Planning for Succession to Employee Ownership: Webinar
Did you know that roughly half of private business transitions are considered ‘involuntary’, and that three out of four owners regret how it played out a year after the sale? It doesn’t have to be that way!
If you're part of a family business, you understand that succession isn't just about numbers - it’s about people, purpose, and preserving what you’ve built.
Join us for a practical and eye-opening session on a new option now available in Canada: the Employee Ownership Trust (EOT) - a succession strategy that allows you to sell your business to your team, while protecting your legacy and potentially qualifying for a $10M capital gains tax exemption.
Hear from Pete Walker of Boughton Riverview Consulting, and Josh Golden of TXI to learn how employee buyouts are designed to enable an exit that combines a fair price with safeguarding the legacy of the business - with the opportunity to have the first $10M in capital gains tax exempted.
Whether you're planning for succession in 5 years or just starting to think about your exit, this is one conversation no family business owner should miss.
MEET OUR SPEAKERS:
Pete Walker, Boughton Riverview Consulting
A Certified Exit Planning Advisor (CEPA), Pete leads business owners through a self-reflection exercise to help them write the ’Story of You’ they want to create, and guides owners and their teams through the transition to an Employee Ownership Trust. Previously, Pete was an advisor to a federal regional economic development cabinet minister, and Big 5 Canadian bank executive leader known for the high performance of his teams across product, risk and supply chain management domains. He is a graduate of Yale University (BA) and Ivey Business School (MBA – Honours).
Josh Golden, TXI
Josh Golden is a serial entrepreneur, advisor, and investor with a particular focus on organizations who achieve competitive advantage by treating human beings well. Among his portfolio of ventures, Josh founded TXI, an agency that specializes in the development of intelligent digital products, which he sold to its employees via an Employee Stock Ownership Program in 2022. Josh is an active advocate for the adoption of employee ownership in both the US (where he spent much of his career) and Canada (where he now happily lives as one of the few Canadians who has ever completed such a transaction).
Choose this if you are an active FBA member.
Choose this option if you are not an FBA member, and want to learn more about our Association.
(America/Halifax)
29 Participants
© Copyright 2026
