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Guide to the Family Business, Canadian Edition 2003
By: Peter Leach, Bruce Ball, CPA, CA, CFP, TEP, Garry Duncan, FCPA, FCA, CFP
ISBN/ISSN/Product Number: 0-459-27913-0
Product Type: Book S.O. Annual/biannual/biennial
Anticip. Upkeep Cost: Annual editions supplied on standing order subscription
Number of Pages: 285 pages
Number of Volumes: 1 volume bound
Binding: softcover
Publication Date: 2002-11-01
Publisher: Carswell
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$39.95
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Description
This guide provides sound advice on aspects of managing a family-owned firm in Canada. The authors provide practical insight into how family businesses are different from non-family businesses and how business families function differently from non-business families. Those working in family businesses and their legal and financial advisors must understand these fundamental differences to be better prepared to meet the challenges of a family business. Drawing upon their own experience and the experiences of their partners, who have worked with thousands of family businesses throughout Canada, the authors provide sound, practical advice on key issues such as:
  • Succession and relinquishing control
  • The role of outside advisors
  • Emotional factors and conflict within the family
  • Preparing a strategic plan
Family businesses, regardless of size or sector, experience many of the same demands and difficulties. By using detailed case studies and real-life examples, the authors create an understanding of these challenges that is the first step towards dealing with them.
About the Author
Peter Leach is the Founder and Chairman of Peter Leach & Partners. With over 30 years of experience as a business advisor, teacher and facilitator working with family business owners internationally, he is seen as the "founding father" of family business thinking in the UK. Peter has worked with hundreds of business families around the world, specialising in working with multi-generational family businesses on governance issues. Clients appreciate Peter's determination to help them resolve their issues, his depth and breadth of experience within the field, and his ability to balance commercial issues with family dynamics. Peter is author of Family Businesses: The Essentials, published by Profile Books and has written a number of other books on the subject, some of which have been published in several languages. He is also frequently quoted in the UK national and international press and lectures at business schools and universities all over the world.
Bruce Ball CPA, CA, CFP, TEP, is National Tax Partner for BDO Canada LLP, and the head of the firm's National Tax Department. Bruce has over 20 years experience as a chartered accountant, providing tax advice to entrepreneurial businesses. As the National Tax Partner, Bruce oversees the firm's tax practice, providing support and leadership to the tax practice across the country. His other duties involve being responsible for risk management, internal tax management, marketing of the tax practice, and tax education for staff of the firm. Mr. Ball is also a Chartered Professional Accountant, Certified Financial Planner and Estate and Trust Practitioner, and a Fellow of the Chartered Professional Accountants of Ontario. Further, he's a Member, Canadian Tax Foundation's Board of Governors, a CICA Tax Policy Committee, CICA Tax Education Task Force and CICA Tax Courses Committee, and he is a former member of the Canada Revenue Agency's Action Task Force on Small Business Issues.
Garry R. Duncan, FCPA, FCA, CFP, was a senior tax partner with BDO Dunwoody LLP. He retired in 2005 but continues to consult on retirement, estate and expatriate planning. He was a Director and Past Chairman of the Financial Planners Standards Council.

Mr. Duncan is the author of Canadians Resident Abroad, dealing with Canadian expatriates, Migration to Canada, When I Die: Financial Planning for Life and Death and Guide to the Family Business, Canadian Edition 2003. He has presented numerous seminars and speeches for the Institute of Chartered Accountants, the Canadian Association for Financial Planners, the International Association of Financial Planners, Ontario Dental Association and the Strategy Institute. In addition, he has been featured in Canadian Lawyer, Your Money, Globe and Mail, Toronto Star, Offshore Finance Canada and CA Magazine.

CPD