
| "This book is a must read for business families in their plans to transfer to the next generation of management, operation and ownership of their businesses. It provides real-world examples of these transitions and highlights the pitfalls and learning associated with succession planning" |

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Our Business Coach Podcast series, presented in cooperation with PROFIT magazine, draws knowledge, key insights and advice from a variety of leading experts including BMO subject matter experts. The following selections highlight succession planning.
Please select from the titles below to begin listening.
Selling Your Business: Succession Planning
Though perhaps the most important move any entrepreneur can make is selling their business, many entrepreneurs leave planning the sale until it’s too late. In this episode, Ian talks to Trevor Lwin, Managing Director of Mid-Market Investment Banking at BMO, about how entrepreneurs can maximize the value of their business before they have to sell.
Running Time 8:48 minutes
Succession Planning
Every business requires a succession plan but most business owners don’t plan for the future. A variety of topics are covered over the course of three interviews including the increased focus on and importance of succession planning for Canadian small business owners, the dos and don’ts when starting to craft a strategy, and the wealth management issues related to selling a business.
Running Time 30:48 minutes
Running a Family Business
Day-to-day management of a family business and the important financial issues of passing a family business from one generation to the next including how to build a succession plan are covered in two compelling interviews.
Running Time 21:03 minutes
Retire Rich: Putting your Plan into Action
Details about how Canadian entrepreneurs can start putting their retirement plans into action and ensure they’re on the right track for reaching their retirement goals is discussed.
Running Time 11:52 minutes
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