Business Continuity and Succession Planning

 

The statistics are not very encouraging: only 30% of small business are successfully passed on to the second generation and 10% to the third generations. This Workshop will look at the challenges of succession planning for small business, the key factors contributing to the failure of succession.

The presentation will also include the need for succession planning and its role in wealth transfer and legacy building. Finally, it will examine how to carry out a successful succession plan for small businesses.

 

About the Presenter:

Joshua Gogo Ph.D., CIM(R) is an Economist, a Chartered Investment Manager and a Financial Analyst with over 20 years of experiences in

Business, Economic, Finance, and Investment Consulting. He is an expert in Strategy, Planning and Performance Management.

Joshua has unique expertise in business sustainability, business transition and continuity, succession planning, wealth management, estate Planning, and tax planning. He has a Bachelor’s Degree in Chemical Engineering; MSc in Computer Information System; MA and PhD in Economics. He is a member of the CFA

Institute (Level II Candidate), Chartered Investment Manager, and a Balanced Scorecard Professional. For over 20 years, he worked for several organizations including as an Oilfield

Engineer with Schlumberger Oilfield Services; Transfer Pricing and International Tax Economist with Canada Revenue Agency, Public Servant

with the Government of Canada and in Africa, University Professor, and Corporate Executive, in several countries including Europe’s North Sea

Countries, UK, France, United States, Canada, Nigeria, Venezuela, and Algeria.

Joshua Gogo is the Principal Consultant and Chief Executive Officer at LDCS

Consulting. Joshua has been engaged in extensive research in investment, finance, economics, developing unique and innovative solutions to individual, business, private and public organizational challenges. Joshua lives in Fort McMurray with his family, and enjoys life on the water, hiking, tennis and soccer.