CHARTERED PROFESSIONAL J O NACCOUNTANTS ES BARKWELL CHARTERED PROFESSIONAL ACCOUNTANTS DURWARD & COMPANY LLP Big enough to know. SMALL ENOUGH TO CARE. Big enough to know. SMALL ENOUGH TO CARE. Business Transition & Family Enterprise Advisory Services Durward Jones Barkwell & Company LLP (DJB) understands the complexities and challenges of Family Enterprises facing a business transition. We take great pride in supporting the success of all clients while helping them transition in the best way possible. Statistics tell us that the majority of entrepreneurs and their families have no succession plan. With every generation, the chance of a successful transition decreases dramatically for various reasons. DJB recognizes the importance of not just transitioning a business, but understanding the soft issues around such a significant event. The DJB Business Transition & Family Enterprise Advisory Services team uses various tools to provide solutions that fit your goals, including: Generating a Family Business Assessment Developing a business transition & strategic plan We understand the needs and concerns of the business owner and their family. We use an approach that covers three main areas – Family, Ownership and Management. Working with your Family Enterprise leaders and team members Protecting your family’s future Maximizing tax planning opportunities DJB serves clients in a wide variety of business areas and proudly specializes in providing quality advice to Family Enterprises. Transferring the business to the next generation Assisting with a possible sale of the business A History of Success Tracing its roots back to 1940, Durward Jones Barkwell & Company LLP has a history of providing dedicated and professional service to a wide variety of local, national and international clients. Contact a member of DJB’s Business Transition & Family Enterprise Advisory Services team today. Today, the Firm’s partners and professional staff draw on this experience, offering a broad range of services to many industries. Since 2009, DJB has been a member of PKF North America, a leading association of independently owned accounting and consulting firms located across North America. Through this affiliation, DJB’s services can extend beyond our traditional jurisdictions, whether it is within North America or Internationally. Paul G. Stringer, CPA, CA, FEA Partner [email protected] 905.945.5439 Andrew Walker, CPA, CA Partner [email protected] 905.735.2140 djb.com BURLINGTON | GRIMSBY | HAMILTON | ST. CATHARINES | WELLAND 04-2015 CHARTERED PROFESSIONAL J O NACCOUNTANTS ES BARKWELL CHARTERED PROFESSIONAL ACCOUNTANTS DURWARD & COMPANY LLP Big enough to know. SMALL ENOUGH TO CARE. Big enough to know. SMALL ENOUGH TO CARE. Business Transition & Family Enterprise Advisory Services Family Business Assessment The Family Business Assessment provides family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership. Carefully crafted, easy-to-read, practical reports are generated covering six key areas: 1. 2. 3. 4. 5. 6. Strategic Planning Financial Management Workforce Management Family Governance Succession Planning Professional Advisors DJB is passionate about making a difference by providing family businesses with the information and services they need, in a cost-effective manner, to thrive today and successfully transition tomorrow. The Client Report you receive is complete with accurate, personal observations about your company, suggestions for improvement, ideas for consideration, and resources for on-going education and support. The report provides high value for a minimal investment. Your Advisor will use the results of this report to help you move towards achieving your business and transition objectives. This web-based assessment takes less than an hour to complete. It is user-friendly, costeffective, and value packed. Did you know that? According to the University of Alberta, family business generates 60% of Canada’s GDP. Need help to focus? On your business... On your family... On your legacy? In the next 5 years, 53% of family businesses in Canada plan to pass on the ownership and management of the business to the next generation. Ask about the Family Business Assessment and how this comprehensive report can assist you. Only 20% of Canadian family businesses have a documented succession plan in place. djb.com BURLINGTON | GRIMSBY | HAMILTON | ST. CATHARINES | WELLAND
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