BTF Calgary will provide you with tactical takeaways in order to help you make smarter decisions in the short term while setting you up for a successful transition in the future. You will walk away with practical insights from entrepreneurs and business experts that have travelled down the transition path before you. The knowledge and tools gained from this event will help mitigate risks in your business, while increasing shareholder value.

Topics Addressed:

POST-PANDEMIC TRANSITION
OUTLOOK

Learn how capital markets, economic markets and interest rates could impact a future exit or business transition. Learn about your liquidity options.

HOW TO GET STARTED WITH
TRANSITION PLANNING

Learn the M&A (mergers and acquisitions) process and steps to successfully plan for both sell-side an buy-side acquisitions. Learn how to operate and run your business while embedding process that will improve M&A outcomes.

Unexpected Acquisition Offers

Learn why you need to be “Transition Ready” from day one and how to start preparing for a potential knock on the door – even if you have no plans to exit.

Founder Transition Stories

Private businesses are sold and merged and transitioned every day – but the average business owner never hears these stories. Hear behind-the-scenes tell-alls from entrepreneurs with exits who have been there before. What worked, what didn’t, and what they would do differently given the chance.

Partial Exits & Two-Part Exits

Learn about recapitalizations and other liquidity options that may allow you to take chips off the table.

Deal Terms, Types and Negotiation Tactics

Learn about common deal types, expected agreement terms, and ways to retain and enhance bargaining power.  Deep dive into how a professionally managed process can exponentially increase proceeds.

Valuation Check-In

Understand historical and future valuations including the metrics that matter to buyers and the ones that are most likely to lead to a favourable transition.

Deal Killers

Learn tools and advice to avoid acquisition pitfalls including how to avoid “deal fatigue,” how to handle confidentiality and how to ensure things don’t go off the rails during the due diligence phase.

The Right “Exit Team”

Understand what the ideal transition team is, how to select the best external advisors for your business, what your transition team will cost and how they are compensated.

In the Mind of Your Acquirer

Understand different potential buyers for your organization including strategic and private/growth equity, financial buyers and their motivations. Dive into the metrics your potential acquirer is looking for.