Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... 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.
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the practice for the Prairie... 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
Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More
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.
As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... 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
Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More
Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... 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.
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.
Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... Read More
Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More
Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
Logan Day is a Partner in EY’s Transaction Advisory Services practice in Edmonton. He has over 17 years of experience... Read More
Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More
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
Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More
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
John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... 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
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 team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta. She has over 17... Read More
Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More
Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More
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 was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More
Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More
Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More
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 is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More
Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More
At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More
Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More
Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More
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, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More
Tim practices in all areas of taxation law with an emphasis on estate/succession planning, corporate and personal tax planning and... Read More
Ian Reynolds specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More
Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More
Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More
Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More
Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... 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
Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More
Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More
Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More
“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More
Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More
Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More
Jon Spencer joined TriWest in 2007 and is a Managing Director in the investment group. Prior to joining TriWest, Jon... Read More
Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More
David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... 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.