Open to All Family Enterprise Canada Family Members and Guests — Join us in Toronto for an eye-opening seminar that goes beyond the balance sheet and into the heart of what makes — or breaks — a successful business transition.

The most complex part of a business exit isn't the deal — it's the transition. For many founders and principal owners, the business is more than an asset; it's a core identity and stabilizing force within the family system. When the time comes to move on, whether through a strategic sale or a family succession, even the most sophisticated financial and structural plans can be derailed by a profound psychological shift. Without the right framework to navigate these emotional elements, transitions can stall — or worse, fracture the family dynamic entirely.

Join Heather Rose, MSW, FEA and Don Edmonds, CPA, CA, FEA of Edmonds Rose Family Business Advisors, with moderator Holly Simmons, FEA, CPF, for a fascinating and deeply practical exploration of the hidden human architecture of succession.

Moving beyond the balance sheet, this seminar explores the systemic changes required to protect both the business and the family bond.

Key themes include:

• The Identity Void — How the leading generation can move from "Owner" to a new, purposeful role without destabilizing the next generation or unconsciously pulling the system back to what's familiar.
• The Rising Generation Challenge — Navigating the tension between loyalty and independence, and the shift from inherited roles to earned authority within a legacy system.
• Structural Containment — Using governance, defined roles, and decision-right clarity to absorb emotional pressure before it surfaces as conflict, avoidance, or misaligned decision-making.
• Real-World Application — High-stakes case studies illustrating how unresolved family dynamics often appear as business problems — and how to address them effectively.

Whether you're a family navigating an upcoming transition or an advisor supporting one, this session will give you the clarity and relational framework needed to ensure the next chapter of your legacy is every bit as successful and sustainable as the first.

This is one conversation you won't want to miss.

Please note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted, particularly for any advisors attending the event.