Enjoy the conference!
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team, which has a focus on mid-market, private mergers and... Read More
As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
As a career entrepreneur, Malcolm Fraser is the perfect fit as president and CEO of Innovacorp. In this role, Malcolm... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More
Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Welcome to the 6th 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 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.
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More
Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More
Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... Read More
Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. She has been with the firm for... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
I acquired Smith Cameron Process Solutions in 2011 with an equity partner (fellow YPO’er, Terry Holland). Subsequently, acquiring Turnkey Rotating... Read More
Welcome to the 2nd annual Business Transitions Forum in Atlantic. 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.
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More
Bob Blunden is the firm’s Principal Consultant. He was Associate Professor of Strategic Management and Family Enterprise at the Rowe... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Chris is a lawyer and Partner in the firm’s Halifax office whose practice is focused in the areas of mergers... Read More
As a business advisor for McInnes Cooper, Peter’s work has included development of business priorities, expansion of the firm’s client... Read More
Sarah is a lawyer and partner at McInnes Cooper and has practiced business law since 2001. She routinely advises corporate... Read More
Jim is a partner in the Halifax office of Stewart McKelvey. An Acadia University (BBA) and Dalhousie University (LLB) graduate,... Read More
David’s career in financial services spans more than 20 years, with 12 of those spent with Roynat Capital. During his... Read More
I am an Advisory Partner and have spent the majority of my career working in the areas of Corporate Finance... Read More
Bruce Hogan sits on the board at Leading Edge Geomatics. Bruce worked as a Geomatics Technician with the Department of... Read More
Chace Hynes, CPA, CA, CBV, is a Director with MNP’s Corporate Finance team in Halifax. Chace helps owner-managers in various... Read More
John Flewelling, P.Eng. is President & CEO of CBCL Limited, a multi-discipline engineering consulting firm offering professional services across Atlantic... Read More
As Principal of the Grant Thornton Atlantic Transactions practice, I provide valuation, merger and acquisition, and debt advisory services to... Read More
Dan Jennings is a Partner in BDO’s Dartmouth office, where he advises small to medium-size enterprises on various accounting, financial... Read More
Suzanne is a Partner in KPMG’s Advisory Services practice in Atlantic Canada. She has over 24 years of professional experience... Read More
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Don Mills is currently the President of Crane Cove Holdings Limited, his family investment firm, a partner in Cabco, an... Read More
I’m a partner in tax services in Nova Scotia and have specialized in domestic corporate tax consulting and planning for... Read More
Craig Maloney, MBA, CPA, CA, CBV, is a Managing Director with MNP’s Corporate Finance, Valuations and Litigation Support groups. Working... Read More
Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More
Michael has been the CEO of HanMac Capital since 2015. HanMac is a family-owned, Halifax-based investment firm that partners with... Read More
Gina McFetridge is President of Archway Insurance. As co-owner of Archway, with her business partner and brother Michael Stack, they... Read More
In 2002, Dallas founded Dallas Mercer Consulting (DMC) offering Disability Management services. As an employer advocate, she added efficiency to... Read More
Marie is the President and CEO of CUA, one of Atlantic Canada’s largest community banking institutions, a position she has... Read More
Jillian Murray is a Partner in the Transactions practice of Grant Thornton in Halifax, N.S. Jillian has spent the majority... Read More
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Rob is President of SeaFort Capital, an investment company based in Halifax. Prior to co-founding SeaFort Capital in May 2012,... Read More
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
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.
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More
Darren serves as Chairman and CEO of the Guildfords Group of Companies. He is also Chair and CEO of Nantes... Read More
John Risley is Chairman and CEO of CFFI Ventures Inc., a diversified holding company operating internationally. The company has majority... Read More
Founder of Cresco in 1989, Hossein Mousavi came to Nova Scotia in 1980 from his birthplace Iran to study at... Read More
Daren is a Partner in McInnes Cooper’s Halifax, NS office whose law practice is focused on tax, estate planning, trusts... Read More
As President, CEO and co-owner of Lindsay Construction, Cory leads his team with a unique combination of analytical business acumen,... Read More
Bob brings an extensive background with varied experience developed from a diverse and successful background in the oil and gas,... Read More
Christine is a partner in the Halifax office of Stewart McKelvey. She works with her business clients to assist them... Read More
Peter Fahey is President & CEO of PFI International Limited, an investment and consulting company with a focus in heavy... Read More
Kevin Fraser is a Partner in the Transactions practice of Grant Thornton based in Halifax, N.S and plays a significant... Read More
Tom Hickey is a native of Glace Bay, Cape Breton, Nova Scotia. He earned his degree in civil engineering from... Read More
Dedicated to the success of her clients, Margie’s career focus is on change and transition in organizations, teams and individuals... Read More
A valuations and advisory leader with BDO in Prince Edward Island and Atlantic Canada. I have worked with a diverse... Read More
Paul Ryan is Director, Growth & Transition Capital in BDC’s Halifax office, where he supports clients across Nova Scotia. Paul has... Read More
Zac has more than 12 years of experience in private equity investing, M&A, and corporate finance and strategy. Prior to... Read More
Amanée has been a Realtor since 2010 and obtained her FRI designation from REIC in 2016. She specializes in residential real estate... Read More
Dr. Lesley Steele is a serial entrepreneur in the Veterinary Industry, a disrupter, visionary, quick start, multiplier and still practices... Read More
Matt joined SeaFort Capital as Vice President 2012. SeaFort is a private investment firm based in Halifax that partners with... Read More
Larry’s 25+ years of professional experience covers the full gamut of heavy civil expertise, from hydro-electric and wind energy developments... Read More
David is a partner in the Halifax office of Stewart McKelvey. David has a broad corporate and securities practice with... Read More
Louie Velocci is the Office Managing Partner for KPMG in Halifax, Nova Scotia, Lead Advisory Services Partner for Atlantic Canada and National... Read More
Nikki is the Partner leading the Deals practice for PwC in Atlantic Canada. She leads the Valuations, Modelling and Disputes... Read More
Victoria does not fit the traditional mold of a commercial insurance broker, let alone one who specializes in the construction... Read More
Welcome to the 6th annual Business Transitions Forum in Toronto. 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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... Read More
George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the... Read More
Bruce started working in the computer business in the 70’s representing Gandalf Technologies. After selling a computer consulting business in... Read More
Anne Whelan is a Canadian entrepreneur, innovator, community and business leader. As the founder and CEO of the Seafair group, she... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
David joined the SVP Board in 2019. He and his wife Kathy Butler have been SVP Partners since 2003. Over... Read More
In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More
Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More
Sarah Young became a partner in NATIONAL in December 2012 when the Firm acquired a majority interest in MT&L Public Relations, a... Read More
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.
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:
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 (ie, you just want to take some cash off the table).
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:
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:
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.
In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.
In this Fireside Chat you will hear the stories from a business owner who has gone through a transition of their business and now have the opportunity to reflect on the deal in the rear-view mirror. How has the transition affected their personal and professional life? What would they change if they were to do it all again, if anything? Would they negotiate differently, work with different strategic advisors or would they second guess their decision to exit? The discussion will help build and broaden your frame of reference by sharing war stories.
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 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:
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.
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.
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.
(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.)
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:
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.
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.