Complete 2018 Speakers roster to be announced soon.
Subscribe for updates to be notified when the full program is announced.
Jump to: 2018 Advisors
Complete 2018 Speakers roster to be announced soon.
Subscribe for updates to be notified when the full program is announced.
Jump to: 2018 Advisors
Bring your burning transition questions to our exhibit area. This is your opportunity to meet and obtain advice from Canada’s leading and most reputable experts on the subject of exit-strategy.
Join Conference Chairman Aroon Sequeira in a “fireside” chat with Dan Duffy, former President of Trans Tech Contracting and Vice President of NCSG Crane and Heavy Haul TRAN Tech Inc. Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the help of Aroon Sequeira at Sequeria Partners Inc., Dan sold the company to North West Capital in January 2009, and subsequently reselling to Tri-West Capital several years later. Today, Dan is the Vice President of NCSG Crane and Heavy Haul TRAN Tech Inc.
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 saleprice 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. We will look at how to structure your company well in advance of a potential sale or recapitalizations This session will also review in detail new tax changes that will impact all private businesses.
When is the right time to start thinking about your post transition plan and what does it look like? What impact will the transaction have on your family, your emotions and on your lifestyle? Hear a panel of experts review a case study of a real transaction and discuss the internal and external steps required. This discussion will include how to handle the transition from wealth creator to wealth manager, and the role of the family trust advisory.
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 tales from the trenches.
The sale or transition of a business involves many moving parts. Whether you’re conducting a management buyout or running a process to find a third-party buyer, you’ll inevitably require support from tax and legal experts as well as investment bankers and other M&A professionals to close the deal successfully.
After attending this session, you will understand the benefits of having an exit team, what skill sets to look for and how to select the best advisors for your business transition. This session will also examine advisor fees and compensation.
The LOI is signed. Great – but challenges lie ahead that must be carefully navigated to avoid collapse or changes to the negotiated deal, after-all, buyers and sellers often have differing needs and objectives. 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.
This is your opportunity to learn about common “deal breakers” so that you and your advisors can prepare.
Common challenges that will be discussed include:
Bring your burning transition questions to our exhibit area. This is your opportunity to meet and obtain advice from Canada’s leading and most reputable experts on the subject of exit-strategy.
