This is the Program Archive for the Toronto Business Transitions Forum.
Barry Wood is CEO of Ontario Excavac Inc, leading provider in south-central Ontario of hydroexcavation, infrastructure, renewal and improvement services... Read More
Paris Aden is a Partner and co-founder of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus... Read More
Eric Castonguay is a partner and the National Leader of PricewaterhouseCoopers Corporate Finance Inc. (PwCCF). He has experience in all... Read More
Rob is the Managing Director of BDC Capital’s Growth & Transition Capital team in Toronto. Since joining BDC in 2009,... Read More
Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... Read More
Jim is a member of the High Net Worth Planning team at BMO Wealth Management, where he leads the Business... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Jacoline Loewen is a Director of UBS Bank (Canada), with 25 years specializing in finance for the owners of private... Read More
As the Managing Partner of Collins Barrow Toronto, Harry sets vision and direction for the firm nationally and internationally, spearheading... Read More
Giselle Bodkin is a Partner with BDO Canada and valued member of BDO’s National Policy Board. She has over 25... Read More
Darin Brock joined TorQuest in 2006 and currently oversees the firm’s external relationships, managing business development and investment sourcing activities,... Read More
Don Carson, CPA, CA, is the Regional Tax Leader for MNP in the Greater Toronto Area and the National Leader... Read More
Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax... Read More
Curtis Cusinato is a partner practising corporate and securities law in the firm’s Toronto office with an emphasis on domestic... Read More
Matthew Cumming is a partner in our M&A and Securities Group in Toronto. He has expertise in a broad range... Read More
Mr. Duboc’s career is marked by his passion for entrepreneurship, his ingenuity and corporate and community leadership. Sam is a... Read More
John Francis is the Managing Director of Fraser Kearney Capital Corp., an investment company that oversees the Francis family office.... Read More
Mike McCarron is the President of Left Lane Associations, M&A advisors specializing in the Canadian transportation sector. Mike is a... Read More
Paul has extensive experience in all aspects of Fulcrum’s private equity investments including originating, executing and managing investments. He brings... Read More
Rachel is a Chartered Professional Accountant and Tax Partner with BDO Canada LLP out of Toronto. She assists clients in... Read More
Ed Giacomelli has over 25 years of experience in investment banking, corporate finance and capital markets, having advised numerous clients... Read More
Robin is responsible for providing advanced trust, estate and succession planning to affluent business owners, with a specialization in tax-effective... Read More
Steve Hartman is a founder of Industrial Thermo Polymers Limited (ITP), a leading manufacturer of extruded polyethylene foam products in... Read More
Howard is a Managing Director at Veracap M&A International and its sister firm, Campbell Valuation Partners. He advises business owners... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Jason is a member of the Lead Advisory team where he focuses on M&A, divestitures, buyouts and capital-raising activities. Jason... Read More
Luanna McGowan is the President of The McGowan Group Inc., former National Partner of PricewaterhouseCoopers, and founder of PricewaterhouseCoopers’ Centre... Read More
Doug practises mergers and acquisitions and all aspects of commercial law with a particular emphasis on company acquisitions and dispositions,... Read More
Ezer Mevorach is the C.E.O. of Mevotech LP, based in Toronto, Ontario. Mevotech is a North American market leader in... Read More
Haroon F. Mirza is the Entrepreneur in Residence of OneEleven, a post-seed tech accelerator focused on helping Canada’s most promising,... Read More
As Managing Partner and founder of Prompta Inc., a leading consultancy, Tim brings 20+ years of experience successfully leading transformational... Read More
As a senior tax partner and leader of the firm’s tax practice, with more than 22 years of extensive public... Read More
Shubo’s focus is on helping entrepreneur managed companies with Mergers & Acquisitions. He was previously an Equity Partner/Managing Director at... Read More
Ted Shoub has a corporate commercial practice and advises private companies on mergers and acquisitions, financings, corporate governance and general... Read More
Al co-founded Ironbridge in September, 2005. Prior to Ironbridge, from 2003 to 2005, he was a Partner in the Equity... Read More
David Simpson is a London based financier with a broad range of business experiences and a passion for Entrepreneurship. He... Read More
For over 25 years, entrepreneurial clients across all industries have benefited from Mitch’s ability to make strategic tax and business... Read More
Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Steve Suske is President and CEO of Suske Capital Inc. A proven entrepreneur with over 40 years of professional experience... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... 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... Read More
Jamie Windle is Director in the Transaction Advisory Services practice at BDO specializing in transaction support and due diligence services... Read More
Transitioning a family business can be a complicated process, with many issues to address and dynamics to overcome. It can be a minefield of unforeseen obstacles and challenges. In fact, for the first time in history, there could be up to four (4) different generations in the workplace at the same time! In this session, the speaker will help bring order to chaos by providing tools and perspectives to successfully navigate your family business transition. Is an intergenerational transition right for your business or would a management buyout or a sale to a third party be a better route? The speaker will help owners uncover the best options in light of individual circumstances. Examples of real life situations will be highlighted to illustrate what business owners and their families have done to effectively prepare for the biggest transition of their lives.
This session runs at the same time as Session A2.
Join Samuel Duboc in a “fireside” chat with John Francis formerly with Trader Media as he looks back in the rear view mirror on the sale of his Auto Trader publication. Yellow Pages Group acquired 65 specialized publications, including Auto Trader from Mr. Francis for $436M, 10 times earnings at the time.
When you sell or transition your business you may face a significant tax bill – in fact, if you’re not careful, you could find yourself with less than half of the purchase price in your pocket. But, if you ultimately want to sell and today is not the optimal time, there are also strategies to recapitalize in order to take some chips off the table in a tax-preferred manner. The recapitalization strategy is an opportunity to bring the concepts of cashflow financing, business valuation, and due diligence together, along with tax minimization and corporate structure planning. 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? Structure your company well in advance of a potential sale or recapitalization, and consider all of your business options to reap the benefits; or fail to plan ahead of time and pay the price. The presenters will discuss real-world examples of proper versus improper planning related to the transition of your business so that you can avoid pitfalls.
This session runs at the same time as Session B2.
If you talk to owners who have sold some or all of their businesses, you may be surprised to learn that many didn’t sell to the highest bidder. In every business transition, there are a number of key terms in addition to purchase price that are at stake. What impact will the eventual sale have on your staff, suppliers, community and legacy? What role can you expect to play after the transaction? What transaction bonuses are at stake? This session will explore what needs to be negotiated and how to gain leverage in the negotiation process to ensure the ideal fit and terms for the eventual sale of your business.
This session runs at the same time as Session B1.
Many business owners dream of cashing out, retiring and running off into the sunset, others wish to ensure that their financial legacy continues into future generations. How might insurance play a role in the preservation of capital? What challenges are to be expected after a big pay-out? What unique investment vehicles are ideal parking opportunities for the proceeds generated by the sale of some or all of your business?
You will hear from a panel of seasoned wealth and insurance experts as they suggest some of the best strategies to build your net worth. Each will share a “big idea” that all investors should have on their radar.
After attending this session, you will understand what the ideal exit team looks like and how to select the best advisors for your business. You’ll also learn what your exit team will cost and how they’ll be paid.
Hear from a panel of business owners who have sold their businesses for millions and now have the opportunity to reflect on the deal in the rear view mirror. What would they change if they were to do it all again, if anything? Would they negotiate differently, would they identify different strategic consultants or would they second guess their decision to sell? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.
You’ll learn why: