This is the Program Archive for the Calgary Business Transitions Forum.
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Cody Church is Senior Managing Director and co-founded TriWest Capital Partners in 1998. TriWest is a Calgary based private equity... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Bryan Haynes has over 25 years of experience in commercial transactions and business law, with a focus on private mergers... Read More
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Dave Mason has been in the investment industry for over 27 years. His career began in 1988 as an investment... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt... Read More
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in our Calgary office.... Read More
Tina leads the Business and Family Advisory Services team. She is responsible for developing, implementing, and ensure the ongoing execution... Read More
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 is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
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 is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
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 is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20... Read More
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
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More
Devin Wagner, CPA, CA, CBV Managing Director Devin leads the Transactions practice in Calgary and is also the Western Region... Read More
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
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
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 is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow is the founder and C.E.O. of The Value Builder System, a statistically proven methodology for improving a company’s... Read More
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.
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.
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.
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).
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:
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:
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.
Join conference chairman Harold Kunik in a “fireside” chat with Claude Cloutier, President, Ambassador Mechanical
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.
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.
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.
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.
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.