CLICK HERE FOR ZOOM LINK

Running a family business means balancing legacy, relationships, and long-term financial security, all while keeping the business thriving. This presentation is designed to help family business owners understand the true value of what they’ve built and learn how to protect it, grow it, and eventually transition it with confidence. Whether you are years from transitioning or just starting to think ahead, this session will give you clarity, tools, and confidence to make informed decisions - for your business, your family, and your legacy.

In this session, family businesses will learn:

• What your business is really worth and why most owners underestimate their value.
• How to maximize that value through stronger processes, recurring revenue, diversified customers, and clear financial statements.
• How to integrate business value into your personal and family wealth plan, ensuring your retirement, estate, and succession goals all align.
• How to prepare the next generation, develop management succession, and reduce reliance on the owner so the business can thrive beyond you.
• How and when to extract value tax-efficiently, whether you're selling to family, management, or an outside buyer.
• Strategies on how to structure your business, including using holding companies, trusts, and the capital gains exemption to protect and multiply family wealth. 

Whether you are years from transitioning or just starting to think ahead, this session will give you clarity, tools, and confidence to make informed decisions - for your business, your family, and your legacy.

MEET YOUR PRESENTER:

Lauren Chaulk, CFP®, RRC, CEPA – Executive Financial Consultant

Lauren Chaulk is a CERTIFIED FINANCIAL PLANNER® (CFP) professional who believes in partnering with clients and their families to build long lasting relationships and a lifetime of financial success. She graduated from Dalhousie University with a Bachelor of Commerce degree, majoring in Finance, and holds both CFP® and Registered Retirement Consultant (RRC) designations.

Lauren became a Certified Exit Planning Advisor (CEPA) to help local business owners grow, maintain, and eventually exit their business. Lauren excels at simplifying complex financial situations into easily understandable solutions for high-net-worth individuals and their families.

Lauren lives in Halifax, Nova Scotia with her husband Lee, daughter Kimberly, son Scott and their dog Tucker. She enjoys sailing, curling, yoga, camping and hiking but most of all spending quality time with her friends and family.

Please note: when registering for one of our events, you are agreeing to be a part of our general email list. We never publish, rent or sell our list and you can unsubscribe anytime by following the instructions at the bottom of any email from us. Purchased tickets can be issued a refund given 72 hours of notice. If you have any questions, please contact: info@familybusinessatlantic.ca