PwC Workshops: Succession Planning & International Tax Considerations

Following their Speaker Series Luncheon, PricewaterhouseCoopers LLP will be running two free workshops. Each workshop will run twice, first at 1:15pm and again at 2:00pm, to ensure that those in attendance can take advantage of both information sessions.
 

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Succession Planning and Maximizing your Value on Exit

Rishi Kapoor, PwC

As entrepreneurs and business owners, you need to prepare for the eventual realities of business succession. What are my options? Who are the buyers? How can advisors help me get through this complex process and once in a lifetime event?

Find out how to set you business up for a successful exit that's right for you. During this session, you'll learn about:

• Market trends
• Merger and acquisition transaction activity
• How to prepare to sell your business
• What you should know about the sale process, including structuring considerations
• How to find potential strategic and private equity buyer

 

Rishi Kapoor
Managing Director, Corporate Finance, PwC

Rishi Kapoor is a Managing Director in the PwC Corporate Finance practise. Rishi advises clients on M&A activities, divestitures, strategic planning and valuations. He has over 15 years of direct corporate finance and investment banking experience including mergers & acquisitions, divestitures, capital raising, financings, valuations, outsourcing, pre-sale grooming and deal structuring. Rishi earned a B.Comm (with distinction) at the University of Alberta School of Business, is a Chartered Professional Accountant (CPA), holds a Corporate Finance (CF) professional designation and is a registered broker dealer - FINRA and SIPC.

 

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Doing Business Globally from Prince George - International Tax Considerations 

*Due to circumstances outside our control, Doing Business Globally from Prince George has been canceled. Please join us for the Succession Planning and Maximizing Your Value on Exit workshop.

 

Jerry Mahnger & Elisabeth Finch, PwC

Identify tax opportunities and traps when undertaking your business internationally from Canada, with a particular focus on U.S. inbound tax considerations.
 

Jerry Mahnger
Partner, International Tax Services, PwC

Jerry Mahnger is a partner in PwC Vancouver’s International Tax Services practice. He is a Canadian Chartered Accountant and has a Masters in U.S. Taxation (High Honours).
Jerry has extensive experience providing Canadian, U.S., and international strategic and corporate tax planning services for over 12 years. His experience includes advising Canadian multinational clients on tax efficient international structuring and restructuring, M&A, international financing structures, repatriation strategies, and simplifying tax administration. Jerry has advised clients in a broad range of industries, including technology, retail, real estate, forestry, and mining.
Jerry has authored a number of articles on Canadian and U.S. cross-border tax matters. He has also presented for a wide range of tax conferences sponsored by the Canadian Tax Foundation, the Tax Executives Institute, PwC, and other organizations. Jerry has also taught at Canadian CICA In-Depth tax courses for a number of years.
 

Elisabeth Finch
Partner, Transfer Pricing, PwC

Elisabeth had over five years of transfer pricing experience with PricewaterhouseCoopers’ London, U.K. team before joining the team in Vancouver in February, 2003.
A materials scientist by training, Elisabeth spent the first 11 years of her career in technical and commercial roles within the international metals and materials industry before moving into transfer pricing consultancy.
Elisabeth leads the Vancouver transfer pricing team with a broad insight into international trade in the global materials industries and in-depth experience working with multinational clients across a broad range of industries. Beyond transfer pricing, Elisabeth also leads PwC’s diversity and inclusion strategy in the BC region.