This is the Workshop Archives for the Atlantic Business Transitions Forum.
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Professional Summary Dynamic and strategic leader with over 35 years of entrepreneurial success as the Founderand CEO of Time +... Read More
Drew joined MC Advisory in January 2021 as Managing Director, leading the launch of the firm with a vision to... Read More
Cathy is Co-Founder and Managing & General Partner of Sandpiper Ventures. Among the first all-woman GP venture fund firms in... Read More
Will Bernard isn’t a fan of incremental change. As Chief Operating Officer at Kindred Home Care – New Brunswick’s largest... Read More
Tim Blais is the founder and owner of Gateway Business Brokers. His services have brought value to a wide variety... Read More
Danny Connors is the Business Center Manager for mid-market businesses in Nova Scotia. Danny is based out of Halifax and... Read More
Kirk Cornell joined BDC in 2004 and over that time has held several roles within the organization, most recently as... Read More
Michael Denham is Executive Vice-President of Commercial and Private Banking. He isresponsible for developing strategic orientations, advancing the client experience... Read More
Jennifer DeWare is a seasoned consultant and energizing public speaker with 20 years of experience in process improvement, facilitation, Change management,... Read More
David’s career in financial services spans more than 20 years, with 14 of those spent with Roynat Capital. During his... Read More
Scott has worked with hundreds of owners to maximize the value of their businesses. Beyond leading the OpnRoad team, he... Read More
My dream is one billion happier people.While not the typical career path of an Electrical Engineer, I began exploring the... Read More
Robert Gale has owned and operated more than a dozen companies throughout Atlantic Canada, at ties, with as many as... Read More
Denis joined East Coast Dental Group as the new CEO in September 2020. He brings with him a wealth of... Read More
Tom is a director at Baker Tilly Canada Corporate Finance (previously Renaissance Mergers & Acquisitions). An experienced corporate finance and... Read More
Mike Notto is Partner, Growth Equity at BDC Capital. Mike has over 20 years of diverse professional experience including roles... Read More
I am the Atlantic Regional Director on the CBV Institute’s Board of Directors and a Principal in the Advisory practice... Read More
Dr. Nikole MacLellan a.k.a Dr. Kokes (nicknames always stick) was fortunate enough to have the opportunity at a young age... Read More
Michael is the Managing Partner of Founders East. For the past six years, he’s been the CEO of HanMac Capital,... Read More
Rhiannon’s has created, acquired and led companies in Europe, Asia, South and North America, including the GVSC B.V, which became... Read More
Jeffrey was born in Grand Falls, New Brunswick and raised in Toronto, Canada. Jeff comes from a multi-generational business and... Read More
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
More profit, time, and fulfillment, without burnout, is why Ana McRae is a sought after keynote speaker and business coach... 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
Trisha graduated from UPEI in 2009 and completed her Chartered Professional Accountant designation in 2012. Trisha began her career with... Read More
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.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
John Kirkpatrick is a digital transformation leader and a former founder and CEO of an award-winning CMS Digital Media SaaS... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Alan Chettiar leads FirePower’s M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... Read More
Jamie is a Lawyer and Co-Founder of Touchstone Legal Inc., a boutique law firm based in downtown Dartmouth providing a... Read More
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... 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
Chris Boudreau is a Civil Engineer with over 20 years of experience in the consulting industry in Atlantic Canada. Chris... Read More
Coach Atlantic Maritime Bus, part of the Cassidy Group of Companies, is one of Canada’s most diversified bus transportation companies,... Read More
Mark is a Vice President leading KPMG’s Corporate Finance practice in Atlantic Canada which focuses primarily on acquisition and divestiture... 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.
Sally is the CEO of the Wallace McCain Institute(WMI) it was founded to build & nurture the most inter-connected community... Read More
An award winning CEO, Blair has spent more than 30 years in the food business, Blair and his wife Rosalyn... Read More
Danielle’s practice is focused on corporate and business law, particularly in the areas of corporate finance, securities and corporate governance.... Read More
Mr. Dawe is an accomplished entrepreneur, financier and investor based in Halifax, Nova Scotia. During his career, he has completed... Read More
Jennifer Deleskie is the VP, Business Development & Public Affairs for Membertou Development Corporation. A proven leader in business, Jennifer... Read More
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More
Julia Rivard Dexter is an impact tech entrepreneur, one of Canada’s top 50 Women in STEM she has been recognized... Read More
I am an Advisory Partner and have spent the majority of my career working in the areas of Corporate Finance... Read More
Christine works with her clients on transactions of all sizes, domestic and international, and their day-to-day corporate and commercial needs.... Read More
Ryan Kennedy is a pharmacist and the former owner of Jean Coutu Pharmacy in Saint John, NB, a 14,000sf location... Read More
EXECUTIVE SUMMARYGerry Lanigan is a Director in the M&A Capital Markets practice, based in BDO’s Charlottetown office, with over 19 years... Read More
Levi is a enthusiastic problem solver. His ongoing drive is to tackle complex problems with an eye to improving the... 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.
Lauren Ledwell is CEO of discoverygarden, a market leading technology company that provides digital asset management and preservation solutions to... Read More
Background Suzanne is a Partner in KPMG’s Advisory Services practice in Atlantic Canada. She has over 25 years of professional... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Rob is President and Managing Partner of SeaFort Capital, a Private Equity firm based in Halifax.SeaFort invests across Canada, partnering... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... 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
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... 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
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Brian was born and raised in Nova Scotia and has more than 16 years of banking experience; 15 of those... Read More
Chris is a Partner in the firm’s Halifax office whose practice is focused in the areas of mergers and acquisitions,... 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
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Tim Houston is Nova Scotia’s 30th Premier. Born in Halifax, Nova Scotia, Tim was raised in a military family and... Read More
Jeff obtained his BBA from UPEI and his MBA from Lancaster University Management School in the United Kingdom. Jeff began... Read More
Christine Bell, CEO Full Throttle Power Sports, has a diverse entrepreneurial background. Her current passion is Power Sports. Full Throttle... Read More
Steve is a senior executive who has 25 years of experience in professional services serving clients and developing market presence.... 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
Sarah is a partner with McInnes Cooper in Halifax. She has practiced business law since 2001, including advising on business... Read More
James joined McCain Capital Partners in 2018, prior to which he was an Analyst in the Mergers & Acquisitions Group... Read More
Welcome to the 4th annual Business Transitions Forum in Atlantic. 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.
Julie is a Partner in our Halifax office, with a practice focused on Canadian and cross-border corporate finance and securities... 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
Darren serves as Chairman and CEO of Guildlfords. He is also Chair and CEO of Nantes Capital Inc. and the... Read More
Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale nationally and internationally,... Read More
Souha Sabbagh is a senior leader with two decades of experience in Data & AI solution implementation and Transformation Strategy.... Read More
As a career entrepreneur, Malcolm Fraser is the perfect fit as president and CEO of Innovacorp. In this role, Malcolm... 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
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... 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
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... 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
Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... 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
Terry Paul is the Chief of Membertou, a position he has held for the past 38 years. During that time,... Read More
Born and raised in Halifax, Graham’s business and community involvement has allowed him to build a vast network throughout Atlantic... Read More
Ken Reynolds is a , Co-Founder, Co-Owner and CEO of Franco Plumbing & Heating Inc. An Engineering Mechanical Designer by... 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
As a business advisor for McInnes Cooper, Peter’s work has included development of business priorities, expansion of the firm’s client... Read More
Adrian is a Partner with Founders East Capital Partners. Prior to joining Founders East in 2022, Adrian spent eight years... Read More
Jim is a partner in the Halifax office of Stewart McKelvey. An Acadia University (BBA) and Dalhousie University (LLB) graduate,... Read More
‘Mickey’
Working with a diverse group of clients including entrepreneurs, public companies and real estate investment trusts, Deanne has: Lead transaction... Read More
Nancy Mathis is a designer and convener. Her passion centers on creating spaces where entrepreneurial leaders build their business judgement.... 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
Paul Ryan is Director, Growth & Transition Capital, with BDC Capital. Paul provides high growth businesses with flexible financing for... Read More
Dr. Courtney Sherlock grew up in Fall River, Nova Scotia. She attended Dalhousie University for her undergraduate degree and then... Read More
Ian D. Smith is the Chief Executive Officer of Clearwater Seafoods. Mr. Smith joined Clearwater in May of 2010, with... Read More
Don Mills is currently the President of Crane Cove Holdings Limited, his family investment firm, a partner in Cabco, an... Read More
As a tax partner, Keith works with companies to navigate complex business issues, including mergers and acquisitions and corporate restructuring.... Read More
Dawn loves to build, grow and scale high performance companies and teams. She has extensive executive level experience leading and... 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
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
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.
A career as a Speech-Language Pathologist flourished into opening Autism Intervention Services in Fredericton in 2006. Since then Danielle has... 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
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.
Background Luigi is a Director in KPMG‘s Ontario/Atlantic region Transaction Services practice which primarily advises private and public corporations on... 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
I’m the leader for tax services in Nova Scotia and a partner with Grant Thornton. As a family enterprise advisor,... Read More
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... 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.
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
Dr. Lesley Steele is a serial entrepreneur in the Veterinary Industry, a disrupter, visionary, quick start, multiplier and still practices... Read More
Lynn is Co-Owner and Director of C-Gas Management, a business she and her partner have built over the past ten... Read More
Peter Fahey is President & CEO of PFI International Limited, an investment and consulting company with a focus in heavy... 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
David is a partner in the Halifax office of Stewart McKelvey. David has a broad corporate and securities practice with... 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
Louie Velocci is the Office Managing Partner for KPMG in Halifax, Nova Scotia, Lead Advisory Services Partner for Atlantic Canada and National... 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
Patrick Sullivan is the CEO of the Halifax Chamber of Commerce and has over 30 years of marketing and general management... 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
Lori is a people and business builder. In her 30 years of entrepreneurship, she co-founded and was the managing partner... Read More
Nikki is the Partner leading the Deals practice for PwC in Atlantic Canada. She leads the Valuations, Modelling and Disputes... Read More
Founder Bluewave Energy and former CEO. Founder SanStone Investments and current Chairman/CEO. Founder Breathing Green Solutions Inc and current Chairman/CEO.
Victoria does not fit the traditional mold of a commercial insurance broker, let alone one who specializes in the construction... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... 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
Peter is a partner with the Atlantic Canadian law firm of Cox & Palmer. He advises corporate clients, institutions and... Read More
Brian Wood is the Regional Vice President of the Halifax office of IG Wealth Management. In this role Brian has... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... 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
Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More
As a senior partner of Toronto law firm Aird & Berlis LLP and leader of its AB Strategy practise, with... 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
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
Peter is a partner with the Atlantic Canadian law firm of Cox & Palmer. He advises corporate clients, institutions and... Read More
This is the Workshop Archives for the Atlantic Business Transitions Forum.
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.
