OTA Joined by BDO, RBC For Trucking Succession Planning Event


Recent studies suggest that today’s business owners are not thinking far enough ahead. While many focus on actions and strategies to secure long-term business success, a business transition plan remains at the bottom of most people’s agendas.

Join us on May 6 at OTA’s offices for “Succession Planning in the Trucking Industry” and hear from a mix of industry leaders who either sold or passed on their businesses successfully. Learn what worked and what didn’t as they explain the common roadblocks to be aware of when handing off or taking the reins of a new company; critical success factors for protecting your assets; and key strategies for integrating your long-term business strategy with a proven approach to preparing for your inevitable exit and sale of your business. The main factors driving mergers & acquisitions will also be discussed along with current trends and recent notable transactions.

The session will be moderated by Mike McCarron of the Wheels Group, who recently spearheaded one of the most talked-about M&As in the trucking industry. Joining Mike will be Jeff Noble, Director & Practice Leader from The BDO SuccessCare Program and Robert Hickey, Managing Director RBC Mid Market M&A. Our industry panel members are: Scott Tilley, President and CEO of The Tandet Group of Companies; Wendell Erb, President of The Erb Group of Companies; James Steed, President of Steed Standard Limited; and Peter Hodge, President, Peter Hodge Transport Limited.

Click here to register online.

This event is sponsored jointly by BDO and RBC:

About BDO: With over 100 offices nationwide, BDO is one of the largest national accounting and advisory partnerships in Canada. Our professionals serve both public and private organizations across a broad range of industries. As a member firm of the international BDO network, we leverage the knowledge and experience of advisors from over 1,000 offices in more than 100 countries. BDO Canada LLP, a Canadian limited liability partnership, is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms.

About RBC:  Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com.

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