Ask the Experts | Succession without Strangers: Options for Employee Ownership With Lerners LLP
Date and Time
Tuesday Apr 14, 2026
8:30 AM - 10:30 AM EDT
Tuesday April 14, 2026
8:30 AM - 10:30 AM EDT
8:30 AM - Registration and refreshments
9:00 AM - Program begins
Description:
For business owners considering their next chapter, selling to employees can preserve the company's culture and legacy. Join our panel of legal and tax professionals as they explore practical exit strategies-from direct sales and share freeze transactions to the newer Employee Ownership Trust framework. Using a fictional case study, the panel will walk through the key legal, tax, and commercial considerations involved in each approach, followed by an open Q&A.
Speakers
Joe Hentz: Joe practices from our London office with a focus on business, land development, and municipal law. With a background in law, accounting, and military service, he prioritizes being a trustworthy and dependable advisor to his clients.
Scott Robson: Scott advises small- and mid-sized businesses on share purchases, commercial real estate, and corporate reorganizations. With a strong background in economics and tax optimization, he provides dependable advice on complex financial and legal matters.
Meliss Aveiro, CPA, CA: Melissa is MNP’s Regional Managing Partner for Southwestern Ontario, leading the firm’s accounting, tax, advisory, and consulting professionals. She brings more than a decade-and-a-half of experience advising a wide range of clients, including owner-managed businesses and multinational corporations, to her role.
Location
London Chamber of Commerce
101-244 Pall Mall Street
London, ON
N6A 5P6
Fees/Admission
$10 for members
$35 for future member
Contact Information
Silvia Rodriguez Palacios
Send Email
Event Sponsors
