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Succession Planning

Succession Planning

Episode Aired On February 26, 2025

📢 Succession Planning: Setting Your Business Up for the Future

In this episode, Tara McCaulley from the Elgin Business Resource Centre sits down with Helen Button, Associate Lawyer at Harrison Pensa, and Chris Button, retired partner from Baker Tilly Trillium, to break down the ins and outs of succession planning—because having a solid exit strategy is just as important as starting your business.

💡 What You’ll Learn:

-What succession planning really is and why it matters
-The legal and accounting must-knows for a smooth transition
-Why you need a plan before you even think about selling
-How far ahead you should be planning
-Why succession plans can change—and how to adapt
-Common legal pitfalls (and how to avoid them)
-The financial strategies that set you up for long-term success

About Our Guests:

Helen Button is an Associate Lawyer at Harrison Pensa, helping clients navigate estate planning, trusts, real estate, corporate law, and not-for-profit regulations.

Chris Button is a retired partner from Baker Tilly Trillium, part of one of Canada’s largest networks of chartered professional accounting firms, specializing in financial strategies for businesses.

🎧 Tune in for expert advice on protecting your business’s future and making succession planning work for you.