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Program Archives

Mark Brodkin

Mark Brodkin
Private Equity National Head, Roynat Capital

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

Alan Chettiar leads FirePower’s M&A  Advisory team and sets its strategic  direction. As a former principal at a  boutique investment... Read More

Wilson Acton

Wilson Acton
Managing Partner, Tall Grass Ventures

Wilson is a serial entrepreneur and 4x tech start-up founder with an extensive background in M&A, capital markets, venture building... Read More

Axel Christiansen

Axel Christiansen
Partner, Relay Transition Partners

Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More

Julie Afanasiff

Julie Afanasiff
Managing Partner, Sequeira Partners

Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More

Darren Benson

Darren Benson
Managing Director, Mergers & Acquisitions, National Bank of Canada

Darren Benson is the Managing Director & Co-Head of the National Client Group’s M&A advisory team. Darren has over 25... Read More

Andrew Burt

Andrew Burt
Partner, FASKEN

Andrew Burt is a banking & finance lawyer in Fasken’s Calgary office advising a wide range of borrowers and lenders... Read More

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More

Scarlett Crockatt

Scarlett Crockatt
MBA | Vice President & Head, Business Lending, Roynat Capital

Scarlett Crockatt is VP & Head of Business Lending at Roynat Capital (wholly owned subsidiary of Scotiabank). Her national business... Read More

Pamela Draper

Pamela Draper
President & CEO , Pateno Payments Inc. and Bitvo Inc.

Pamela Draper is the President and CEO of Pateno Payments Inc., a firm that provides development solutions in the payments... Read More

Anne Evamy

Anne Evamy
Owner & Advisor, Junction Point Inc.

Having successfully started, operated, and sold various businesses, has led Anne to her current roles are as an advisor for... Read More

John Evans

John Evans
Founder & CEO, EverLine Coatings

John Evans is the Founder of EverLine Coatings and Services – a parking lot line striping and pavement maintenance brand... Read More

Shauna Feth

Shauna Feth
President & CEO, Alberta Chambers of Commerce (ACC)

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Ryan Giles

Ryan Giles
Senior Managing Director, Triwest Capital

Ryan Giles joined TriWest Capital Partners in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where... Read More

Cheryl Grant

Cheryl Grant
Managing Director, Grant Thornton Corporate Finance Inc.

As a Transactions Partner, I provide expert advice and guidance to privately held companies and business owners on mergers, acquisitions,... Read More

Georgia Grundmanis

Georgia Grundmanis
M&A Advisor, BFL Canada

Georgia is an Advisor at BFL Canada, the largest independent insurance brokerage in Canada. The BFL M&A team is a... Read More

Constantine Hatzipanayis

Constantine Hatzipanayis
Partner, Growth Equity Partners, BDC

Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More

Jonathan Herman

Jonathan Herman
CPA, CA, ICD.D, President, Private Equity, KV Capital

Jon leads the operation of KV Capital’s private equity team to form new business partnerships and the leadership of our... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, J.B. & Co. Ltd.

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in the 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.

Matt Knight

Matt Knight
Executive Director, Alberta Business Family Institute

Matt is the Executive Director of the Alberta Business Family Institute responsible for developing and delivering research, education and programming... Read More

Kleo Landucci

Kleo Landucci
CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal

Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More

Meghan Bell

Meghan Bell
Senior Associate, Dentons

Meghan Bell is a senior associate in our Litigation and Dispute Resolution group based in Edmonton, practicing extensively in corporate commercial matters... Read More

Dean Koeller

Dean Koeller
President, Calvert Home Mortgage Investment Corporation

Creator, builder, innovator, and community advocate. President of Calvert Home Mortgage, Board Chair of Simplicity Global Solutions and volunteer board... Read More

Debby Carreau

Debby Carreau
CEO & Founder, Inspired HR Ltd

Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More

Randy Koroluk

Randy Koroluk
Deal Maker & Founder, Alberta Business Exchange

Randy Koroluk is an entrepreneur who has owned and sold several businesses. During the late 90s, Randy tried to sell... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More

Chris LaBossiere

Chris LaBossiere
CEO, Altitude Investments

Chris is a risk taker, communicator, and entrepreneur.  Many entrepreneurs strive to leave a personal legacy behind in business and in... Read More

Andrew Kemper

Andrew Kemper
Partner, Capital West Partners

Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Steve Chen

Steve Chen
VP & Head, First West Capital

Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More

Tom Kramer

Tom Kramer
President & CEO, Smith Cameron Group

Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners.  Tom subsequently completed 6 strategic... Read More

Dino Deluca

Dino Deluca
Chief Operating Officer, TriWest Capital Partners

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane leads EY’s Strategy and Transactions practice for Western Canada  and is a Partner in the M&A advisory practice at... Read More

Jeff Litster

Jeff Litster
President, Fidelity Manufacturing Group

As President, General Manager, and Co-Founder of Fidelity, Jeff has more than two decades of experience as a mould maker... Read More

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

BDC | PRESENTING

BDC | PRESENTING

Paul Barbeau

Paul Barbeau
Partner, McMillian LLP

Paul Barbeau has extensive experience in capital markets law and securities offerings, public and private mergers and acquisitions (M&A), asset... Read More

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Rob Bertram

Rob Bertram
CEO, Ideal Products

Rob is the perfect definition of a successful entrepreneur. He has founded multiple companies since his birth in 1972; ranging... Read More

Lesley Bowman

Lesley Bowman
Director, Park Paving Ltd.

Cheryl Lockhart

Cheryl Lockhart
Partner, Omni Management Consulting Alliance

Welcome to the 3rd annual Business Transitions Forum in Edmonton. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Ted Bradshaw

Ted Bradshaw
Expert EOS Implementer, EOS Worldwide

Ted began his journey 25 years ago with Xerox and IBM. He discovered his passion for entrepreneurship acquiring an unprofitable... Read More

Shannon Chmelyk

Shannon Chmelyk
MBA Principal, Collingwood Capital

Shannon Chmelyk has over 20 years of experience finding business opportunities and getting deals done. His career began in market... Read More

Kristi Miller

Kristi Miller
Managing Partner, Krystal Growth Partners

Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.

Eric Colberg

Eric Colberg
Domestic Tax Partner, BDO Transaction Advisory Services Inc.

Eric Colberg is a Domestic Tax Partner in BDO’s Red Deer office. He is known for his background in oil... Read More

Chad Danard

Chad Danard
Senior Managing Director, TriWest Capital Partners

Chad is a Senior Managing Director at TriWest Capital Partners, a Calgary-based private equity firm that has raised over $1.25... Read More

Kristin Delwo

Kristin Delwo
Founder and CEO, Stacks

Ms. Delwo is a local small business owner/operator turned startup entrepreneur who’s sold Alberta-made products in 37 countries and counting.... Read More

Geoff Devereux

Geoff Devereux
Director, First West Capital

Based in Vancouver, Geoff is responsible for deal origination and execution, investment analysis, and ongoing portfolio management. Geoff is passionate... Read More

Darrell Friesen

Darrell Friesen
General Manager, Jet Label 

Born and raised on a grain and livestock farm in Swan River, Manitoba, instilled many of the values which provided... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

Welcome to the 5th annual Business Transitions Forum in Calgary. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Brad Gaulin

Brad Gaulin
CEO, CEvO Solutions Inc.

P.Eng., MBA, is a serial entrepreneur & business coach that has been growing organizations for over 13 years as a... Read More

Dena Gillies

Dena Gillies
Partner, Omni Managing Consultant Alliance

In today’s highly competitive marketplace, how can an entrepreneur or small-business owner get a competitive advantage? By enlisting the proven... Read More

Mike McIsaac

Mike McIsaac
CEO & Managing Director, Baker Tilly Canada Corporate Finance

Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More

Kira Gregson

Kira Gregson
Partner, Sequeira Partners

As a Partner at Sequeira Partners, Kira leads the Edmonton valuations practice. Kira brings more than 12 years of experience... Read More

Mick MacBean

Mick MacBean
Senior Managing Director, TriWest Capital Partners

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance and financial... Read More

Ceilidh Hemmati

Ceilidh Hemmati
Partner, Bennett Jones LLP

Ceilidh Hemmati has a general corporate and commercial practice with a focus on mergers and acquisitions, financial services, and private... Read More

Ashley Hoffer

Ashley Hoffer
Director of Operations, Electrogas

Ashley Hoffer is Owner and Director of Operations at Electrogas Monitors Ltd, a gas detection and safety product company servicing... Read More

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Brian Jones

Brian Jones
CEO, HCI Filtration Inc.

HCI Filtration Inc. is a company established to acquire, improve and grow N American businesses operating in the industrial filtration... Read More

Julia Loney

Julia Loney
Partner, McMillian LLP

Julia Loney is a partner in McMillan’s Calgary office. As a transaction-focused lawyer, she represents clients on a variety of... Read More

Jerry Koonar

Jerry Koonar
Vice President & Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Todd Millar

Todd Millar
President & CEO, TEC Canada

Don Montgomery

Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions

Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Diana Noble

Diana Noble
Business Coach & Consultant, Noble Choice Coaching

Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More

Rob Normandeau

Rob Normandeau
President, SeaFort Capital

Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More

Chris Micetich

Chris Micetich
Founder, President, and CEO, Brassdome Group

Christopher G. Micetich is an accomplished Author and Serial Entrepreneur with over three decades of experience founding and running businesses.... Read More

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

Fasken | Venture

Fasken | Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Andy Fraser

Andy Fraser
President and CEO, NCSG Crane & Heavy Haul

Vaughn Penner

Vaughn Penner
CEO, Independent Crop Inputs Inc.

Vaughn acts as CEO at ICI. Prior to working with ICI, Vaughn completed a career with BMO Nesbitt Burns as... Read More

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

Ms. Delwo is a local small business owner/operator turned startup entrepreneur who’s sold Alberta-made products in 37 countries and counting.... Read More

Kelly Nicolson

Kelly Nicolson
Regional Director of the Prairies region, Roynat Capital

Experienced banking leader with a demonstrated history of working in the financial services sector. Skilled in leadership, product management, sales,... Read More

Jason Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More

Jamie B. Schwitzer

Jamie B. Schwitzer
CFA, Chief Investment Officer, Westcap

Jamie Schwitzer holds the office of Vice-President with the Manager. Mr. Schwitzer has over 20 years of investment management experience during... Read More

Ryan Norton

Ryan Norton
Managing Director, Grant Thorton LLP

As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More

Vernon Sabeski 

Vernon Sabeski 
Founder, All-Net Municipal Solutions

With a university degree and a few years of public sector experience, Vern bought a used computer from a classified... Read More

Josh Remai

Josh Remai
CEO, Span West

Josh Remai grew up immersed in the construction industry. He started sweeping floors on his father’s construction sites in the... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

Previously led MuniSight as it’s company President, transforming it into one of Alberta’s fastest growing companies, and a leader in its category.... Read More

Chris Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Evelyn Riedlinger

Evelyn Riedlinger
Vice President, Transactions & Corporate Finance, EY

Evelyn is a Vice President with Ernst & Young Orenda Corporate Finance Inc. with over 10 years of public practice... Read More

Jesse Douglas

Jesse Douglas
Chief Executive Officer, Wolverine Energy and Infrastructure Inc.

Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More

Erick Hamdan

Erick Hamdan
CFO, Leder Holdings Ltd

Erick is the CFO of Leder Holdings Ltd., an Alberta based private holding company and family office with investments in real estate, steel fabrication, hospitality, energy production, and public/private equities.  His primary responsibilities include investment management, strategic capital allocation, and the oversight/governance of operating companies.  Since August 2019, Erick has also served as Interim President focused on leading specific operating company initiatives & developing the leadership capabilities of our family executives as part of the succession plan.

Dalyce Seitz

Dalyce Seitz
CIM | Portfolio Manager, Private Clients and Foundations, Leith Wheeler Investment Counsel Ltd.

Dalyce Seitz joined Leith Wheeler in March 2020, after eight years with Scotiabank and Scotia Private Investment Counsel. She is responsible... Read More

Kayla Shepard

Kayla Shepard
Business Development Associate, True North Mergers & Acquisitions

Kayla’s passion for entrepreneurship and its ability to create immense value and impact in the world led her to join... Read More

True North | Venture

True North | Venture

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | Venture

BDO | Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More

Ian Reynolds

Ian Reynolds
Partner, Bennett Jones LLP

Ian Reynolds specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ben Sawatzky

Ben Sawatzky
President and Member of the Board of Directors, B.D.K. Properties Ltd

Ben was born and raised on a farm in Paraguay. He is an avid linguist. He grew up speaking Low... Read More

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

Welcome to the 1st annual Business Transitions Forum in Winnipeg. We are excited to be back to in person events and thrilled to be expanding the conference to Winnipeg! We are bringing together entrepreneurs and experts sharing their insights and stories about the process of selling, growing, and transitioning businesses. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Ryan Vestby

Ryan Vestby
CEO, CompuVision

Ryan Vestby is the CEO of CompuVision, one of Canada’s largest IT managed service providers. Ryan started with CompuVision as... Read More

Bryan Haynes

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Allan Sawiak

Allan Sawiak
Partner, Taxation, Kingston Ross Pasnak LLP

Allan Sawiak joined Kingston Ross Pasnak LLP in 2000. Allan specializes in the area of taxation with a focus on... Read More

Evan Siddall

Evan Siddall
Chief Executive Officer, AIMCo

Evan Siddall joined AIMCo as Chief Executive Officer in July, 2021. Previously, Evan served as President & Chief Executive Officer... Read More

Susan Fulford

Susan Fulford
Managing Director, Dynamic Legacy Inc.

As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

David’s aviation career started with commercial flight training in 1983 during which time he joined Viking. David holds various Pilot... Read More

Bill Darling

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

Ted Kouri is the Founder and President of Incite, an Edmonton-based boutique M&A advisory firm that supports clients with market... Read More

Grant Kook

Grant Kook
President, CEO and Chair, Westcap

Grant J. Kook is Founder, President, Chief Executive Officer and Chair of Westcap. Mr. Kook is the co-founder and President... Read More

Justin Ferrara

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

Justin Ferrara’s main practice is in securities law, with a focus on mergers and acquisitions and corporate finance. Mr. Ferrara has... Read More

Jackie Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Roynat/Scotiabank | VAN 22 VENTURE

Roynat/Scotiabank | VAN 22 VENTURE

Triwest | Journal

Triwest | Journal

BakerTilly | Enterprise

BakerTilly | Enterprise

FEC | Supporter

FEC | Supporter

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

Grant Wallace

Grant Wallace
Partner, Relay Transition Partners

Grant has over two decades of experience in investment banking and corporate finance.  He has managed many divestiture and M&A... Read More

Francesca Donati

Francesca Donati
Director, Corporate Finance, PwC Canada

Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... Read More

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

Josh Sawatzky

Josh Sawatzky
Vice President, Spruceland Millworks Inc.

Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

Ron Brown

Ron Brown
CEO, Shippers Supply

Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More

Marwan Jomha

Marwan Jomha
Chief Operating Officer, La-Z-Boy Furniture Galleries

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Jeff Pocock

Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP

Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

Erin Roddie

Erin Roddie
Director of Conferences, Cube Business Media

Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows.  Her creativity, attention... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Peter Spencer

Peter Spencer
Principal, Pine Hill Capital

Scott Acheson

Scott Acheson
Vice President, Sequeira Partners

As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... Read More

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Bruce Bates

Bruce Bates
Co-Founder, Leadwin Doors

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Adam Biel

Adam Biel
Manager, JACK Capital Partners

Logan Day

Logan Day
Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.

Logan Day is a Partner in EY’s Transaction Advisory Services practice in Edmonton. He has over 17 years of experience... Read More

Mario Nigro

Mario Nigro
Partner, Stikeman Elliott LLP

Mario Nigro is a partner in the Toronto office of Stikeman Elliott and a member of the firm’s M&A/Private Equity... Read More

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

CMC | Partner

CMC | Partner

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Sarah Gingrich

Sarah Gingrich
Partner, Fasken

Sarah Gingrich practices corporate/commercial law with a focus on corporate finance, mergers and acquisitions, cross-border and private equity transactions. Acting for... Read More

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Michael Steele

Michael Steele
CFO, Nano Technologies (AdvEn Industries)

Mike Steele is a seasoned business leader with expertise in strategy, finance and marketing-communications. Steele has developed global teams (Americas,... Read More

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

Darryl Sam

Darryl Sam
Senior Director, First West Capital

Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More

Matthew Wilkins

Matthew Wilkins
Associate, Fasken

Matthew Wilkins is a tax lawyer in our Fasken’s Calgary office whose practice is also focused on mergers, acquisitions and... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

John Carvalho

John Carvalho
President, Stone Oak Capital Inc.

John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... Read More

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

Craig’s practice covers a wide spectrum of indirect tax, income tax, resource tax, personal tax planning, and dispute resolution. In... Read More

Jonathan Piurko

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp.  Mr. Piurko is responsible for all executive functions... Read More

Tracey McVicar

Tracey McVicar
Managing Partner, CAI Capital Partners

Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More

Jerico VanBrabant

Jerico VanBrabant
CEO, MCSnet

Jerico was born and raised in St.Paul, Alberta, a small town of 6000 residents in north-east Alberta.  He is the... Read More

Amanda Vella

Amanda Vella
Senior Director, Business Advisory, ATB Value Accelerator, ATB Financial

Amanda is Senior Director, Business Advisory, ATB Value Accelerator with ATB Financial.  Amanda is focused on providing tailored advice to... Read More

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde

Christoffer Mylde
SVP Corporate Development, Sproule

Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More

Jeff Nugent

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Carmen McHale

Carmen McHale
Senior Manager, Wealth Advisory Services, BDO

Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta.  She has over 17... Read More

Andrew Ramsay

Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services

Andrew Ramsay is a Senior Vice President and Co-Head of Transaction Risk Solutions at Gallagher, a global insurance and risk management consulting firm. Andrew has 12 years insurance experience with a focus on Private Equity, Asset Managers, Upstream/Midstream Oil and Gas, and Infrastructure. Andrew has worked extensively with both buyers and sellers to utilize Transaction Liability, including Representations and Warranties, Tax, and Environmental to help facilitate deals. Andrew also sits on the Board for Make-A-Wish.

Eric Warnke

Eric Warnke
Co-Founder and CEO, Mover

Eric started his career as one of the first employees at the Edmonton-based social networking startup, Nexopia.com (which Facebook later... Read More

Lorna Johnston

Lorna Johnston
Chair, CEO Group, TEC Canada

When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More

Katherine Prusinkiewicz

Katherine Prusinkiewicz
Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP

Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More

Heather Barnhouse

Heather Barnhouse
Partner, Dentons

Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More

Doug Beaton

Doug Beaton
Executive Director, M & A Advisory, Deloitte

Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More

George Coon

George Coon
Regional Director, Prairies, First West Capital

With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More

Vincent Kong

Vincent Kong
Director, AltaCorp Capital

Vince’s focus is on creating value and providing guidance to business owners looking to sell, raise capital, acquire or merge. His... Read More

Bernie Moore

Bernie Moore
Former President & CEO, CCI Thermal Technologies Inc.

Bernie Moore was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More

Joe Murphy

Joe Murphy
President, Fireball Equipment

Richard Ouellette

Richard Ouellette
Co-Founder, Karma & Cents Inc.

Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More

Kim Moody

Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More

Dan Duffy

Dan Duffy
Former President, Trans Tech Contracting and Vice President, NCSG Crane and Heavy Haul TRAN Tech Inc.

Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

Mark has been a leader in the conference and tradeshow business for over 25 years with a proven track record for success. As a... Read More

Perry Feldman

Perry Feldman
Associate, Fasken

Perry Feldman practices corporate/commercial law in Calgary with a focus on M&A, corporate finance and securities regulation. Bringing a wide... Read More

Jeff Polovick

Jeff Polovick
Founder and Board Member, The Driving Force Inc.

Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More

Hussein Poonjani

Hussein Poonjani
Partner - Transaction, Grant Thornton LLP

I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More

Jeremy Herbert

Jeremy Herbert
Managing Partner, Felesky Flynn LLP

Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More

Jon Edgett

Jon Edgett
Senior Vice President, KPMG Corporate Finance Inc.

Todd Hirsch

Todd Hirsch
Chief Economist, ATB Financial

At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More

Gordon Howie

Gordon Howie
President & CEO, Coast Wholesale Appliances

Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More

Glenn Huber

Glenn Huber
Founder and Managing Partner, Chrysalis Acquisition Partners Inc.

Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More

Harry Hoyer

Harry Hoyer
President, The Cat Rental Store

In the last 20 years of Harry’s 37 year working career as well as running operations, he has been involved... Read More

Doug Kinsella

Doug Kinsella
President, Impulse Downhole Tools

Doug Kinsella, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More

Tim Kirby

Tim Kirby
Partner, Felesky Flynn LLP

Tim practices in all areas of taxation law with an emphasis on estate/succession planning, corporate and personal tax planning and... Read More

BDC | Edm Presenting 18

BDC | Edm Presenting 18

Greg Abtosway

Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.

Greg Abtosway is Vice President of Corporate Development at Tundra Process Solutions Ltd. Prior to joining Tundra, Greg was COO at... Read More

Harold Kunik

Harold Kunik
President, Mosaic Capital Corporation

Harold Kunik is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More

James Robertson

James Robertson
Director, Growth & Transition Capital, BDC Capital

James Robertson is Director, Growth & Transition Capital in our Edmonton office. James joined BDC in 2014, bringing with him 17 years... Read More

Leanne Yeatman

Leanne Yeatman
Chief of Staff, Managing Partner, F12.net

With over 20 years of experience, Leanne has played a crucial role in the development of F12 including the launch... Read More

Ryan Lang

Ryan Lang
Managing Director, First West Capital

Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More

Roberta MacGillivray

Roberta MacGillivray
President, The Filter Shop

Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More

Ian Meier

Ian Meier
Partner, Assurance Services, MNP LLP

Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More

Randy Olson

Randy Olson
President, Capital Estate Planning Corp

Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More

Larry Benke

Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada

Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More

Stuart Parnell

Stuart Parnell
Managing Director, Stormont Energy Advisors

Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More

ATB | Edm Endeavour 18

ATB | Edm Endeavour 18

MNP | Edm Endeavour 18

MNP | Edm Endeavour 18

Deloitte | Edm Venture 18

Deloitte | Edm Venture 18

Capital West | Edm Venture 18

Capital West | Edm Venture 18

Fasken | Edm Venture 18

Fasken | Edm Venture 18

Cindy Radu

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More

EY | Edm Enterprise

EY | Edm Enterprise

Charles Bougie

Charles Bougie
Managing Partner, Kluane Partners

Charles co-founded Kluane Partners in 2014.  Prior to starting Kluane Partners, Mr. Bougie served as Senior Principal at Alberta Teachers... Read More

Gordon Cameron

Gordon Cameron
Partner, McCarthy Tetrault LLP

Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kristi Cawthorn

Kristi Cawthorn
President, Startec Compression & Process

Don Chapman

Don Chapman
President & CEO, Kent Imaging, Inc.

Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More

Claude Cloutier

Claude Cloutier
President, Ambassador Mechanical

Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More

Jean-Philippe Couture

Jean-Philippe Couture
Partner, PwC Law LLP

Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More

Miles Palmer

Miles Palmer
President, GlassMasters Autoglass Ltd.

Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More

Mike Reynolds

Mike Reynolds
Managing Director, MNP Corporate Finance

Mike Reynolds, CFA, is a Managing Director of MNP Corporate Finance Inc., in MNP’s Calgary office where he advises on... Read More

Codie Richard

Codie Richard
CFO, Zender Auto Group Ltd.

Sanjaya Ranasinghe

Sanjaya Ranasinghe
Senior Manager, Tax, EY

Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More

Douglas Gray

Douglas Gray
President & Founder, Graycon I.T.

Douglas Gray is the Founder and President of Graycon I.T.  He is a recognized leader in the IT industry and... Read More

Brian Gronberg

Brian Gronberg
President, CanaDream

Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More

Chad Robinson

Chad Robinson
Managing Director, SCF Partners

Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More

Wayne Henuset

Wayne Henuset
President, Willow Park Wines & Spirits Ltd.

David Hood

David Hood
President & CEO, geoLOGIC systems ltd

Jamie Avey

Jamie Avey
Partner, Financial Advisory Services, Deloitte

Jamie is a Partner in Deloitte’s M&A Advisory group who leads the M&A transaction services practice in Alberta. Jamie has... Read More

Cathie Saroka

Cathie Saroka
President & CEO, Goldray Glass

With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More

Andrea Lanyi

Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management

Erin Rayner

Erin Rayner
The Vets Group

Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More

Andrew Major

Andrew Major
Director & District Manager, Roynat

Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More

Sean Rayner

Sean Rayner
The Vets Group

“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More

Andrew Rush

Andrew Rush
Vice President, Carpedia International

Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More

Renaissance | Edm Enterprise 18

Renaissance | Edm Enterprise 18

Sequiera | Edm Enterprise 17

Sequiera | Edm Enterprise 17

Aroon Sequeira

Aroon Sequeira
Chairman, Sequeira Partners

Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More

Kathy Melton

Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.

Being part of a family business that spans four generations, Kathy offers a wealth of personal insights on the importance of transitional roles for each generation.  Her first-hand experience with evolving responsibilities... Read More

Scotia | Edm Venture 18

Scotia | Edm Venture 18

UBS | Edm 2018 Cocktails

UBS | Edm 2018 Cocktails

BDC | Edm Ind (Lanyard) 18

BDC | Edm Ind (Lanyard) 18

Felesky | Edm Ind Journal 18

Felesky | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Sequeira | Edm Ind 18

Sequeira | Edm Ind 18

BDC | Edm Session 18

BDC | Edm Session 18

Bennett Jones | Edm Session 18

Bennett Jones | Edm Session 18

First West | Edm Session 18

First West | Edm Session 18

Grant Thornton | Edm Session 18

Grant Thornton | Edm Session 18

Renaissance | Edm Session 18

Renaissance | Edm Session 18

TriWest | Edm Breakout 18

TriWest | Edm Breakout 18

BIE | Supporting Edm 18

BIE | Supporting Edm 18

NACO | Edm Supporting 18

NACO | Edm Supporting 18

EO | Supporting Edm 17

EO | Supporting Edm 17

FEA | Edm Supporting 18

FEA | Edm Supporting 18

FEX | Edm Supporting 17

FEX | Edm Supporting 17

TEC | Edm Supporting 18

TEC | Edm Supporting 18

Paul Shaw

Paul Shaw
Vice President, Regimen Partners Inc.

Devin Wagner

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More

Rob Olsen

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Keith Peters

Keith Peters
Assistant Vice President, HSBC Bank Canada

Teresa Melton

Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.

Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More

Matt Barasch

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

Murray Toews

Murray Toews
CEO, Bonnetts Energy

Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More

Talbot Babineau

Talbot Babineau
President & CEO, IBV Capital

Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More

Chris Buckman

Chris Buckman
Vice President, EnerTech Capital

Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More

Justin Morin

Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.

Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More

Terry Stephenson

Terry Stephenson
President & CEO, Vertex Resources Group

Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More

David Nielsen

David Nielsen
Tax Partner, Grant Thornton LLP

Coady Cormier

Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More

Troy Pearce

Troy Pearce
COO, Mosaic Capital Corporation

Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More

Lori Ell

Lori Ell
TEC Chair, TEC Canada

Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More

Rick Giammarino

Rick Giammarino
Founder, GRB Engineering Ltd.

As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More

Robert Hagerman

Robert Hagerman
Partner, Gowling WLG

Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More

Alexander Henderson

Alexander Henderson
Partner, Transaction Services, KPMG LLP

Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More

Warren Rabey

Warren Rabey
President & CEO, Rayquest

Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More

Jeff Lawson

Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited

Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More

Jeff House

Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies

Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More

Janie Tremblay

Janie Tremblay
Counsel, McMillan LLP

Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More

Kristina Williams

Kristina Williams
President & Chief Executive Officer, Alberta Enterprise Corporation

Alberta Enterprise (AEC) promotes the development of Alberta’s venture capital industry by investing in VC funds that finance technology companies.... Read More

Greg Tooth

Greg Tooth
Director, Equicapita

Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More

Brent McLean

Brent McLean
Founder, McLean & Partners

Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More

Dave Sparrow

Dave Sparrow
President, Trailwise Capital

David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... Read More

Chad Niehaus

Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection

Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More

University of Alberta | Edm Supporting 18

University of Alberta | Edm Supporting 18

Karma & Cents | EDM 19 Supporting

Karma & Cents | EDM 19 Supporting

William Smith

William Smith
Principal, Torve Ventures and SmithLawCorp

Alex Webb

Alex Webb
CEO, F12.net Inc.

Alex Webb is the CEO of F12.net, a Canadian business technology provider he founded in Edmonton in 1996. Through product innovation and numerous acquisitions, Alex pushed F12 to become the predominant provider of unique offerings such as managed hardware-as-a-service, geo-redundant Canadian private cloud, and subscription-based IT. 

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Leah Tolton

Leah Tolton
Partner, Dentons

Angus Watt

Angus Watt
Managing Director, National Bank Financial

Dave Sinclair

Dave Sinclair
President, Business Transitions Plus

Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More

Tony Smith

Tony Smith
Partner, MNP LLP

Tony Smith, CA, is a Partner in MNP’s Calgary office. A member of the firm’s Assurance Services team, Tony also... Read More

Craig Story

Craig Story
Partner, Stikeman Elliott LLP

Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More

Kevin Tran

Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management

As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Anthony Strawson

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Gordon Wusyk

Gordon Wusyk
Founder, Predictable Futures Inc.

Gordon Wusyk, B.Ed., TEP, is the Founder and CEO of Predictable Futures Inc. – The Business Family Centre and the... Read More

Mark Vodden

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Mark is a Vice President with KPMG Corporate Finance Inc. in Calgary, specializing in mergers, acquisitions, divestitures and financing transactions.... Read More

This is the Program Archive for the Alberta Business Transitions Forum.

Cal 2016 Cal 2017 Edm 2018 Cal 2018 Edm 2019 Cal 2019 West 2020 Cal 2022 Edm 2022
Conference - November 15
5:30PM - 7:00PM
 
Business Owners Only – VIP Welcome Reception

Invite Only

Conference - November 16
7:15AM - 8:00AM
 
Registration, Networking & Continental Breakfast
8:00AM - ­8:05AM
 
Forum Overview by Conference Chairman
Chairman: Cody Church, CEO & President, Clear North Capital
8:05AM - ­8:35AM
 
The Big Picture: The Economic Outlook in Alberta for Today & Tomorrow

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?

Speaker: Matt Barasch, Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets
8:35AM - 9:05AM
 
Your Roadmap to a Successful Transition

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.

Speaker: Rob Olsen, Partner and National Leader, Corporate Finance, Deloitte
9:05AM - 9:50AM
 
The Secret Sauce: How To Maximize the Value of Your Business

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:

  • The surprising impact recurring revenue has on the value of your business
  • The three hidden benefits of creating recurring revenue
  • The 9 subscription models you can choose from to create recurring revenue in any industry
  • The one ratio that will determine if your company is sellable and how much a buyer will pay

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.

Speaker: John Warrillow, Founder, The Value Builder System™
9:50AM - 10:15AM
 
Networking and Coffee Break
10:15AM - ­11:10AM
 
Understanding Your Liquidity Options

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.”

  • Strategic buyers
  • Private equity
  • Going public
  • Buying out partners
  • Management buyouts
  • Other recapitalization options
Moderator: Bryan Haynes, Partner, Bennett Jones LLP
Panel:
Greg Abtosway, Vice President, Corporate Development, Tundra Process Solutions Ltd.
Matthew Kellow, Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Mick MacBean, Senior Managing Director, TriWest Capital Partners
Stuart Parnell, Managing Director, Stormont Energy Advisors
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
Devin Wagner, Managing Director, Western Region Transactions Leader, Grant Thornton LLP
11:15AM - 12:05PM
 
Session A1: Family Business and Family Trusts: Understanding the Benefits and Opportunity

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.

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This session runs at the same time as Session A2.

Speaker: Cindy Radu, Partner, Business Transition Services, BDO Canada LLP
11:15AM - 12:05PM
 
Session A2: The Due Diligence Process & Why Sellers Should Care

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.

Moderator: Christopher Wolfenberg, Partner, Fasken
Panel:
Jamie Avey, Partner, Financial Advisory Services, Deloitte
Chris Buckman, Vice President, EnerTech Capital
Rick Giammarino, Founder, GRB Engineering Ltd.
Alexander Henderson, Partner, Transaction Services, KPMG LLP
Aroon Sequeira, Chairman, Sequeira Partners
1:10PM – 1:35PM
 
Luncheon Keynote

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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.

Chairman: Cody Church, CEO & President, Clear North Capital
Speaker: Jeff Polovick, Founder and Board Member, The Driving Force Inc.
12:05PM - ­1:05PM
 
Networking Lunch

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1:40PM - 2:30PM
 
Session B1: Can You Afford To Sell? Effectively Structuring your Company for Transition

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.

Moderator: Josh Matthews, Managing Director, Corporate Finance, PWC Canada
Panel:
Robert Hagerman, Partner, Gowling WLG
Kim Moody, Director, Canadian Tax Advisory, Moody’s Gartner Tax Law
Kevin Tran, Director, Tax Advisory Services, Scotia Wealth Management
1:40PM - 2:30PM
 
Session B2: From Entrepreneur to Wealth Manager

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.

Moderator: Lori Ell, TEC Chair, TEC Canada
Panel:
Todd Coleman, Vice President, Business Advisory & Succession Planning, BMO Wealth Management
Talbot Babineau, President & CEO, IBV Capital
Coady Cormier, Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services
Jeff House, Director and Senior Investment Counsellor, Grayhawk Investment Strategies
Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
2:35PM - ­3:10PM
 
Strategies & Tactics to Maximize Your Selling Price & Terms

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:

  • Companies should be sold – not bought
  • It’s critically important to have multiple bidders
Speaker: Dr. Basil Peters, CEO, Strategic Exits Corp
3:15PM - ­4:00PM
 
How to Build the Best Exit Team (& What It Will Cost)

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.

Moderator: Jeff Lawson, Principal & Director, Corporate Finance, Peters & Co. Limited
Panel:
Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
Dave Sinclair, President, Business Transitions Plus
Tony Smith, Partner, MNP LLP
Craig Story, Partner, Stikeman Elliott LLP
4:00PM - ­4:45PM
 
Reflections – a Closing Discussion
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.
Moderator: Cody Church, CEO & President, Clear North Capital
Panel:
Paul Anderson, Principal Consultant, Anderson & Associates
Brent McLean, Founder, McLean & Partners
Chad Niehaus, Vice President & COO, Onstream Pipeline Inspection
Warren Rabey, President & CEO, Rayquest
4:45PM
 
Closing Comments, followed by Wine & Cheese Networking Reception

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Program, Schedule, and Speakers Subject to Change Without Notice
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NOVEMBER 7 – WELCOME RECEPTION
5:30PM-7:00PM
 
VIP WELCOME RECEPTION FOR BUSINESS OWNERS – BY INVITATION
NOVEMBER 8 – 2017 CALGARY PROGRAM
7:15am-8:00am
 
Registration, Networking & Continental Breakfast
8:00am-8:10am
 
FORUM OVERVIEW BY CONFERENCE CHAIRMAN
Chairman: Harold Kunik, President, Mosaic Capital Corporation
8:10am-8:45am
 
Alberta’s M&A Activity and The Big Picture

How does the current economic trend in Alberta impact the biggest transaction of your life? How will financial markets, interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment in Alberta will put things into perspective so that you can plan for a successful transition.

Speaker: Pierre Cléroux, Vice President Research & Chief Economist, BDC
8:45am-9:10am
 
Your Roadmap to a Successful Transition

The process of selling or transitioning a business is complicated and uncertain. This session provides a bird’s-eye view of the transition process so that you can build your own roadmap when the time is right to exit your business. You will learn where to start, and what areas of the process provide the most opportunity and risk so you can successfully exit your business with confidence.

Speaker: Jim Crooks, Managing Director & Partner, PwC
9:10am-9:40am
 
How to Maximize the Value of Your Business

Do you really know what your business is worth? Many business owners are disappointed when they don’t receive the valuations they expect.  As a business owner, it’s imperative to focus on the specific areas of your business that drive value, even if you have no immediate intention of selling. This session will outline key value drivers that require immediate attention in order to maximize the saleability and value of your business. 

Speaker: Aroon Sequeira, Chairman, Sequeira Partners
9:40am-10:10am
 
Networking and Coffee Break
10:15am-11:15am
 
Who Are Your Buyers? Understanding your Liquidity Options

It took years to build your business and now you are ready to turn your hard work into cash, but what are your options? Should you look to your senior management team as potential investors? Should you look outside your firm for strategic buyers? What is the best option for you and your business? In this session, a panel of experts will discuss a variety of liquidity options and what distinguishes different classes of buyers based on your type and size of business. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3).

  • Strategic buyers
  • Private equity
  • Buying out partners
  • Management buyouts
  • Other recapitalization options
Moderator: Christopher Wolfenberg, Partner, Fasken
Panel:
Don Chapman, President & CEO, Kent Imaging, Inc.
Brian Gronberg, President, CanaDream
Jonathan Piurko, President & CEO, Monarch Bridge Financial Inc.
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
11:20am-12:15pm
 
A1: Selling Your Business To a Third Party, For The Best Price and Terms

There are many reasons to look outside the ranks of your firm or family to find a potential suitor for your business.  Depending on the size and type of business you operate and your own personal circumstances – marketing your company to strategic, financial or other buyers, including private equity, might be your most lucrative exit strategy.  

That said, the values discussed in any potential offer for your business will vary significantly depending on the type of potential third party buyers approached; and even moreso, by how potential buyers are approached.

The panel will elaborate on best practices that will help you optimize and strategize a 3rd party transition – with the goal of ultimately finding and securing a buyer at a fair price. Through an interactive discussion you’ll learn:

  • Which types of third party buyers are potential suitors
  • Why companies should be sold, not bought
  • How to decide on the breadth and nature of a sale process
  • Why timing and deal tension matters, and how to create it
  • Which terms have an impact on price, and which do not
  • The roles an advisor can play through the sale process
Moderator: Josh Matthews, Managing Director, Corporate Finance, PWC Canada
Panel:
Jeff Belford, Managing Director, TriWest Capital Partners
Charles Bougie, Managing Partner, Kluane Partners
Gordon Cameron, Partner, McCarthy Tetrault LLP
Andrew Major, Director & District Manager, Roynat
11:20am-12:15pm
 
A2: Selling to Insiders – A Management Buyout Deep Dive

While a transition within the senior ranks of your business or to a business partner may be the best option, there are risks and potential missteps to avoid.  The panel will identify opportunities that could impact your successful MBO, as well as diverse ways to finance the transaction. They will cover:

  • Management Buyout (MBO) and Leveraged Management Buyout (LMBO)
  • What buyers will need to ensure that the venture is profitable
  • The impact and strategies to increase cash flow
  • Different types of financing
  • Strategies for partner buyouts
  • Opportunities and risks
Moderator: Matthew Kellow, Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Panel:
Paul Anderson, Principal Consultant, Anderson & Associates
Justin Morin, Co-Founder & CEO, Dynacorp Fabricators Inc.
William Smith, Principal, Torve Ventures and SmithLawCorp
Devin Wagner, Managing Director, Western Region Transactions Leader, Grant Thornton LLP
11:20am-12:15pm
 
A3: Family Business: Is an intergenerational transition right for your business?

Transitioning a business can be a complicated process – especially when family is involved.  The Melton Family’s diverse business interests span 4 generations of family history.  In this session, you will hear first-hand experiences related to the growth and evolution of this family enterprise. The family members will share their unique perspectives on how to successfully plan for family business transition.

Moderator: Shauna Feth, President & CEO, Alberta Chambers of Commerce (ACC)
Panel:
Kathy Melton, Real Estate Developer & Corporate Director, Cavell Holdings Inc.
Teresa Melton, Corporate Director and Business Manager, Cavell Holdings Inc.
12:15pm-1:15pm
 
Networking Lunch
1:15pm–1:45pm
 
Luncheon Keynote

 

Join conference chairman Harold Kunik in a “fireside” chat with Claude Cloutier, President, Ambassador Mechanical

1:50pm-2:40pm
 
B1: Taxation: Effectively Structuring your Company for Transition

When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the sale price in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax. However, you need to consider more than just the tax bill when planning a restructure. We will look at how to structure your company well in advance of a potential sale or recapitalization, including real life examples. This session will also review in detail the new proposed tax regulations that will impact all private businesses.

Moderator: Tina Di Vito, Partner, Family Office Services, MNP
Panel:
Jean-Philippe Couture, Partner, PwC Law LLP
Andrea Lanyi, Director, Wealth & Tax Planning, BMO Wealth Management
David Nielsen, Tax Partner, Grant Thornton LLP
Anthony Strawson, Co-Managing Partner, Felesky Flynn LLP
1:50pm-2:40pm
 
B2: People, Culture and the Bottom Line. How corporate culture will impact transition and financial success

Leaders say, ‘people are our most important asset’ but lack a cohesive understanding of human behavior.  You can’t influence what you don’t understand; so to truly leverage the human side of business, it behooves you to develop some expertise. This session will offer a simple concept to address a complex topic – people, culture and the bottom line.

Business owners and advisors will have an advantage if they have knowledge of human behavior and the skills to put that knowledge to work. You’ll learn in this session something that will be useful for the rest of your life – and certainly, it will impact the successful transition of your business.

Speaker: Lorna Johnston, Chair, CEO Group, TEC Canada
1:50pm-2:40pm
 
B3: Understanding the Benefits and Costs of an Advisory Team

The sale process of a business involves many complicated moving parts. To successfully sell or transition your company, you need the right team of professionals to get the best price, terms and peace of mind.

After attending this session, you will understand the benefits of having an exit team, how to select the best advisors for your business, what your exit team will cost and how they’ll be paid. Post-transition plans will also be addressed. 

Moderator: Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
Panel:
Larry Benke, Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada
Axel Christiansen, Partner, Relay Transition Partners
Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
Troy Pearce, COO, Mosaic Capital Corporation
2:40pm-3:00pm
 
Afternoon Refreshments
3:50pm-4:40pm
 
Reflections – A Closing Discussion

Hear from a panel of business owners who have gone through a transition with their businesses and now have the opportunity to reflect on the process 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.

Moderator: Harold Kunik, President, Mosaic Capital Corporation
Panel:
Kristi Cawthorn, President, Startec Compression & Process
Douglas Gray, President & Founder, Graycon I.T.
Wayne Henuset, President, Willow Park Wines & Spirits Ltd.
David Hood, President & CEO, geoLOGIC systems ltd
3:00pm - 3:50pm
 
Top Deal Breakers & How To Avoid Them

Many deals collapse at the structuring or due diligence stage. Buyers and Sellers often have differing needs and objectives. And while the idea of providing unfettered access to your confidential business information may sound scary, it is standard operating procedure once a letter of intent is signed. This panel discussion will highlight key areas of tension and risk for sellers. You’ll learn ways to maintain control of the sale process without impeding success.

You will hear first-hand stories that outline what owners and advisors have experienced during the transition journey.  Buyers and their advisors will be on the lookout for red flags and trouble spots. This is your opportunity to learn about common “deal breakers” so that you and your advisors can prepare for them to ensure you maintain deal momentum during your transaction.

  • Structuring your business for sale on your terms while maintaining its attraction for prospective purchasers
  • Disagreements over calculation of purchase price and timing for payment of purchase price, whether there’s a holdback or not
  • Dealing with issues that come up during due diligence (e.g. fixing historic issues)
  • Understanding how to have your employees and customers on side and when to advise key staff on the pending changes
  • Sharing risk in the deal (including limitations on claims that can be brought by purchaser), and
  • Working capital issues/adjustments – how owners can avoid getting hammered on this subject.
Moderator: Bryan Haynes, Partner, Bennett Jones LLP
Panel:
George Coon, Regional Director, Prairies, First West Capital
Iggy Domagalski, CEO, Tundra Process Solutions
Kelly Long, Co-Founder, Noble Premium Bison
Stuart Parnell, Managing Director, Stormont Energy Advisors
4:40pm
 
Cocktails & Conversation Networking Reception

Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 9, 2018 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS
5:30PM - 7:00PM
 
VIP WELCOME RECEPTION FOR BUSINESS OWNERS – BY INVITATION
OCTOBER 10, 2018 | CONFERENCE PROGRAM
 

*The conference has been approved for the following continuing education credits:
– Alberta lawyers may consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta.
– FEA designates may earn 7 hours of CE for the entire conference.
– CPAs may include this content as verifiable CPD credits.

7:15AM-8:00AM
 
Registration, Networking & Continental Breakfast
8:00AM-8:10AM
 
Forum Overview by Conference Chair

Introduction by Matthew Kellow, Vice President, Growth and Transition Capital, BDC Capital

Chair: Bryan Haynes, Partner, Bennett Jones LLP
8:10AM - 8:40AM
 
The 30,000-foot Perspective: How Will the Economy Impact Your Business Today & in the Future?

The decisions you make today will ultimately impact your business in the future. What are the current economic conditions and market trends that business owners need to consider when thinking about transition? How will the current political climate impact the economy? How will interest rates and/or the Canadian dollar impact Canadian businesses? This macro view of the economy and the M&A environment will put things into perspective so that you can plan for the biggest transaction of your life.

Speaker: Pierre Cléroux, Vice President Research & Chief Economist, BDC
8:40AM - 9:15AM
 
The Long Game: Grow before You Let Go

Performance, leadership and culture are key factors to consider in order to increase the valuation of your business. Understanding how strength in these areas drive value is critical. This session will outline a number of factors that require attention in order to maximize growth, professionalization and saleability, even if you have no plans to sell.

Speaker: Eric Termuende, Co-Founder, NoW Innovations
9:15AM - 10:15AM
 
The Buying Journey: A Purchaser’s Perspective

There are different types of buyers: strategic, private equity, management and family among them. Understanding your potential buyer universe will help clarify your objectives for selling and what you want success to look like. In learning about the different classes of buyers and capitalization options, you will quickly see that it isn’t a one size fits all game. It’s about the best fit for your type and size of business. In this session you will hear from different buyers and what influences their purchasing decisions. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3).

Moderator: Josh Matthews, Managing Director, Corporate Finance, PWC Canada
Panel:
Cody Church, CEO & President, Clear North Capital
Kristi Miller, Managing Partner, Krystal Growth Partners
Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
Devin Wagner, Managing Director, Western Region Transactions Leader, Grant Thornton LLP
10:15AM - 10:45AM
 
Networking & Coffee Break
10:45AM - 11:45AM
 
Concurrent Sessions: A1 – A3
 
A1: Strategic Partners & Private Equity Purchasers

There are many reasons involved in looking outside the ranks of your firm or family to find a potential suitor for your business. Depending on the size and type of business that you operate and your own personal circumstances, positioning your company to strategic, financial or other types of buyers including private equity, might be your most lucrative exit strategy. This session will dive into the mechanisms of selling your business to a third party for the best price and terms.

Through an interactive discussion you’ll learn:

  • Which types of third party buyers are potential suitors
  • How to decide on the breadth and nature of a sale process
  • Why timing and creating deal tension matters
  • Terms that affect price and those that don’t
  • How to prepare your management team for transition
  • Building and managing an advisory team
Moderator: Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
Panel:
Paris Aden, Founding Partner, Valitas Capital Partners
Warren Rabey, President & CEO, Rayquest
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
 
A2: Management Buyouts & the Leadership Team

When considering a Management Buyout (MBO), how do you equip your management team to become a potential purchaser for the business? How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved?

This session will cover:

  • When should you begin your succession planning
  • How to prepare your management team for transition and the shift in leadership roles
  • How to ensure your management team has the right guidance and independent advice
  • Strategies for partner buyouts
  • Different types of financing and strategies to increase cash flow
  • ESOP
  • Implementing your post-closing transition plan
Moderator: Vern Malcolm, Managing Director, Growth & Transition Capital, BDC Capital
Panel:
David Hilsenteger, VP, Finance and Administration, Accurate Screen & Grating Ltd.
Calle Johnson, Partner, Deals, Corporate Finanace, PwC Canada
Sean MacLachlan, Partner, Carscallen LLP
Cathie Saroka, President & CEO, Goldray Glass
 
A3: Professionalizing Your Family Business

If intergenerational transition is right for your business how are you professionalizing a family owned and operated firm? How are you supporting this shift in leadership? How are you putting governance in place? Perhaps one of the most complicated change-over options emotionally, as it often involves tough conversations. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.

In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.

Moderator: Cindy Radu, Partner, Business Transition Services, BDO Canada LLP
Panel:
Lori Bacon, President, Swimco
Brett Bacon, Operations & Culture Curator, Swimco
Sheila Witwicky, Partner, National Growth Partners
11:45AM - 1:15PM
 
Networking Lunch
1:15PM - 1:45PM
 
Luncheon Keynote Fireside Chat: The Human Element

Tyler and Jeff have been through many business transitions over their careers, as buyers, sellers, owners and management.  Each transition presents its own challenges, particularly in managing human emotions, vendor’s remorse and balancing the needs of different ownership groups.  In this session, we will hear from two seasoned veterans in some of the strategies they have used in, and lessons learned from, past business transitions including the recent investment by TriWest in Lithion.

Moderator: Sandip Lalli, President & CEO, Calgary Chamber of Commerce
Panel:
Tyler Armstrong, President & CEO, Lithion Power Group
Jeff Belford, Managing Director, TriWest Capital Partners
1:50PM - 2:40PM
 
Concurrent Sessions: B1 – B3
 
B1: Can you Afford to Sell? Effectively Structuring Your Company for Transition

When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the purchase price in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax.

This session will look at real-world examples:

  • How to structure your company well in advance of a potential sale or recapitalization
  • Help you consider all of your business options to reap the benefits and avoid pitfall
  • Tactics to avoid major post-sale surprises
  • Options for how to manage your what are no longer business expenses in your life post-transition
Speaker: Andrew Bateman, Partner, Felesky Flynn LLP
 
B2: How to Build the Best Exit Team (& What it Will Cost)

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.

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.

Moderator: Axel Christiansen, Partner, Relay Transition Partners
Panel:
Ben Gibbons, Partner, Capital Markets & M&A Advisory, RSM Canada
Craig Hoskins, Senior Partner, Norton Rose Fulbright
Jordan Martel, Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners
Tracey Zehl, Managing Partner, Grant Thornton LLP
 
B3: The 100-Day Post-Closing Plan

Long-term thinking about your business is an enormous endeavor, the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-closing plan to ensure that team, customers, vendors and operational systems are integrated into the new regime is essential so as not to disrupt the company’s performance and integrity.

Through an interactive discussion you’ll gain:

  • Expert insights on operational change management
  • Best practices for transitioning culture
  • Strategies for communicating to customers and vendors about change in ownership
  • Suggestions on how to plan for significant shifts in personal wealth
Moderator: Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
Panel:
Victoria Bradbury, Controller, Mancal Corp
Bruce MacKenzie, Owner, Chapman & Associates
Philip Setter, Managing Partner, Business Critical
2:40PM - 2:55PM
 
Networking & Coffee Break
2:55PM - 3:30PM
 
Fireside Chat: Overcoming Business Transitions Challenges

Join Lynne Fisher, Senior Manager, MNP as she sits down with an entrepreneur that has experienced the ups, downs and complexities of a business transition.

Speaker: Lynne Fisher, National Team Leader, ExitSmart, MNP
3:30PM – 4:15PM
 
Exit Stories: The Good, The Bad & The Ugly

Hear from a panel of business owners and experts who have gone through transition with their businesses and now have the opportunity to reflect on the process in the rear view mirror. The panel will share insights on what they wish they had known at the beginning of their transition journey and key learnings they have taken into their next endeavours. What would they change if they were to do it all again, if anything? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.

Moderator: Bryan Haynes, Partner, Bennett Jones LLP
Panel:
Steve MacInnis, Senior Principal Consultant, Envista Forensics
Kelly Long, Co-Founder, Noble Premium Bison
Mike Miller, Chairman, Tundra Process Solutions
Cathy Whitehead, Co-Founder (Former), Rent Me
4:15 PM – 5:30 PM
 
Cocktails & Conversation Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 11, 2018 | WORKSHOP
 

“How to Maximize The Selling Price of Your Business and Protect Yourself In The Process”

A not-to-be-missed educational workshop for business owners who are serious about maximizing the proceeds of an eventual sale.

In this two-part, half-day workshop we’ll take a deep dive into operational and financial engineering that can take years to execute – guaranteed to increase the value of your business and improve the probability of finding buyers when the time is right.  We’ll show you which areas of your business buyers value most (and why), and explain how to manage personal and corporate risk.

(Only 50 seats available. Business owners only. Workshop is an additional charge.)

 

 

      

7:30AM - 8:00AM
 
Continental Breakfast
8:00AM-9:45AM
 
PART I – ENHANCING THE VALUE OF YOUR BUSINESS
  • Value assessment: What is your company worth? Common methods of assessing value will be addressed.
  • Operational and financial bootcamp.  What areas of your business should you focus on to increase value + surprising areas of your business that can destroy value.
  • What buyers are looking for and why some businesses are considerably more attractive than other businesses.
  • The competitive sale process: Learn how a competitive sale process works, and why it is the best way to maximize price and terms of an eventual sale.
Workshop Leaders:
Vincent Kong, Director, AltaCorp Capital
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
9:45AM - 10:15AM
 
REFRESHMENT BREAK – NETWORK WITH OTHER BUSINESS OWNERS
10:15AM - NOON
 
PART II – MANAGING UNINTENDED CONSEQUENCES
  • How to protect yourself from unexpected business risk prior to a transaction
  • How to prepare your company (and you personally) for a successful sale.
  • Learn what risks should be addressed, including subtleties of legal agreements, non-compete clauses, wills that misalign with shareholder’s agreements, powers of attorney and more
  • There are several ways to structure the sale your company (including how and when you get paid). What are your options?
  • Learn how to manage confidentiality and protect yourself against rogue competitors, suppliers, employees or customers.
  • Tactics to avoid major post-sale surprises
  • Shrewd buyer tactics that you need to know about
Workshop Leaders:
Craig Hoskins, Senior Partner, Norton Rose Fulbright
Elizabeth Williams, Partner, Norton Rose Fulbright
Program, Schedule, and Speakers Subject to Change Without Notice
MAY 16, 2018 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS
5:30PM-7:00PM
 
VIP WELCOME RECEPTION FOR BUSINESS OWNERS – BY INVITATION ONLY
MAY 17, 2018 | CONFERENCE PROGRAM
Westin Edmonton
7:15am-8:00am
 
Registration, Networking & Continental Breakfast
8:10am-8:40am
 
Today’s M&A Activity and The Big Picture

How could the current economic and political cycle in Alberta impact the biggest transaction of your life? How will financial markets, interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment in Alberta will put things into perspective so that you can plan for a successful transition.

Speaker:
Todd Hirsch, Chief Economist, ATB Financial
8:00am-8:10am
 
Forum Overview by Conference Chairman

Introduction by Matthew Kellow, Managing Director, Growth & Transition Capital, Prairies, BDC

Chair: Aroon Sequeira, Chairman, Sequeira Partners
8:40am-9:10am
 
Your Roadmap to a Successful Transition

The process of selling or transitioning a business is complicated and uncertain. This session provides a bird’s-eye view of the transition process so that you know exactly what you should be doing in order to get your business ready for sale. The speaker will guide you through a roadmap of where to start, what areas of the process provide the most opportunity and how to mitigate risk so you can ultimately maximize the reward and successfully exit your business with confidence

Speaker:
Logan Day, Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.
9:10am-10:15am
 
Understanding your Liquidity Options

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, Family Offices 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 you have to generate capital. The panel will discuss various liquidity options including:

  • Strategic buyers
  • Private equity
  • Management buyouts
  • Other recapitalization options
Moderator: Christopher Wolfenberg, Partner, Fasken
Panel:
Julie Afanasiff, Managing Partner, Sequeira Partners
Ryan Lang, Managing Director, First West Capital
Matthew Kellow, Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Miles Palmer, President, GlassMasters Autoglass Ltd.
10:15am-10:45am
 
Networking and Coffee Break
10:45am-11:45am
 
Session A2 – Selling to Insiders – A Management Buyout Deep Dive

For many business owners, a management buyout is the best transition option available.  While a transition within the senior ranks of your business may be the best option, there are risks and potential missteps to avoid.  The panel will identify opportunities that could impact your successful MBO, as well as diverse ways to finance the transaction. They will cover:

  • Management Buyout (MBO) and Leveraged Management Buyout (LMBO)
  • What buyers will need to ensure that the venture is profitable
  • The impact and strategies to increase cash flow
  • Different types of financing
  • Opportunities and risks
Moderator: Tabreez Lila, Managing Director, Growth and Transition Capital, BDC Capital
Panel:
Jesse Douglas, Chief Executive Officer, Wolverine Energy and Infrastructure Inc.
Dave Sparrow, President, Trailwise Capital
Terry Stephenson, President & CEO, Vertex Resources Group
10:45AM-11:45AM
 
Session A1 – Selling Your Business To a Third Party, For The Best Price and Terms

There are many reasons to look outside the ranks of your firm or family to find a potential suitor for your business.  Depending on the size and type of business you operate and your own personal circumstances – marketing your company to strategic, financial or other buyers, including private equity, might be your most lucrative exit strategy.  

That said, the values discussed in any potential offer for your business will vary significantly depending on the type of potential third party buyers approached; and even moreso, by how potential buyers are approached.

The panel will elaborate on best practices that will help you optimize and strategize a 3rd party transition – with the goal of ultimately finding and securing a buyer at a fair price. Through an interactive discussion you’ll learn:

  • Which types of third party buyers are potential suitors
  • Why companies should be sold, not bought
  • How to decide on the breadth and nature of a sale process
  • Why timing and deal tension matters, and how to create it
  • Which terms have an impact on price, and which do not
  • The roles an advisor can play through the sale process, and how to manage them
Moderator: Ian Reynolds, Partner, Bennett Jones LLP
Panel:
Erick Hamdan, CFO, Leder Holdings Ltd
Andrew Kemper, Partner, Capital West Partners
Vincent Kong, Director, AltaCorp Capital
Hussein Poonjani, Partner - Transaction, Grant Thornton LLP
10:45am-11:45am
 
Session A3 – Family Business: Growing Your Business and Passing It to the Next Generation

Transitioning a business can be a complicated process – especially when family is involved.  What impact will the transaction have on your family, your emotions and on your lifestyle? The discussion will help bring order to chaos by providing tools and perspectives so you can successfully navigate your family business transition. Examples of real life situations will be highlighted in this case study to illustrate what other business owners and their families have done to effectively prepare for the biggest transaction of their lives.

 

Moderator: Shauna Feth, President & CEO, Alberta Chambers of Commerce (ACC)
Panel:
Erin Rayner, The Vets Group
Sean Rayner, The Vets Group
11:45am-1:15pm
 
Networking Lunch
1:15pm–1:45pm
 
Luncheon Keynote

Join Conference Chairman Aroon Sequeira in a “fireside” chat with Dan Duffy, former President of Trans Tech Contracting and Vice President of NCSG Crane and Heavy Haul TRAN Tech Inc. Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the help of Aroon Sequeira at Sequeria Partners Inc., Dan sold the company to North West Capital in January 2009, and subsequently reselling to Tri-West Capital several years later. Today, Dan is the Vice President of NCSG Crane and Heavy Haul TRAN Tech Inc.

1:50pm-2:40pm
 
Session B1 – Taxation: Structuring your Company to Maximize Proceeds

When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the saleprice in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax. We will look at how to structure your company well in advance of a potential sale or recapitalizations  This session will also review in detail new tax changes that will impact all private businesses.

Speaker:
Jeremy Herbert, Managing Partner, Felesky Flynn LLP
1:50pm-2:40pm
 
Session B3 – Understanding the Personal Side of Post Transition

When is the right time to start thinking about your post transition plan and what does it look like?  What impact will the transaction have on your family, your emotions and on your lifestyle? Hear a panel of experts review a case study of a real transaction and discuss the internal and external steps required.  This discussion will include how to handle the transition from wealth creator to wealth manager, and the role of the family trust advisory.

Moderator: Glenn Huber, Founder and Managing Partner, Chrysalis Acquisition Partners Inc.
Panel:
Lynne Fisher, National Team Leader, ExitSmart, MNP
Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
Gordon Wusyk, Founder, Predictable Futures Inc.
3:30pm-4:15pm
 
Reflections – A Closing Discussion

Hear from a panel of business owners who have gone through a transition with their businesses and now have the opportunity to reflect on the process 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 tales from the trenches.

Moderator: Aroon Sequeira, Chairman, Sequeira Partners
Panel:
Harry Hoyer, President, The Cat Rental Store
Doug Kinsella, President, Impulse Downhole Tools
Roberta MacGillivray, President, The Filter Shop
1:50pm-2:40pm
 
Session B2 – The Exit Team – Understanding the Roles and Necessity of Exit Advisors

The sale or transition of a business involves many moving parts. Whether you’re conducting a management buyout or running a process to find a third-party buyer, you’ll inevitably require support from tax and legal experts as well as investment bankers and other M&A professionals to close the deal successfully.

After attending this session, you will understand the benefits of having an exit team, what skill sets to look for and how to select the best advisors for your business transition. This session will also examine advisor fees and compensation.  

Moderator: Axel Christiansen, Partner, Relay Transition Partners
Panel:
John Carvalho, President, Stone Oak Capital Inc.
Ian Meier, Partner, Assurance Services, MNP LLP
Randy Olson, President, Capital Estate Planning Corp
Sanjaya Ranasinghe, Senior Manager, Tax, EY
2:45pm-3:30pm
 
Common Deal Challenges & How To Address and Avoid Them

The LOI is signed.  Great – but challenges lie ahead that must be carefully navigated to avoid collapse or changes to the negotiated deal, after-all, buyers and sellers often have differing needs and objectives.  While the idea of providing unfettered access to your confidential business information may sound scary, it is standard operating procedure once a letter of intent is signed. This panel discussion will highlight key areas of tension and risk for sellers. You’ll learn ways to maintain control of the sale process without impeding success.

This is your opportunity to learn about common “deal breakers” so that you and your advisors can prepare.

Common challenges that will be discussed include:

  • Working capital  
  • Post LOI tax structuring
  • Common omissions not dealt with in an LOI
  • Declining company or economic performance during process
  • Unsophisticated legal counsel
  • “Busted” auctions
  • Breaches of confidentiality
  • Delays obtaining third-party consents
  • Buyer financing difficulties
  • “Deal fatigue”
Moderator: Doug Beaton, Executive Director, M & A Advisory, Deloitte
Panel:
Heather Barnhouse, Partner, Dentons
Jon Spencer, Managing Director, TriWest Capital Partners
Gordon Howie, President & CEO, Coast Wholesale Appliances
Kristi Miller, Managing Partner, Krystal Growth Partners
4:15pm-5:30pm
 
Cocktails & Conversation Networking Reception

Are you a member of the Family Enterprise Xchange?
BTF delegates will receive 7 CE Credits for attending the BTF Edmonton Forum
Program, Schedule, and Speakers Subject to Change Without Notice
MAY 18, 2018 | VALUE/RISK WORKSHOP (ADD-ON OPTIONAL)
Westin Edmonton
 

“How to Maximize The Selling Price of Your Business and Protect Yourself In The Process”

A not-to-be-missed educational workshop for business owners who are serious about maximizing the proceeds of an eventual sale.

In this two-part, half-day workshop we’ll take a deep dive into operational and financial engineering that can take years to execute – guaranteed to increase the value of your business and improve the probability of finding buyers when the time is right.  We’ll show you which areas of your business buyers value most (and why), and explain how to manage personal and corporate risk.

(Only 50 seats available. Business owners only. Workshop is an additional charge.)

 

7:30am-8:00am
 
Continental Breakfast
8:00am-9:45am
 
Part I – Enhancing the value of your business
  • Value assessment: What is your company worth? Common methods of assessing value will be addressed.
  • Operational and financial bootcamp.  What areas of your business should you focus on to increase value + surprising areas of your business that can destroy value.
  • What buyers are looking for and why some businesses are considerably more attractive than other businesses.
  • The competitive sale process: Learn how a competitive sale process works, and why it is the best way to maximize price and terms of an eventual sale.
Workshop Leaders:
Vincent Kong, Director, AltaCorp Capital
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
9:45am-10:15am
 
Refreshment Break – Network with other business owners
10:15am-noon
 
Part II – Managing Unintended Consequences
  • How to protect yourself from unexpected business risk prior to a transaction
  • How to prepare your company (and you personally) for a successful sale.
  • Learn what risks should be addressed, including subtleties of legal agreements, non-compete clauses, wills that misalign with shareholder’s agreements, powers of attorney and more
  • There are several ways to structure the sale your company (including how and when you get paid). What are your options?
  • Learn how to manage confidentiality and protect yourself against rogue competitors, suppliers, employees or customers.
  • Tactics to avoid major post-sale surprises
  • Shrewd buyer tactics that you need to know about
Workshop Leaders:
Perry Feldman, Associate, Fasken
Sarah Gingrich, Partner, Fasken
Are you a member of the Family Enterprise Xchange?
BTF delegates will receive 7 CE Credits for attending the BTF Edmonton Forum
Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 29, 2019 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS
5:30 PM - 7:00 PM
 
VIP WELCOME RECEPTION FOR BUSINESS OWNERS – BY INVITATION
OCTOBER 30, 2019 | CONFERENCE PROGRAM
 

*The conference has been approved for the following continuing education credits:

  • Alberta lawyers may consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta.
  • FEA designates may earn 7 hours of CE for the entire conference.
7:15 AM – 8:00 AM
 
Registration, Networking & Continental Breakfast
8:00 AM – 8:10 AM
 
Forum Overview by Conference Chair

Introduction by Kristi Miller, Founder and National Managing Director, First West Capital

Chair: Matthew Kellow, Vice President, Growth & Transition Capital, Western Canada, BDC Capital
8:10 AM – 8:40 AM
 
The 30,000-foot Perspective: How Will the Economy Impact Your Business Today & in the Future?

The decisions you make today will ultimately impact your business in the future. What are the current economic conditions and market trends that business owners need to consider when thinking about your business? How might these trends impact your business? This session will provide insights into both a macro view of the economy, as well as provide insights on regional and industry sector differences. You will also get an understanding of the current M&A environment and factors which might impact it in the future.

Speaker:
Pierre Cléroux, Vice President Research & Chief Economist, BDC
8:40 AM – 9:15 AM
 
The Roadmap to Transition: How to Build a Saleable Business

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. Who’s to know if and when there may come a knock on your door? What exactly should you be doing now in order to get your business ready? 

This session will provide you with an understanding of the extensiveness of the process and how much advanced planning is required so that you can build your own roadmap with exactly what you need for a successful transition.

  • A step-by-step overview of the mechanics of selling and/or transitioning a business
  • At what stage should you be considering hiring advisors or other transition experts 
  • How to mitigate risk to maximize reward and successfully exit your business with confidence
Speaker:
Cody Church, CEO & President, Clear North Capital
9:15 AM – 10:15 AM
 
Here’s One for the Books: Lessons from Seasoned Buyers

What do buyers look for when assessing a potential acquisition? Growth prospects, financial health, management team and strategic fit are just a few of the considerations.

In this panel strategic buyers and private equity purchasers will discuss the metrics that matter most to them, lessons they have learned along the way and what to consider if you are just looking for liquidity options (ie, you just want to take some cash off the table).

Moderator: Ilan Jacobson, Founding Partner & CEO, FirePower Capital
Panel:
Kristi Miller, Managing Partner, Krystal Growth Partners
Chad Robinson, Managing Director, SCF Partners
Jon Spencer, Managing Director, TriWest Capital Partners
Devin Wagner, Managing Director, Western Region Transactions Leader, Grant Thornton LLP
10:15 AM – 10:45 AM
 
Networking & Coffee Break
10:45 AM – 11:45 AM
 
Concurrent Sessions: A1 – A3
 
A1: Strategies to Maximize Price & Negotiate Deal Terms

Negotiating the sale of your business can vary significantly, not only between bidders but also with any particular potential buyer. The process selected and terms dictated by the seller in a transaction will impact the “price” paid. It is fundamental to understand how the selling process will impact what you receive for your company.

The panel will discuss and elaborate on best practices, industry myths and misconceptions, and alternatives for consideration in designing a process to structure your transaction for a fair price.  Through an interactive discussion you’ll learn:

  • Why companies should be sold, not bought
  • How to decide on the breadth and nature of a sale process
  • Why timing and deal tension matters, and how to create it
  • Which terms have an impact on price, and which do not
  • The roles an advisor can play through the sale process, and when and how to manage them
Moderator: Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
Panel:
Alan Chettiar, Partner, M&A Advisory, FirePower Capital
Sharon Gray, President, RDT Valuations Group Inc.
Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
Terry Stephenson, President & CEO, Vertex Resources Group
Anthony Strawson, Co-Managing Partner, Felesky Flynn LLP
 
A2: Common Deal Challenges: How to Address & Avoid them

In order to attract a wide range of financial and/or strategic buyers, you must identify the areas of risk within your business well in advance. Potential buyers and their advisors will be on the lookout for red flags and trouble spots once an offer is on the table; this is your chance to learn about “deal breakers” that work within your business so that you and your advisors can prepare. Common challenges that will be discussed include:

  • Working capital and tax structure issues
  • Declining company or economic performance during the process
  • Unsophisticated legal counsel
  • Delays in obtaining third-party consents
  • Tactics to avoid major post-sale surprises
  • “Deal fatigue”
Moderator: Bryan Haynes, Partner, Bennett Jones LLP
Panel:
David C. Curtis, Chairman and CEO, Longview Aviation Capital
Christoffer Mylde, SVP Corporate Development, Sproule
Mark Vodden, Vice President, KPMG Corporate Finance Inc.
 
A3: Building a Generational Business

Family businesses are unique in that transitioning them to the next generation is a complex, often deeply emotional, endeavour. How do you prepare for a generational business that is resilient, while keeping the legacy you have built intact. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.

  • What measures do you need to be taking to professionalize your  family owned and operated firm? 
  • How are you supporting a shift in leadership? 
  • How do you ensure you have the right governance in place?

In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.

Moderator: Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
Panel:
Stefan Erasmus, President, Werklund Family Office
Shauna Feth, President & CEO, Alberta Chambers of Commerce (ACC)
Lynne Fisher, National Team Leader, ExitSmart, MNP
11:45 AM – 12:50 PM
 
Networking Lunch
11:45 AM – 12:50 PM
 
Meet the Experts (MTE)

Bring your burning transition questions to our group of experts. This is your opportunity to meet and obtain advice from Canada’s leading and most reputable experts on the subject of transition-strategy.

12:55 PM – 1:25 PM
 
Luncheon Keynote: Fireside Chat – Life After the Close

In this Fireside Chat, you will hear the stories from a business owner who has gone through a transition of their business and now has the opportunity to reflect on the deal. How has the transition affected their personal and professional life?  What would they change if they were to do it all again? Would they negotiate differently, work with different strategic advisors or would they second guess their decision to exit?

Host: Mike Reynolds, Managing Director, MNP Corporate Finance
In discussion with:
Donald Cranston, President, Nutters Bulk & Natural Foods
1:30 PM – 2:20 PM
 
Concurrent Sessions: B1 – B3
 
B1: Executing An Effective Management Buyout

A management buyout can be an excellent succession strategy and an opportunity for senior managers to become owners. When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business?  How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved? 

This session will cover:

  • When should you begin your succession planning
  • How to prepare your senior management team for transition and the shift in leadership roles
  • How to ensure your management team is well-advised and independently advised.
  • Strategies for partner buyouts
  • Different types of financing and strategies to increase cash flow
  • Implementing your post-closing transition plan
Moderator: Janie Tremblay, Counsel, McMillan LLP
Panel:
Jeff Aplin, President & CEO, David Aplin Group
Jackie Fimrite, Vice President, RBC Mid-Market Mergers and Acquisitions
Vern Malcolm, Managing Director, Growth & Transition Capital, BDC Capital
 
B2: Can You Afford to Sell? Effectively Structuring Your Company for Transition

When you sell or transition your business you may face a significant tax bill. If you’re not careful, you could find yourself with less than half of the purchase price in your pocket. Fortunately, with the right preparation and enough time to implement, there are a number of opportunities to limit or even eliminate tax.

This session will look at real-world examples:

  • How to structure your company well in advance of a potential sale or recapitalization
  • Help you consider all of your business options to reap the benefits and avoid pitfalls
  • Tactics to avoid major post-sale surprises
  • Options for how to manage what are no longer business expenses in your life post-transition
Speaker:
Scott Bodie, Partner, Tax, Bennett Jones LLP
Trevor Thomson, Partner, Taxation Services, BDO Canada LLP
 
B3: Scaling Your Business in Preparation for Transition

Putting an emphasis on systematically growing your business could be your trojan horse to attracting the right type of buyer for your business. Increasing revenues, market share or scaling operations will help make your business that much more attractive to potential acquirers.

This session will explore the necessary steps to maximizing business value before you engage the sales process including strategies, tactics, and metrics you can put to work right away that will have both immediate impact as well as set your company up for greater future success.

Moderator: Mike McIsaac, CEO & Managing Director, Baker Tilly Canada Corporate Finance
Panel:
Mark Brodkin, Private Equity National Head, Roynat Capital
Cheryl Grant, Managing Director, Grant Thornton Corporate Finance Inc.
Greg McIlwain, Business Law and M&A, McMillan LLP
Greg Tooth, Director, Equicapita
2:20 PM - 2:40 PM
 
Coffee Break
2:45 PM – 3:20 PM
 
The Valuation Levers – What’s your company really worth?

Do you really know what your business is worth? Most business owners don’t get nearly what they should because they weren’t prepared, and this can gravely affect the value of your company. As a business owner, it’s imperative to focus on the specific areas of your business that drive value, even if you have no immediate intention of selling. Furthermore, a successful sale for your shareholders can be very different from what you, the business owner, defines as a success. From the get-go you should understand the levers you need to “push or pull” in order to optimize the results you are looking for.

This session will explore key value drivers that require immediate attention in order to maximize the saleability of your business.

Speaker:
Josh Matthews, Managing Director, Corporate Finance, PWC Canada
3:25 PM – 4:15 PM
 
Exit Stories: The Good, The Bad & The Ugly

Hear from a panel of business owners who have gone through transition with their business and now have the opportunity to reflect on the process in the rear view mirror.  This panel will share insights on what they wish they had known at the beginning of their transition journey and their key learnings for their next endeavours. What would they change, if anything, if they were to do it all again? These business owners will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches. 

Moderator: Matthew Kellow, Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Panel:
Bill Darling, Former President, Big Guns Energy Services
Jeff Nugent, Chief Strategy & Global Business Development Officer, People 2.0
Cathie Saroka, President & CEO, Goldray Glass
Aroon Sequeira, Chairman, Sequeira Partners
4:15 PM – 5:30 PM
 
Cocktails & Conversation Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 31, 2019 | BUSINESS OWNERS WORKSHOP (ADD-ON OPTIONAL)
 

“How to Maximize The Selling Price of Your Business and Protect Yourself In The Process”

A not-to-be-missed educational workshop for business owners who are serious about maximizing the proceeds of an eventual sale.

In this two-part, half-day workshop we’ll take a deep dive into operational and financial engineering that can take years to execute – guaranteed to increase the value of your business and improve the probability of finding buyers when the time is right.  We’ll show you which areas of your business buyers value most (and why), and explain how to manage personal and corporate risk.

(Only 50 seats available. Business owners only. Workshop is an additional charge.)

7:30AM - 8:00AM
 
CONTINENTAL BREAKFAST
8:00AM - 9:45AM
 
PART I – ENHANCING THE VALUE OF YOUR BUSINESS
  • Value assessment: What is your company worth? Common methods of assessing value will be addressed.
  • Operational and financial bootcamp;  What areas of your business should you focus on to increase value + surprising areas of your business that can destroy value.
  • What buyers are looking for and why some businesses are considerably more attractive than other businesses.
  • The competitive sale process: Learn how a competitive sale process works, and why it is the best way to maximize price and terms of an eventual sale.
Workshop Leaders:
Alan Chettiar, Partner, M&A Advisory, FirePower Capital
Ilan Jacobson, Founding Partner & CEO, FirePower Capital
9:45AM - 10:15AM
 
REFRESHMENT BREAK – NETWORK WITH OTHER BUSINESS OWNERS
10:15AM - NOON
 
PART II – MANAGING UNINTENDED CONSEQUENCES
  • How to protect yourself from unexpected business risk prior to a transaction
  • How to prepare your company (and you personally) for a successful sale.
  • Learn what risks should be addressed, including subtleties of legal agreements, non-compete clauses, wills that misalign with shareholder’s agreements, powers of attorney and more
  • There are several ways to structure the sale your company (including how and when you get paid). What are your options?
  • Learn how to manage confidentiality and protect yourself against rogue competitors, suppliers, employees or customers.
  • Tactics to avoid major post-sale surprises
  • Shrewd buyer tactics that you need to know about
Workshop Leaders:
Justin Ferrara, Partner, Norton Rose Fulbright Canada LLP
Katherine Prusinkiewicz, Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP
Program, Schedule, and Speakers Subject to Change Without Notice
MAY 14, 2019 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS
5:30 PM - 7:00 PM
 
VIP WELCOME RECEPTION FOR BUSINESS OWNERS – BY INVITATION
MAY 15, 2019 | CONFERENCE PROGRAM
 

*The conference has been approved for the following continuing education credits:
– Alberta lawyers may consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta.
– FEA designates may earn 7 hours of CE for the entire conference.
– CPAs may include this content as verifiable CPD credits.

7:15 AM – 8:00 AM
 
Registration, Networking & Continental Breakfast
8:00 AM – 8:10 AM
 
Forum Overview by Conference Chair

Introduction by Tabreez Lila, Director of Growth and Transition Capital at BDC Capital

Chair: Dave Sparrow, President, Trailwise Capital
8:10 AM – 8:40 AM
 
The Big Picture: How Will the Economy Impact Your Business Today & in the Future?

The decisions you make today will ultimately impact your business in the future. What are the current economic conditions and market trends that business owners need to consider when thinking about transition? How will interest rates and/or the Canadian dollar impact deal terms and multiples? This macro view of the economy and the M&A environment will put things into perspective so that you can plan for the biggest transaction of your life.

Speaker:
Pierre Cléroux, Vice President Research & Chief Economist, BDC
8:40 AM – 9:15 AM
 
Putting the Right People on the Bus: Human Capital is Your Most Valuable Asset

Performance, leadership and culture are the building blocks of all successful businesses.  Understanding how strength in these areas drive the value and potential salability of your business value is critical. As a business owner you need to focus on “growth” in all three areas to ensure you have the right team in place, even if you have no plans to sell.

Speaker:
Andrew Rush, Vice President, Carpedia International
9:15 AM – 10:15 AM
 
The Buying Journey: A Purchaser’s Perspective

There are different types of buyers: strategic, private equity, management and family among them. Understanding your potential buyer universe will help clarify your objectives for selling and what you want success to look like. In learning about the different classes of buyers and capitalization options, you will quickly see that it isn’t a one size fits all game. It’s about the best fit for your type and size of business. In this session you will hear from different buyers and what influences their purchasing decisions. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3)

Moderator: Ilan Jacobson, Founding Partner & CEO, FirePower Capital
Panel:
Jeff Belford, Managing Director, TriWest Capital Partners
Jeff Pocock, Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP
Jeff Polovick, Founder and Board Member, The Driving Force Inc.
Peter Spencer, Principal, Pine Hill Capital
10:15 AM–10:45 AM
 
Networking & Coffee Break
10:45 AM – 11:45 AM
 
Concurrent Sessions: A1 – A3
 
A1: Strategic Partners & Private Equity Purchasers

There are many reasons involved in looking outside the ranks of your firm or family to find a potential suitor for your business. Depending on the size and type of business that you operate and your own personal circumstances, positioning your company to strategic, financial or other types of buyers including private equity, might be your most lucrative exit strategy. This session will dive into the mechanisms of selling your business to a third party for the best price and terms.

Through an interactive discussion you’ll learn:

  • How the right type of partner can prepare you for the sale that is right for your business
  • How to decide on the breadth and nature of a sale process
  • Why timing and creating deal tension matters
  • Terms that affect price and those that don’t
  • How to manage majority and minority shareholder agreements
  • How to prepare your management team for the cultural transition that lies ahead
Moderator: Tabreez Lila, Managing Director, Growth and Transition Capital, BDC Capital
Panel:
Axel Christiansen, Partner, Relay Transition Partners
Jesse Douglas, Chief Executive Officer, Wolverine Energy and Infrastructure Inc.
Marwan Jomha, Chief Operating Officer, La-Z-Boy Furniture Galleries
Paul Shaw, Vice President, Regimen Partners Inc.
 
A2: Management Buyouts & the Leadership Team

When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business?  How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved?

This session will cover:

  • When should you begin your succession planning
  • How to prepare your senior management team for transition and the shift in leadership roles
  • How to ensure your management team is well-advised and independently advised.
  • Strategies for partner buyouts
  • Different types of financing and strategies to increase cash flow
  • Implementing your post-closing transition plan
Moderator: Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
Panel:
Jonathan Herman, CPA, CA, ICD.D, President, Private Equity, KV Capital
Hussein Poonjani, Partner - Transaction, Grant Thornton LLP
Jonathan Piurko, President & CEO, Monarch Bridge Financial Inc.
Terran Sandwith, President, GS Construction
 
A3: Professionalizing Your Family Business

If intergenerational transition is right for your business how are you professionalizing a family owned and operated firm? How are you supporting this shift in leadership? How do you put the right governance in place? Professionalizing your family business is perhaps one of the most complicated change-over options emotionally. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.

In this session, presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.

Moderator: Christopher Wolfenberg, Partner, Fasken
Panel:
Adam Biel, Manager, JACK Capital Partners
Shauna Feth, President & CEO, Alberta Chambers of Commerce (ACC)
Codie Richard, CFO, Zender Auto Group Ltd.
11:45 AM – 1:00 PM
 
Networking Lunch
1:00 pm – 1:30 pm
 
Luncheon Keynote: Fireside Chat: Business Owner Succession Handoff

In this fireside chat, you will hear from business owner, Joe Murphy, President of Fireball Equipment, about the critical moments surrounding his company’s succession plan – in the transition of leadership and transition of ownership.

Moderator: Lynne Fisher, National Team Leader, ExitSmart, MNP
Panel:
Joe Murphy, President, Fireball Equipment
1:30 PM – 2:20 PM
 
Concurrent Sessions: B1 – B3
 
B1: Common Deal Challenges: How to Address & Avoid them

In order to attract a wide range of financial and/or strategic buyers, you must identify the areas of risk within your business well in advance. Potential buyers and their advisors will be on the lookout for red flags and trouble spots once an offer is on the table; this is your chance to learn about “deal breakers” that work within your business so that you and your advisors can prepare. Common challenges that will be discussed include:

  • Working capital and tax structure issues
  • Declining company or economic performance during the process
  • Unsophisticated legal counsel
  • Delays in obtaining third-party consents
  • Cyber-security risks
  • Tactics to avoid major post-sale surprises
  • “Deal fatigue”
Moderator: Logan Day, Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.
Panel:
Scott Acheson, Vice President, Sequeira Partners
Andy Fraser, President and CEO, NCSG Crane & Heavy Haul
Ian Reynolds, Partner, Bennett Jones LLP
Darryl Sam, Senior Director, First West Capital
 
B2: How to Build an Exit Team & What it Costs

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.

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.

Moderator: Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
Panel:
Bruce Bates, Co-Founder, Leadwin Doors
Alan Chettiar, Partner, M&A Advisory, FirePower Capital
Sarah Gingrich, Partner, Fasken
Andrew Kemper, Partner, Capital West Partners
 
B3: Wealth Strategies & The Personal Side of Post-Transition

Long-term thinking about your business is an enormous endeavor and the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-transition plan to help manage the impact this monumental change will have on your family, your emotions and your lifestyle is vital.

This session will provide helpful insights into what internal and external steps you should consider in order to handle the change from wealth creator to wealth manager.

Moderator: Carmen McHale, Senior Manager, Wealth Advisory Services, BDO
Panel:
Susan Fulford, Managing Director, Dynamic Legacy Inc.
Dave Mason, Director, Senior Private Wealth Manager, UBS Bank (Canada)
Richard Ouellette, Co-Founder, Karma & Cents Inc.
2:20 PM - 2:40PM
 
Networking & Coffee Break
2:40 PM – 3:30 PM
 
Fireside Chat: Overcoming Business Transitions Challenges

Join Josh Matthews from PwC as he sits down with a business owner to discuss how transactions impact the business owner, executive team and staff.

Host: Josh Matthews, Managing Director, Corporate Finance, PWC Canada
In discussion with:
Dave Sparrow, President, Trailwise Capital
Josh Sawatzky, Vice President, Spruceland Millworks Inc.
3:30 – 4:15 PM
 
Exit Stories: The Good, The Bad & The Ugly

Hear from a panel of business owners and experts who have gone through transition with their businesses and now have the opportunity to reflect on the process in the rear view mirror. The panel will share insights on what they wish they had known at the beginning of their transition journey and key learnings they have taken into their next endeavours.  What would they change if they were to do it all again, if anything? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.

Moderator: Dave Sparrow, President, Trailwise Capital
Panel:
Paul Anderson, Principal Consultant, Anderson & Associates
Ron Brown, CEO, Shippers Supply
Bernie Moore, Former President & CEO, CCI Thermal Technologies Inc.
4:15 PM – 5:30 PM
 
Cocktails & Conversation Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 21, 2020 | CONFERENCE PROGRAM
8:30AM - 8:35AM
 
Welcome Remarks from Conference Chair
Chair: Axel Christiansen, Partner, Relay Transition Partners
8:35AM - 9:10AM
 
Opening Keynote: Paving the Road to Recovery? How to Restart Your Business in the Wake of COVID-19

The business decisions you make now during the COVID transition period will ultimately impact your business tomorrow and into the future.  This opening session will provide real insights into a macro view of the economy while better understanding economic impact from this pandemic, how organizations can prepare for the future and how to mitigate risk.  This session will also address the expected timeline for different sectors to recover.

Speaker:
Pierre Cléroux, Vice President Research & Chief Economist, BDC
9:20 AM - 9:45 AM
 
From Survival to Growth – Your Roadmap to Transition
Speaker:
Tracey McVicar, Managing Partner, CAI Capital Partners
9:55 AM - 10:40 AM
 
Valuations of Yesterday and Tomorrow – How Will 2020 Value Drivers Be Different in the Post COVID World

Which critical steps should you take to achieve maximum value? With the global economy devastated by COVID-19 and related lockdowns, valuations are generally on a downward trajectory. However, not all businesses and industries are created equal. Widespread panic in markets can, more than ever, yield “gems” to the GP that “does their homework”. Modelling of the probable recovery of specific industries, lining up flexible lenders, detailed analysis of synergies, and forecasting possible “retooling” opportunities, amongst other things, can lead to returns that far outstrip what was possible in the previous bull market.

Speaker:
Steve Chen, VP & Head, First West Capital
Aleem Bandali, Managing Director, MNP
Simone Brunton, Principal, Transactions, Grant Thornton LLP
Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
10:50 AM - 11:25 AM
 
Concurrent Breakout Sessions
 
The Advisory Team – Why Lawyers, Accountants, and Succession Planners are Now More Important Than Ever. How Has the Role of an Investment Banker Changed Post COVID?

How has the role of an investment banker, lawyer and accountant changed post COVID? Will your advisory team help you streamline your business prior to selling and ultimately gain a bigger selling price at the finish line? This session will help you better understand the role each advisor plays and where they can make the difference as you look to transition.

Speaker:
Kristi Miller, Managing Partner, Krystal Growth Partners
Lynne Fisher, National Team Leader, ExitSmart, MNP
Rick Gendemann, Partner, Manning Elliott LLP
 
Are MBO’s/MBI’s more attractive going forward? Why?

A management buy-out can be an excellent succession strategy and likely a more common approach to succession post COVID. When considering a Management Buyout (MBO), how do you equip your management team to become a credible bidder for the business? How is your leadership positioned to perform going forward and engage in a potential MBO? When should you start looking at senior management team for potential transition?

Speaker:
David Wan, Director, Growth & Transition Capital, BDC Capital
Glenn Jacques, Dealer Principal & VP of Sales, Rocky Mountain Phoenix
Alf Sailer, Managing Director, Investment Banking, AltaCorp Capital
Derek Strong, Regional Director, Roynat Capital
 
What Does Your Business Look Like Going Forward?

 How will the new normal post COVID work environment permanently affect how you run your business? This discussion will look at key considerations for optimizing your leadership, team, and business environment both today and in the future.   

Speaker:
Carolyn de Voest,
Candace Giesbrecht, Strategic HR Consultant, Better Your Best, Business Performance Specialists
11:35 AM - 12:20 PM
 
Who are the Buyers & Investors in the Post COVID Era?

Private Equity, institutional and private money, is currently sitting on $1.2 trillion and looking to invest over the next 6 to 24 months.   What is investment looking for today when looking for businesses to acquire and how does this compare to private or institutional investment?

Speaker:
Peter J. Mogan, Founder and Senior Partner, Mogan Daniels Slager LLP
Gerry Bellerive, Managing Director, Regimen Partners
Charles Chang, President & Founder, Lyra Growth Partners Inc.
Andrew Kemper, Partner, Capital West Partners
George Rossolatos, CEO, Canadian Business Growth Fund (CBGF)
12:20PM - 1:00PM
 
Meet & Greet
Program, Schedule, and Speakers Subject to Change Without Notice
OCTOBER 22, 2020 | CONFERENCE PROGRAM
8:30AM - 8:35AM
 
Welcome Remarks from Conference Chair
Chair: Axel Christiansen, Partner, Relay Transition Partners
8:35AM - 9:10AM
 
Morning Keynote: Leadership in the Post COVID Era

COVID-19 has not just changed the world but also the DNA of our workplace ecosystem in many ways. What are the key steps you need to take to effectively adjust, re-build, and grow your team and business? How open and transparent have you been with your team during the pandemic? This session will address numerous questions that entrepreneurs are asking themselves today and provide practical and proven approaches for how they can be effective leading their teams to renewed success.

Speaker:
Matthew Gould, Co-Founder & President, MORECO Ltd.
9:20 AM - 9:55 AM
 
Fireside Chat – Life After the Close

In this Fireside Chat, you will hear the stories from a business owner that has gone through a transition of their business and now has the opportunity to reflect on the deal.  Nancy MacKay will join Darcy Kernaghan in discussion on how the sale affected their personal and professional life?  What would Darcy change if he were to do it all again?  Would he negotiate differently, work with different strategic advisors or have they second guessed the decision to sell?

Speaker:
Darcy Kernaghan, Founder, Securiguard Services Ltd.
Nancy MacKay, CEO, MacKay CEO Forums
10:05 AM - 10:40 AM
 
How to Get a Deal Done During COVID-19?

While COVID-19 caused a dramatic slowdown to the deal making boom of the last several years as many businesses were forced to put transactions on hold and instead focus on shoring up operations, we expect to see a resurgence in M&A activity as dry-powder from financial sponsors searches for returns and strategic buyers look for opportunities to adapt, take market-share and take advantage of a new perspective on future prospects.  How do buyers get comfortable completing deals in a non- face-to-face environment?  How is due diligence being conducted?  How are deals being financed?  What technologies and solutions are being used to overcome logistical obstacles?  This panel discussion will consider these questions and more on how to get a deal done during COVID-19.

Speaker:
Bryan Haynes, Partner, Bennett Jones LLP
Duncan Adams, Principal, TriWest Capital
Julie Afanasiff, Managing Partner, Sequeira Partners
10:50 AM - 11:25 AM
 
Concurrent Breakout Sessions
 
Family Business Post COVID

How has the pandemic affected family business and what strategies has your family initiated to manage the heightened emotional rollercoaster? Family businesses can be challenging to manage at the best of times. Some see these difficult times to make the necessary structural changes to allow the business to prosper for many years to come. This session will discuss many strategies that should be considered to effectively position your business post COVID.

Speaker:
Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
Dean Koeller, President, Calvert Home Mortgage Investment Corporation
Naim Ali, Chief Executive Officer, SM2 Capital
 
Negotiation Skills Post COVID – How to Maximize Price (and Terms)

Negotiating the sale of your business can vary significantly, not only between bidders but also with any particular potential buyer. The process selected and terms dictated by the seller in a transaction will impact the “price” paid. It is fundamental to understand how the selling process will impact what you receive for your company. The panel will discuss and elaborate on best practices, industry myths and misconceptions, and alternatives for consideration in designing a process to structure your transaction for a fair price.

Speaker:
Mackenzie Regent, Partner | Transaction Diligence, Kalos LLP
Dave Sparrow, President, Trailwise Capital
Alina Martin, Co-Founder & CEO, The Harvest Hub
David Allardice, Managing Principal, Miller Titerle + Company
11:40AM - 12:20PM
 
Survival Stories – And Why They Worked!

Hear from a panel of business owners who have experienced COVID -19 but also previous business downturns including GFC and 9/11. The group will share real life experiences from the trenches and how they navigated through different market downturns. The panel will also share the personal side of how they managed themselves through COVID-19.

Speaker:
Axel Christiansen, Partner, Relay Transition Partners
Kristin Delwo, Founder and CEO, Stacks
Andy Fraser, President and CEO, NCSG Crane & Heavy Haul
Jason Zanatta, President & CEO, Novo Textiles Co.
12:20PM - 1:00PM
 
Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
APRIL 4, 2022 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS - BY INVITATION
APRIL 5, 2022 | CONFERENCE PROGRAM
7:15AM - 8:00AM
 
Registration, Networking & Continental Breakfast
8:00AM – 8:10AM
 
Forum Overview by Conference Chair
Introduction by: Tabreez Lila, Managing Director, Growth and Transition Capital, BDC Capital
Chair: Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
8:10AM - 8:40AM
 
Opening Keynote: The Big Picture-Overview of Canadian Business Going Forward and the Impacts of COVID 19

What do economic conditions and market trends look like in a world recovering from COVID? How has the pandemic affected your business and will the economy rebound to pre pandemic numbers? This session will provide insights into both a macro view of the economy, as well as provide insights on regional and industry sector differences. You will also get an understanding of the current mergers and acquisitions environment and factors which might impact it in the future. 

8:40AM – 9:15AM
 
The Roadmap Checklist: How to Build a Saleable Business

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. Who’s to know if and when there may come a knock on your door? What exactly should you be doing now in order to get your business ready?  

This session will provide you with an understanding of the extensiveness of the process and how much advanced planning is required so that you can build your own roadmap with exactly what you need for a successful transition. 

  • A bird’s-eye-view of the mechanics of selling and/or transitioning a business 
  • At what stage should you be considering hiring advisors or other transition experts  
  • How to mitigate risk to maximize reward and successfully exit your business with confidence 
speakers:
Shane Dunn, Partner, Mergers & Acquisitions, EY Orenda Corporate Finance
Jon Spencer, Managing Director, TriWest Capital Partners
9:15AM – 10:15AM
 
Lessons (and Ideas) from Seasoned Buyers

What do buyers look for when assessing a potential acquisition? Growth prospects, financial health, management team, COVID impacts and strategic fit are just a few of the considerations.

In this panel, strategic buyers and private equity purchasers will discuss the metrics that matter most to them, lessons they have learned along the way and what to consider if you are just looking for liquidity options (i.e. you just want to take some cash off the table).

Moderator: Steve Chen, VP & Head, First West Capital
Panel:
Mark Brodkin, Private Equity National Head, Roynat Capital
Cheryl Grant, Managing Director, Grant Thornton Corporate Finance Inc.
Chris Hooper, Chief Investment Officer, Alberta Indigenous Opportunity Corporation
Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
10:15AM – 10:45AM
 
Networking & Coffee Break
10:50AM – 11:50AM
 
Concurrent Sessions: 1A – 1C
 
1A: Strategies to Negotiate the Best Deal & Terms

Negotiating the sale of your business can vary significantly, not only between bidders but also with any particular potential buyer. The process selected and terms dictated by the seller in a transaction will impact the “price” paid. It is fundamental to understand how the selling process will impact what you receive for your company.

The panel will discuss and elaborate on best practices, industry myths and misconceptions, and alternatives for consideration in designing a process to structure your transaction for a fair price.  Through an interactive discussion you’ll learn:

  • Why companies should be sold, not bought
  • How to decide on the breadth and nature of a sale process
  • Why timing and deal tension matters, and how to create it
  • Which terms have an impact on price, and which do not
  • The roles an advisor can play through the sale process, and when and how to manage them
Moderator: Mackenzie Regent, Partner | Transaction Diligence, Kalos LLP
Panel:
Jalal Jetha, Managing Partner, J.B. & Co. Ltd.
Alina Martin, Co-Founder & CEO, The Harvest Hub
Mike McIsaac, CEO & Managing Director, Baker Tilly Canada Corporate Finance
Ryan Smith, CEO, 360 Energy Liability Management
 
1B: Common Deal Challenges: How to Address & Avoid them

In order to attract a wide range of financial and/or strategic buyers, you must identify the areas of risk within your business well in advance. Potential buyers and their advisors will be on the lookout for red flags and trouble spots once an offer is on the table; this is your chance to learn about “deal breakers” that work within your business so that you and your advisors can prepare. Common challenges that will be discussed include:

  • Working capital and tax structure issues
  • Declining company or economic performance during the process
  • Unsophisticated legal counsel
  • Delays in obtaining third-party consents
  • Tactics to avoid major post-sale surprises
  • “Deal fatigue”
Moderator: Kelly R. Ford, Partner, Bennett Jones LLP
Panel:
Jason Ding, Chief Business Officer, Entos Pharmaceuticals
David Laycraft, Partner, Baker Tilly
Andrew Ramsay, Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services
Ray Yue, Founder/ CEO - [CARE] Group of Companies
 
1C: Lessons Learned in Building a Successful Multi-generational Business

Family businesses are unique in that transitioning them to the next generation is a complex, often deeply emotional, endeavour. How do you prepare for a generational business that is resilient, while keeping the legacy you have built intact. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.

  • What measures do you need to be taking to professionalize your family owned and operated firm?
  • How are you supporting a shift in leadership?
  • How do you ensure you have the right governance in place?

In this fireside chat, Russell Love will share his unique story about building a family business with his father and brothers so that you can successfully plan for your own family business transition.

speaker:
Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
In discussion with:
Russell Love, CEO, Cask Global Canning Company
11:50AM – 12:40PM
 
Networking Lunch 
12:40PM – 1:20PM
 
Luncheon Keynote: Finding the Right Strategic Partner

Tracey McVicar will sit down with Kleo Landucci in a fireside chat to discuss the exciting journey of a family-owned business who cast a global net to find the right strategic partner for their unique infrastructure business.   Kleo and her family have completed two separate transactions in three years and still own a percentage of the business today.  Hear what led the family to seek a strategic partner and how they approached the strategic process. Discover how they find the right partners and what they would change if they were to do it all again.

Moderator: Tracey McVicar, Managing Partner, CAI Capital Partners
In discussion with:
Kleo Landucci, CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal
1:30PM – 2:20PM
 
Concurrent Sessions: 2A – 2C
 
2A: Will Management Buyout’s (or Buy-in) Become More Common Post COVID?


A management buyout can be an excellent succession strategy and an opportunity for senior managers to become owners. When considering a management buyout or buy-in (MBO/MBI), how do you equip your management team to become a credible bidder for the business?  How is your leadership team positioned to perform? Have you effectively replaced yourself with the right skill sets and integrated your best people into the company’s operations, so they are prepared to become owners? Is the team aware of the risks and opportunities involved?

This session will cover:

  • When should you begin your succession planning
  • How to prepare your senior management team for transition and the shift in leadership roles
  • How to ensure your management team is well-advised and independently advised
  • Strategies for partner buyouts
  • Understanding ESOP’s
  • Different types of financing and strategies to increase cash flow
  • Implementing your post-closing transition plan
Moderator: James Robertson, Director, Growth & Transition Capital, BDC Capital
Panel:
Rhys Evans, Owner, Advanpro Ltd.
Jordan Martel, Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners
Murray Toews, CEO, Bonnetts Energy
 
2B: Are You Ready to Sell?

Knowing if you can afford to sell, and when you are ready to take the leap is the most difficult decision for many business owners. In addition to building a comprehensive succession plan and ensuring your organizational structure will not leave you with a giant tax bill, it is important to address the other factors to ensure a happy and prosperous life after the close.  The ability to shift from an entrepreneurial mindset to a capital management position requires planning and with the right preparation and enough time to implement. There are a number of opportunities to maximize the money in your pocket and ensure your financial success long after the close.

This session will look at real-world examples: 

  • How to structure your company well in advance of a potential sale or recapitalization 
  • Help you consider all of your business options to reap the benefits and avoid pitfalls 
  • Tactics to avoid major post-sale surprises 
  • Tips for shifting from an entrepreneur mindset
  • Wealth management tips and managing former business expenses post-transition
Moderator: Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
Panel:
Quinten Griffiths, Partner, Good Capital
Trishi Karan, Senior Tax Manager, Grant Thornton LLP
Jerry Koonar, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
Craig McDougall, Partner, Felesky Flynn LLP
 
2C: Scaling Your Business in Preparation for Transition

Putting an emphasis on systematically growing your organization could be your secret weapon when looking to attract the right type of buyer for your business. Increasing revenues, market share or scaling operations will help make your business that much more attractive to potential acquirers.

This fireside chat will share the necessary steps to maximizing business value before you engage the sale process including strategies, tactics and metrics you can put to work right away that will have immediate impact as well as set your company up for greater future success.

speakers:
Matt Flynn, Managing Director, Roynat Equity Partners
In discussion with:
Alex Webb, CEO, F12.net Inc.
2:20PM - 2:40PM
 
Coffee Break
2:45PM – 3:20PM
 
An Inside Look: 1 + 1 = 3 with this Merger

Cultivating, negotiating, finalizing, and communicating a successful cross-border merger between two entrepreneurial companies is no small task.   Is a merger, versus an outright sale, an option that should be on the table for your company to add value for shareholders?  

With the January 2022 announcement still fresh, and the merger between Canadian-based Compuvision and US-based VC3 closed – entrepreneurs are invited to join Compuvision CEO, Ryan Vestby, and Incite President Ted Kouri, to explore why they brought these two companies together.   We’ll explore lessons learned from the deal, and future growth plans.  In addition to “taking a few chips off the table,”  what were the factors that brought these two companies together, and what can other business owners take away from this deal?

Moderator: Ted Kouri, Founder & President, Incite
In discussion with:
Ryan Vestby, CEO, CompuVision
3:20PM - 4:00PM
 
Exit & Transition Stories: The Good, The Bad & The Different

Hear from a panel of business owners who have gone through transition with their business and now have the opportunity to reflect on the process in the rear-view mirror.  This panel will share insights on what they wish they had known at the beginning of their transition journey and their key learnings for their next endeavours.  What would they change, if anything, if they were to do it all again? These business owners will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches. 

Moderator: Allison Maher, Co-founder, Family Wealth Coach Planning Services Inc.
Panel:
Kevin Campbell, Co-Founder & Former CEO, Policy Works Inc.
Kristin Delwo, Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.
Grant Kook, President, CEO and Chair, Westcap
4:00PM – 5:00PM
 
Cocktails & Conversation Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
MAY 10, 2022 | VIP WELCOME RECEPTION FOR BUSINESS OWNERS
MAY 11, 2022 | CONFERENCE PROGRAM
7:15AM-8:00AM
 
Registration
7:15AM - 8:00AM
 
Networking & Continental Breakfast
8:00AM – 8:05AM
 
Welcome & Forum Overview by Conference Chair
Chair: Cheryl Lockhart, Partner, Omni Management Consulting Alliance
8:05AM - 8:35AM
 
Opening Keynote: The Big Picture-Overview of Canadian Business Going Forward and the Impacts of COVID 19

What do economic conditions and market trends look like in a world recovering from COVID? How has the pandemic affected your business and will the economy rebound to pre pandemic numbers? This session will provide insights into both a macro view of the economy, as well as provide insights on regional and industry sector differences. You will also get an understanding of the current mergers and acquisitions environment and factors which might impact it in the future. 

speaker:
Pierre Cléroux, Vice President Research & Chief Economist, BDC
8:35AM – 9:25AM
 
The Golden Egg: The Impact of People on the Value of Your M&A Deal

Both buyers and sellers recognize that human capital is one of the most important assets in a company, but will it be preserved during the transition of a merger or acquisition? Strategies for talent retention, HR due diligence, structuring deals to keep people post deal, communication to staff, surviving general HR trends (like the Great Resignation) should be addressed long before a deal hits the table.  It takes time to build a strong corporate culture and an acquirer wants to know that it is resilient enough to fit into a new mother ship and talent won’t peel off with a sale? 

This session will cover issues such as: 

  • Retention strategies 
  • Timing: when/ how to tell staff re: transition 
  • Building a resilient culture and trust on your team when an M&A deal is on the table.  
  • The importance of integration and instilling an agile mindset in leaders and their teams after a merger.  
  • Accessing senior management for due diligence
Moderator: Debby Carreau, CEO & Founder, Inspired HR Ltd
In discussion with:
Tom Kramer, President & CEO, Smith Cameron Group
9:25AM – 10:15AM
 
Lessons (and Ideas) from Seasoned Buyers

What do buyers look for when assessing a potential acquisition? Growth prospects, financial health, management team, COVID impacts and strategic fit are just a few of the considerations. 

In this panel strategic advisors and private equity purchasers will discuss the metrics that matter most to them, lessons they have learned along the way and what to consider if you are just looking for liquidity options (ie, you just want to take some cash off the table). 

Moderator: Geoff Devereux, Director, First West Capital
Panel:
Matt Flynn, Managing Director, Roynat Equity Partners
Mike McIsaac, CEO & Managing Director, Baker Tilly Canada Corporate Finance
Don Montgomery, President, M&A Advisor, True North Mergers & Acquisitions
Ryan Norton, Managing Director, Grant Thorton LLP
10:15AM – 10:45AM
 
Networking & Coffee Break
10:50AM – 11:50AM
 
Concurrent Sessions: 1A – 1C
 
1A: Strategies to Negotiate the Best Deal & Terms

Negotiating the sale of your business can vary significantly, not only between bidders but also with any particular potential buyer. The process selected and terms dictated by the seller in a transaction will impact the “price” paid. It is fundamental to understand how the selling process will impact what you receive for your company. 

The panel will discuss and elaborate on best practices, industry myths and misconceptions, and alternatives for consideration in designing a process to structure your transaction for a fair price.  Through an interactive discussion you’ll learn: 

  • Why companies should be sold, not bought 
  • How to decide on the breadth and nature of a sale process 
  • Why timing and deal tension matters, and how to create it 
  • Which terms have an impact on price, and which do not 
  • The roles an advisor can play through the sale process, and when and how to manage them 
Moderator: Mackenzie Regent, Partner | Transaction Diligence, Kalos LLP
Panel:
Shannon Chmelyk, MBA Principal, Collingwood Capital
Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
Vernon Sabeski , Founder, All-Net Municipal Solutions
 
1B: Common Deal Challenges: How to Address & Avoid them

In order to attract a wide range of financial and/or strategic buyers, you must identify the areas of risk within your business well in advance. Potential buyers and their advisors will be on the lookout for red flags and trouble spots once an offer is on the table; this is your chance to learn about “deal breakers” that work within your business so that you and your advisors can prepare. Common challenges that will be discussed include: 

  • Working capital and tax structure issues 
  • Declining company or economic performance during the process 
  • Unsophisticated legal counsel 
  • Delays in obtaining third-party consents 
  • Tactics to avoid major post-sale surprises 
  • “Deal fatigue” 
Moderator: Chad Danard, Senior Managing Director, TriWest Capital Partners
Panel:
Ceilidh Hemmati, Partner, Bennett Jones LLP
Brian Jones, CEO, HCI Filtration Inc.
Evelyn Riedlinger, Vice President, Transactions & Corporate Finance, EY
 
1C: Transitioning a Family Business: Lessons Learned From a Second Generation Perspective

Family businesses are unique in that transitioning them to the next generation is a complex, often deeply emotional, endeavour. As a young family owner, aspiring to one day take the reins, how do you prepare for such a monumental responsibility. As an exiting parent (or other family member), how do you impart years of experience and knowledge and ensure younger family members are successful, yet able to chart their own path?  For all parties, the goal is to create a business that is resilient, while keeping the legacy intact. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives.  

  • What measures do you need to be taking to professionalize your family owned and operated firm?   
  • How are you supporting a shift in leadership?   
  • How do you ensure you have the right governance in place?  
  • In this session second generation business owners will share their recent experiences and perspectives in taking over the family business. 
Moderator: Dena Gillies, Partner, Omni Managing Consultant Alliance
Panel:
Lesley Bowman, Director, Park Paving Ltd.
Josh Remai, CEO, Span West
Jerico VanBrabant, CEO, MCSnet
11:50AM – 12:50PM
 
Networking Lunch 
12:50PM – 1:20PM
 
Fireside Chat:  Closing a Strategic Sale Was Just The Beginning

Josh Matthews sits down with Ben Sawatzky, founder of Spruceland Millworks. In this Fireside Chat you will hear from a successful Alberta business owner who completed a sale in 2018 to Millar Western Forest Products, which was subsequently acquired by Canfor in 2022. Hear Ben’s perspective on the two deals, his experience staying involved in the business after the first transaction closed, and advice that potential sellers should consider before finalizing a transaction.

Moderator: Josh Matthews, Managing Director, Corporate Finance, PWC Canada
In discussion with:
Ben Sawatzky, President and Member of the Board of Directors, B.D.K. Properties Ltd
1:30PM – 2:20PM
 
Concurrent Sessions: 2A – 2C
 
2A: Alternative Transition Structures: Exploring if an MBO or Minority Equity Investor Could be a Good Fit for Your Business

COVID has prompted a surge in non-traditional M&A deal structures and accelerated deals. There are a number of transaction structures that aren’t  reliant on a large amount of cash, and can take a variety of different forms, such as a management buyout or buy-in (MBO/MBI), acquiring minority stakes or entering cooperative arrangements through joint ventures, alliances, or partnerships as a success strategy. 

This session will cover topics such as:

  • When should you begin your succession planning and prepare your senior management team for transition and potential shifts in their leadership roles
  • Strategies for partner buyouts
  • Different types of financing to increase cash flow
  • Implementing your post-closing transition plan
  • Factors to consider in an alternate financing structure is right for you
Moderator: Kelly Nicolson, Regional Director of the Prairies region, Roynat Capital
Panel:
Cheryl Grant, Managing Director, Grant Thornton Corporate Finance Inc.
Ashley Hoffer, Director of Operations, Electrogas
Leanne Yeatman, Chief of Staff, Managing Partner, F12.net
Tabreez Lila, Managing Director, Growth and Transition Capital, BDC Capital
 
2B: Are You Ready to Sell?

Knowing if you can afford to sell, and when you are ready to take the leap is the most difficult decision for many business owners. In addition to building a comprehensive succession plan and ensuring your organizational structure will not leave you with a giant tax bill, it is important to address the other factors to ensure a happy and prosperous life after the close.  The ability to shift from an entrepreneurial mindset to a capital management position requires planning and with the right preparation and enough time to implement. There are a number of opportunities to maximize the money in your pocket and ensure your financial success long after the close. 

This session will look at real-world examples:  

  • How to structure your company well in advance of a potential sale or recapitalization  
  • Help you consider all of your business options to reap the benefits and avoid pitfalls  
  • Tactics to avoid major post-sale surprises  
  • Tips for shifting from an entrepreneur mindset 
  • Wealth management tips and managing former business expenses post-transition 
Moderator: Dalyce Seitz, CIM | Portfolio Manager, Private Clients and Foundations, Leith Wheeler Investment Counsel Ltd.
Panel:
Allan Sawiak, Partner, Taxation, Kingston Ross Pasnak LLP
Michael Steele, CFO, Nano Technologies (AdvEn Industries)
 
2C: Scaling Your Business in Preparation for Transition

Putting an emphasis on systematically growing your organization could be your secret weapon when looking to attract the right type of buyer for your business. Increasing revenues, market share or scaling operations will help make your business that much more attractive to potential acquirers. 

This session will explore the necessary steps to maximizing business value before you engage the sale process including strategies, tactics and metrics you can put to work right away that will have immediate impact as well as set your company up for greater future success. 

Moderator: Ted Bradshaw, Expert EOS Implementer, EOS Worldwide
Panel:
Darrell Friesen, General Manager, Jet Label 
Brad Gaulin, CEO, CEvO Solutions Inc.
Amanda Vella, Senior Director, Business Advisory, ATB Value Accelerator, ATB Financial
2:20PM - 2:40PM
 
Coffee Break
2:45PM – 3:15PM
 
What’s Your Company Really Worth?

Do you really know what your business is worth? Has COVID affected your company’s valuation? Most business owners don’t get nearly what they should because they weren’t prepared, and this can gravely affect the value of your company. As a business owner, it’s imperative to focus on the specific areas of your business that drive value, even if you have no immediate intention of selling. Furthermore, a successful sale for your shareholders can be very different from what you, the business owner, defines as a success. From the get-go you should understand the levers you need to “push or pull” in order to optimize the results you are looking for.  

This session will explore key value drivers that require immediate attention in order to maximize the salability of your business. 

speaker:
Kira Gregson, Partner, Sequeira Partners
3:15PM - 4:00PM
 
Exit Stories: The Good, The Bad & The Different

Hear from a panel of business owners who have gone through transition with their business and now have the opportunity to reflect on the process in the rear-view mirror.  This panel will share insights on what they wish they had known at the beginning of their transition journey and their key learnings for their next endeavours.  What would they change, if anything, if they were to do it all again? These business owners will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.   

Moderator: Cheryl Lockhart, Partner, Omni Management Consulting Alliance
Panel:
Rob Bertram, CEO, Ideal Products
Kristin Delwo, Founder and CEO, Stacks
Chris Micetich, Founder, President, and CEO, Brassdome Group
Eric Warnke, Co-Founder and CEO, Mover
4:00PM – 5:00PM
 
Cocktails & Conversation Networking Reception
Program, Schedule, and Speakers Subject to Change Without Notice
MAY 12, 2022 | ENTREPRENEUR WORKSHOP (ADD-ON OPTIONAL)
 
Masterclass Workshop – A Deeper Dive

(add-on, half day workshop for entrepreneurs) 

“How to Maximize The Selling Price of Your Business and Protect Yourself In The Process” 

A not-to-be-missed educational workshop for business owners who are serious about maximizing the proceeds of an eventual sale. 

In this two-part, half-day workshop we’ll take a deep dive into operational and financial engineering that can take years to execute – guaranteed to increase the value of your business and improve the probability of finding buyers when the time is right.  We’ll show you which areas of your business buyers value most (and why), and explain how to manage personal and corporate risk. 

(Only 50 seats available. Business owners only. Workshop is an additional charge.) 

 
 

speakers:
Paul Barbeau, Partner, McMillian LLP
Eric Colberg, Domestic Tax Partner, BDO Transaction Advisory Services Inc.
Julia Loney, Partner, McMillian LLP
Adam Mallon, Managing Director, Transaction Advisory Services, BDO Canada LLP
8:00AM - 8:30AM
 
Continental Breakfast
8:30AM – 9:15AM
 
Creating & Working Through the Transition Checklist

The secret to succession planning success is to be ready to sell, even if your business is not for sale. By being proactive, you’ll maximize the value of your business when the time, buyer and terms are right.  Selling or otherwise exiting a business is, by far, the most complex transaction that most entrepreneurs will ever undertake.  Detailed planning is instrumental and ideally begins long before any decision to sell.  Starting your transition checklist is key to the end result.  

Some general key points to include: 

  • Define overarching goals – Self-assessment of primary reasons for transition: When is the right time to transition or otherwise exit? 
  • Plan for successors 
  • Explore tax opportunities and maximize retirement income 
  • Effectively communicate your succession plan 
  • Build a contingency plan 
9:15AM – 10:00AM
 
Value Creation for your Business
  • Value assessment: What is your company worth? Common methods of assessing value will be addressed.
  • Operational and financial bootcamp.  What areas of your business should you focus on to increase value + surprising areas of your business that can destroy value.
  • What buyers are looking for and why some businesses are considerably more attractive than other businesses.
  • The competitive sale process: Learn how a competitive sale process works, and why it is the best way to maximize price and terms of an eventual sale.

10:00AM – 10:30AM
 
Refreshment Break – Network With Other Business Owners
10:30AM – 11:15AM 
 
Do I need an Exit Team and 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. 

After attending this workshop, 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. 

11:15AM – 12:00 PM
 
The Due Diligence Process & Why Sellers Should Care

While the idea of providing unfettered access to the confidential information pertaining to your business may sound scary, it is standard operating procedure when it comes to transitioning your business to an outsider. Learn about ways to maintain control of process without impeding success. While you may only go through the process with a buyer who you believe is qualified and fully committed to completion, many deals collapse at the due diligence stage. Buyers and their advisors will be on the lookout for red flags and trouble spots. This is your opportunity to learn about common “deal breakers” so that you and your advisors can prepare for them and maintain momentum during this crucial phase.

Program, Schedule, and Speakers Subject to Change Without Notice
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