Meet The Faculty
The Continuity Series
The Continuity Series brings together experienced professionals from business operations, accounting, business transition, law, and estate planning. Together, they provide business owners with practical insights across the key areas involved in preparing for the future of their business and their wealth.
Each faculty member contributes a unique perspective, creating an integrated educational experience designed to help business owners make more informed decisions and plan with greater confidence.
An Integrated Perspective
Business continuity is rarely a single-discipline conversation. Operational readiness, tax planning, business value, legal structure, and wealth preservation all play important roles in shaping future outcomes.
The Continuity Series brings these perspectives together in one educational experience, helping business owners better understand how today's decisions can influence tomorrow's opportunities.
Jen Couldrey
EOS Implementer®
EOS Worldwide
Seminar Topic | Operational Continuity: Building a Business That Can Thrive Beyond Its Owner
Jen Couldrey helps business owners build organizations that thrive- with or without their founders. As a Certified EOS Implementer®, she works with leadership teams to create the clarity, accountability, and structure needed to strengthen operations, develop leaders, and reduce owner dependency.
Over the past 15+ years, Jen has helped hundreds of entrepreneurial leadership teams build the internal foundations that make for well run businesses that consistently achieve their goals. Her experience includes leadership roles in business, consulting, and the non-profit sector, bringing a practical, hands-on perspective to the challenges business owners face as they prepare for the future.
Scott Cloutte
Partner, CPA
McCarney Group LLP
Seminar Topic | Tax Planning: Understanding the Financial Impact of Transition
Scott brings over 25 years of experience in tax advisory, with a strong focus on supporting owner-managed businesses and their families through complex planning decisions. He began his career at KPMG Toronto, where he spent thirteen years gaining a broad exposure advising entrepreneurs and business owners across a wide range of industries, developing deep expertise in tax-efficient structuring, succession planning, and long-term wealth preservation.
Since joining McCarney Group in 2014, Scott has led the firm’s tax practice, working closely with business owners, families, and their advisors to develop practical, tax-efficient strategies for business succession, estate planning, and intergenerational wealth transfer. He is passionate about helping clients navigate the transition of their businesses and wealth with clarity and confidence.
Pratik Mehta
Co-Founder, CPA
Everyday Exits
Seminar Topic | Business Transition: Preparing For What's Next
Pratik Mehta works with owner-led businesses to help them understand, build, and preserve business value as they prepare for future transition opportunities. Drawing on experience across accounting, tax, transaction advisory, mergers and acquisitions, and executive leadership, he brings both technical expertise and practical business insight to the succession planning process.
Having successfully scaled and exited businesses of his own, Pratik understands the opportunities and challenges business owners face when preparing for the future. His perspective combines professional advisory experience with firsthand experience navigating the realities of ownership transition.
Julian Franch
Partner, JD, MBA
Cassels Brock & Blackwell LLP
Seminar Topic | Legal: Creating Structure, Clarity, and Protection
Julian Franch advises business owners on the tax, estate, and succession planning considerations that arise throughout the life cycle of a business. His practice focuses on helping privately owned companies and entrepreneurs navigate ownership transition, business succession, and planning opportunities before and after significant liquidity events.
Drawing on extensive experience in tax and estate planning, Julian takes a holistic approach to helping business owners prepare for the future. He regularly collaborates with accountants, financial advisors, and other professionals to develop strategies that support long-term continuity, preserve value, and create flexibility for future generations.
Harsimran Braich
Partner, CFP
Estately Wealth
Seminar Topic | Wealth Continuity: Preserving Wealth Across Generations
Harsimran Braich works with business owners and high-net-worth families to address the complex tax and estate planning challenges that can arise during the transfer of wealth and business interests. Drawing on an engineering background and a systems-based approach to planning, he helps families identify opportunities to preserve wealth, improve tax efficiency, and prepare for future generations.
Working alongside tax and legal advisors, Harsimran specializes in strategies that support business succession, estate planning, and long-term wealth continuity. His focus is helping business owners better understand the financial implications of transition and the planning opportunities available to protect what they have built.
An Integrated Educational Experience
Business continuity is rarely a single-discipline challenge. Leadership readiness, tax planning, business value, legal structure, and wealth preservation all play important roles in shaping future outcomes.
The Continuity Series brings together experienced professionals from each of these areas to provide business owners with a more complete understanding of the opportunities, risks, and decisions involved in planning for the future.
Together, these perspectives help create a practical educational experience designed to support more informed decision-making and long-term continuity.