Business Transition & Family Enterprise Advisory Services djb.com

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
pstringer@djb.com
905.945.5439
Andrew Walker, CPA, CA
Partner
awalker@djb.com
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