Tyers, and to moderator Christy Coultice for an engaging discussion.
We look forward to continuing to support business owners and their trusted advisors through every stage of the business transition process.