This is the Program Archive for the Calgary Business Transitions Forum.
Jamie is a Partner in Deloitte’s M&A Advisory group who leads the M&A transaction services practice in Alberta. Jamie has over 15 years of professional services experience with the past 10 years focused on providing M&A advisory to corporate and private equity clients across the transaction lifecycle including deal sourcing, due diligence, transaction agreement advisory... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with strategic succession planning solutions. He provides specialized knowledge to support his colleagues at BMO Private Banking and BMO Nesbitt Burns and their clients across Western Canada, complementing BMO’s holistic wealth management offering. With a foundation... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on the Global Executive team for Corporate Finance. The National Corporate Finance business has over 75 professionals split between M&A and Debt & Capital Advisory. M&A is focused on sell side and buy side advisory services... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman Calgary, Sunexo Solutions Inc. (a software company focused on stakeholder engagement and regulatory compliance) and Carpe Diem Sports (an Endurance Sport media company). In 2008, Paul purchased HMA Land Services Ltd. from the original founders... Read More
Cody Church is Senior Managing Director and co-founded TriWest Capital Partners in 1998. TriWest is a Calgary based private equity firm with 18 years of experience investing in 32 companies. Since inception, TriWest has successfully raised over $1.3 billion dollars with a focus on providing private equity capital to mid-market companies predominately in Western Canada.... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the Canadian Equity and Global ETF teams for RBC Wealth Management’s Portfolio Advisory Group. He joined RBC in 2001 after receiving an MBA from the University of Toronto. He first covered U.S. stocks for the Portfolio... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long history of successfully executing its disciplined absolute value investment philosophy. Today, IBV Capital provides its investment management services to select Canadian investors through managed accounts and its flagship IBV Capital Global Value Fund. Prior to... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most recently the VP of Business Development at Moore Pipe. Prior to his position with Moore Pipe, Mr. Buckman held senior management roles as Executive VP Business Development of Ignite Energy Services (a private equity portfolio... Read More
Bryan Haynes has over 23 years of experience in commercial transactions and business law, with a focus on private mergers and acquisitions including cross border transactions. Bryan represented RTL-Westcan Limited Partnership, a leading hauler of bulk commodities in Western and Northern Canada, in connection with the sale of its operating business to Kenan Advantage Group... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner clients explore succession, tax, retirement and estate planning issues. His guidance supports clients in their relationship with their external professional advisors, with whom Coady frequently interacts. His expertise includes tax and estate planning for business... Read More
Dave Mason has been in the investment industry for over 27 years. His career began in 1988 as an investment advisor, focusing on private client’s money management needs before transitioning to the institutional side of the business (pension plans, foundations and corporate clients throughout Western Canada) in 1994. Dave worked with UBS Global Asset Management... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar, start-up, and mid-market companies in diverse industries including oil & gas, technology, and food manufacturing. One of Lori’s successes was as President and part owner of a food processing company, a company she was brought... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in the range of $1M to $500M. Founded in 1999, GRB grew for over 12 years, following which it merged with WSP Canada. At WSP Rick served as National VP Oil and Gas as well as... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law with a particular emphasis on income tax, and corporate and estate planning for privately owned businesses. Bob represents clients in a number of industries, including development, holding, wealth management, drilling, engineering and food distribution companies.... Read More
Matthew Kellow is Managing Director, Growth & Transition Capital for the Prairies region, and is based in our Calgary office. With more than 10 years’ experience as a senior debt, mezzanine and equity provider, Matthew has structured mezzanine investments, equity infusions and helped manage major transactions in fields such as construction, energy, manufacturing and technology.... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting Purchasers on acquisitions and also helping Sellers prepare for sale. Prior to Canada, Alex was previously based in China and other parts of Asia performing Deal related work, and also work in London, England performing... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has been working in the investment industry and advising wealthy families on how to achieve their life and investment goals for over a decade. He has extensive experience working with business owners who are transitioning from... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and is a member of the firm’s Executive Committee. Prior, he was a partner in the law firm of Burnet, Duckworth & Palmer LLP, with a focus on merger and acquisition activities and corporate finance. Jeff... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the firm. From 1998 to 2010, Mr. MacBean served as the CEO and Director of Diamond Energy Services, an energy services company that he founded. Prior to that role, Mr. MacBean was employed by ARC Financial... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt and equity financing. His expertise is primarily related to delivering M&A and financing advice to private and public companies with enterprise values between $25 million and $250 million. He has advised clients on a number of transactions... Read More
Allison Maher is the co-founder of Family Wealth Coach Planning Services, a Canadian firm based in Calgary, Alberta. Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. Family Wealth Coach specializes in working with multigenerational family offices, family businesses and high net worth individuals, with... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision was inspired by his early years in large Canadian investment firms, knowing a better way existed. In 1999 he and his three partners – two of which remain active in the company – created McLean &... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax specialist practicing in Calgary with Moodys Gartner Tax Law LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals.... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil & gas industry for the past 19 years specializing in the smart tool pipeline inspection sector. As one of the owners of Onstream, Chad has helped develop and grow Onstream from its infancy to a... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals, sales and leasing companies, as well as Canada’s number one Hino Diesel truck group, Hino Central, and Klondike Motors GM and Coach Auto Sales. Originally operating as Grove Rentals and Leasing beginning in 1978, Jeff... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as to oversee day-to-day operations. Establishing his career path through a Bachelor of Science in chemical engineering followed by a MBA in international management, Warren has paired his technical training with the management and marketing of... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations in Hong Kong, Jakarta, London and five Canadian cities. Basil was Chairman and CEO from the founding through to the sale. In the mid 1990’s, Dr. Peters went on to work in Silicon Valley as... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an international accounting firm, served as board president of the Calgary chapter of the CFA Society , and also served as VP Corporate Development for a private energy services company. In addition to managing all aspects... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. Cindy draws on over 25 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices in her practice. She uses her skills to... Read More
Alfred Sailer is Managing Director, M&A Advisory Services at ATB Corporate Financial Services. ATB is striving to be the bank for entrepreneurs. The ATB M&A Advisory Services group advises Alberta entrepreneurs as they grow, transition or transact through any stage of the business life cycle. The group’s focus is to assist business owners in three... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around the globe for the past 30 years. He has been involved in hundreds of transactions in energy, industrial and diversified sectors. Aroon’s expertise includes sourcing, negotiating, and structuring sale and purchase transactions; raising capital; and... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner & General Manager, successfully built and sold another small business, negotiated buying, and selling other businesses, and spent years studying as a transition planning consultant. Dave started Business Transitions Plus to fulfill his passion for helping... Read More
Tony Smith, CA, is a Partner in MNP’s Calgary office. A member of the firm’s Assurance Services team, Tony also serves as managing partner ofCalgary’s Private Enterprise group. With more than 30 years of experience, Tony understands the wide variety of challenges business owners face. An astute advisor, he provides input and practical solutions for... Read More
Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr. Story practices corporate and securities law, including public and private capital markets offerings, private equity and venture capital funds, mergers and acquisitions and corporate governance. Mr. Story’s corporate finance practice includes advising issuers, major investors... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving advisors and their high net worth (“HNW”) clients across Canada. Kevin is responsible for providing integrated tax-based planning advice to Scotia Wealth Advisors, Relationship Managers, Financial Consultants, and their HNW clients, as well as Financial... Read More
John Warrillow is the founder and C.E.O. of The Value Builder System, a statistically proven methodology for improving a company’s value by up to 71%. John is the author of the bestselling book Built to Sell: Creating a Business That Can Thrive Without You, which was recognized by both Fortune and Inc Magazine as one... Read More
Devin is a Managing Director of Grant Thornton Corporate Finance Inc. and leads our corporate finance practice in Calgary. Devin has over eighteen years of financial advisory, audit, and accounting experience with Grant Thornton. Devin specializes in mergers & acquisitions, divestitures, business valuations, and corporate finance. He has provided valuation reports and financial analysis for... Read More
This is the Program Archive for the Calgary Business Transitions Forum.
How does the current mergers and acquisitions environment in Alberta recalibrate when the Energy sector continues to look for upward momentum? How does the current cycle impact business owners that are thinking of transitioning in the coming years? How will financial markets, interest rates and/or the Canadian dollar impact potential transition outcomes and your ability to sell some or all of your business in the short term or long term? How does today’s market environment affect details like terms and multiples?
What trends are set to impact the biggest transaction of your life?
Whether the sale of your business is on the horizon or many years away, most experts agree that it can take years to optimally structure a company to increase the probability of a successful sale, especially in today’s tougher market. Whether you’re approaching retirement or still in the game, currently thinking about selling or not, who’s to know if and when a knock may come at your door? What exactly should you be doing now in order to get your business ready?
This presentation will provide a high-level overview of the process of selling a business and the things that can help enhance value so that you can start preparing, mitigate risk, improve upside and ultimately secure the reward you deserve when the time is right.
Recurring revenue is the holy grail for an acquirer and the secret sauce for driving up the value of your business. If you can demonstrate that your sales will continue long after you’re gone, an acquirer will pay more to buy your business today.
In this ground-breaking session, John Warrillow, the Author of The Automatic Customer and Founder of The Value Builder System™ will reveal:
If you’re keen to maximize the value for your business, don’t miss this unique opportunity to see how you can create automatic customers no matter what industry you’re in.
You’re contemplating ways to turn years of hard work into cash, but what are your options? Should you look to your senior management team as potential investors, assuming they are interested and able to invest in your business? Should you look outside your firm for strategic buyers? Could private equity, traditional and non-traditional lenders or other entities provide liquidity opportunities? In this session a panel of experts will help you learn what distinguishes different classes of buyers, depending on your size of business, and what other options are available to you to generate capital. A variety of scenarios will be specifically addressed, including the pros and cons of options to “go liquid.”
If you have been a beneficiary, trustee or creator of a family trust – or have been thinking about putting a family trust in place – you likely have found your experiences and discussions about family trusts to create more confusion than clarity. Family trusts often hold a significant amount of a family’s wealth – especially if the trust owns (or owned) shares of a family business. Yet the beneficiaries may be (or may be perceived to be) ill prepared to receive vast amounts of wealth. This situation, as explored through real life examples, can have unintended outcomes. In this session, the speaker will provide an introduction to family trusts in the context of family businesses and share examples where things can go sideways. Against this background, thought leadership in trust governance will be explored to illustrate how trusts can prepare the rising generation to further your family’s financial, social and personal goals in the context of a family business.
This session runs at the same time as Session A2.
While the idea of providing unfettered access to confidential information pertaining to your business may sound scary, it is standard operating procedure when it comes to transitioning your business to an outsider. While you will only go through this process with a buyer who is qualified, committed and has agreed in writing to keep the information confidential, many deals collapse at the due diligence stage. The buyer will be on the lookout for red flags or trouble spots or try and grind value. This is your opportunity to learn about the major deal-breakers so that you can prepare for them, protect your price and maintain momentum during this crucial phase.
This session runs at the same time as Session A1.
Join Conference Chairman Cody Church in a “fireside” chat with Jeff Polovick, as they discuss the unique sale of DRIVING FORCE, one of Canada’s largest independent vehicle rentals, sales and leasing companies, which Jeff founded in 1978.
When you sell or transition your business you may face a significant tax bill. Your tax obligations could be complicated by many factors such as: tax obligations in more than one jurisdiction; the desire to use certain exemptions or rollovers; a plan to gift shares; a sale of assets versus shares; the tax attributes of your company; owning passive investment assets in your corporation; cross-border activity; and much more! Fortunately, there are a number of opportunities to reduce or even eliminate tax, with the right preparation and enough time to implement. The moral of the story? Establish your structure and get your “tax ducks in a row” well in advance of a potential sale or transfer of your business and reap the benefits. The presenters will discuss real-world examples of proper versus improper planning related to the transition of your business so you can avoid pitfalls.
This session runs at the same time as Session B2.
You’ve spent all your time and energy on building and selling your business and now it’s time for the hard part. That is, ensuring your family, legacy and financial success remains intact and continues to prosper. Our assembled panel has worked with business owners and family offices around the globe and will share positive experiences, some common challenges, your endless options, and immediately actionable best practices one must undertake before and after selling their life’s work.
This session runs at the same time as Session B1.
It’s often possible to sell your business for much more if you do everything right. Unlike selling shares on the stock exchange, or a home in the residential real estate market, the market for selling your business is described as “inefficient” by economists. In an inefficient market, the price you receive can be significantly affected by the selling process. Plan and execute the process well and you could increase the price of your company by as much as 50%.
You’ll learn why:
The successful sale of a business involves many moving parts, making it the largest and possibly most complicated transaction of your life. You can’t do this alone, you will need a team of professionals to help you successfully sell your company. The right team will get you the best price, terms and most importantly, ensure that the transaction closes. Different sizes and types of organizations will require different specialized advisors.
After attending this session, you will understand what the ideal exit team looks like for your business, and how to select the best advisors. You’ll also learn what your exit team will cost and how they’ll be paid.
This unique workshop is an opportunity for you to work shoulder-to-shoulder on your business with John Warrillow, one of the world’s leading thinkers on building a sellable business.
Warrillow is the bestselling author of Built to Sell and The Automatic Customer, books both Forbes and Inc. Magazine have rated as their top picks for business owners. The host of what Forbes calls one of the top 5 business podcasts of our time, Warrillow will lead you through eight unique strategies for driving up the value of your business.
If you’re like a lot of owners, you use your Profit & Loss statement as your report card at the end of the year. You may even use your P&L to figure out what your company is worth by applying a multiple to your profit. Having worked with more than 20,000 entrepreneurs, Warrillow has seen examples of companies that fetch up to three times more than the average price for companies in their industry. On the contrary, he’s seen cases where companies are worth less than half the average multiple of their peer group.
Why would one company be worth two or three times more than a comparable company in the same industry?
Warrillow has discovered that there are eight factors that actually impact your company’s value more than the industry you’re in or the revenue your company generates.
During this informative and engaging workshop, you’ll learn how to:
“I’d already read John’s book, “Built to Sell” (which is extraordinarily good) so I was expecting a great Keynote at the National Accountants Conference. It wasn’t great… it was outstanding. I was fascinated by his ideas on building automatic customers and building business value. If you care about the value of your business you must go and see John live.” – Mark Wickersham
“As a business owner, I like speakers who give me ideas I can put to work right away. John delivers this take-home value in spades.” – Greg De Koker
“John is a superb speaker who combines his personal passion for small business with critical thinking and real-world examples. For entrepreneurs […] John is a compelling thought leader.” – Elizabeth Williams