10TH ANNIVERSARY!

2026 Program

Our program is packed with insightful, educational and inspiring content around growth and transition delivered by local business owners and experts.

Attending the BTF Toronto conference provides you with invaluable insights, experiences and actionable strategies for growing your business, managing transitions, and executing successful acquisitions so you are ready for the eventual exit of your business.

2027 Conference Chair

Dave is Managing Director and Head of IG Private Company Advisory, leading the team that provides mid-market business clients with strategic advice and services related to financing, growth and succession. He brings over 27 years’ experience in investment banking and capital markets. Before joining IG in 2023, Dave led the private company advisory business at a leading Canadian financial institution.

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Events

Monday, May 11 , 2026

May 11

VIP Welcome Reception – By Invitation Only

Join us for an evening of drinks and appetizers at our VIP Welcome Reception. This exclusive INVITE ONLY event offers a unique opportunity to connect with Toronto’s top entrepreneurs and industry leaders in a relaxed setting. Make valuable connections, and set the tone for a successful conference experience.

Join us for an evening of drinks and appetizers at our VIP Welcome Reception. This exclusive INVITE ONLY event offers a unique opportunity to connect with Toronto’s top entrepreneurs and industry leaders in a relaxed setting. Make valuable connections, and set the tone for a successful conference experience.

Tuesday, May 12 , 2026

07:15 AM – 08:00 AM
May 12 45 Minutes
08:00 AM – 08:10 AM
May 12 10 Minutes Main Room
Chair
Véronique Dorval
Chair

Véronique Dorval

Executive Vice President & COO
BDC
Speaker
Jamie Windle

Jamie Windle

Partner
Kalos
08:10 AM – 08:40 AM
May 12 30 Minutes

Economic Intelligence for Entrepreneurs: What’s Changing & Why It Matters  

The economy is evolving in unprecedented ways, pushing entrepreneurs to adapt and view business through a new lens. The choices you make today will shape the future of your company for years to come.
In this session, you will gain valuable insights into both the broader economic landscape and the specific regional and…

The economy is evolving in unprecedented ways, pushing entrepreneurs to adapt and view business through a new lens. The choices you make today will shape the future of your company for years to come.
In this session, you will gain valuable insights into both the broader economic landscape and the specific regional and…

Speaker
Ashish Utarid

Ashish Utarid

Assistant Vice-President – Investment Strategy
IG Wealth Management
08:40 AM – 09:20 AM
May 12 40 Minutes

Turning Your Business into a High Value Asset 

Building a saleable business doesn’t happen by chance – it requires intentional planning, strategic decision-making, and operational excellence. Whether you’re considering selling now or preparing for the future, this session will explore key factors that make your business irresistible to buyers.  
Gain…

Building a saleable business doesn’t happen by chance – it requires intentional planning, strategic decision-making, and operational excellence. Whether you’re considering selling now or preparing for the future, this session will explore key factors that make your business irresistible to buyers.  
Gain…

Moderator
Barbara Mech

Barbara Mech

Regional Vice President
Roynat Capital
09:20 AM – 10:10 AM
May 12 50 Minutes

The Deal Tank: One Company, Three Buyers, Only One Wins 

The Interactive Deal Demo Every Business Owner Needs to See

Forget everything you think you know about selling your business. In this interactive session, you’ll witness a real company receive three dramatically different acquisition offers from three distinct buyer types – all based on identical financial information. The highest offer doesn’t always win, and when you see…

Forget everything you think you know about selling your business. In this interactive session, you’ll witness a real company receive three dramatically different acquisition offers from three distinct buyer types – all based on identical financial information. The highest offer doesn’t always win, and when you see…

Moderator
Don Montgomery

Don Montgomery

Founder & Sr. Advisor
True North Mergers & Acquisitions
10:10 AM – 10:55 AM
May 12 45 Minutes
10:55 AM – 11:45 AM
May 12 50 Minutes Kitchener

Family Business Leadership Transitions

Successfully transitioning a family business – whether to the next generation or an external buyer – requires careful planning, clear communication, and the right leadership. This session will provide a roadmap for structuring a smooth transition while navigating family dynamics, valuation considerations, and…

Successfully transitioning a family business – whether to the next generation or an external buyer – requires careful planning, clear communication, and the right leadership. This session will provide a roadmap for structuring a smooth transition while navigating family dynamics, valuation considerations, and…

Moderator
Rima Bassi

Rima Bassi

Director, Growth and Transition Capital
BDC
10:55 AM – 11:45 AM
May 12 50 Minutes Gala C

Selling A Business 101: Exploring The Basic ‘Who, When, What & How’ Of Transition

You’ve decided to sell, now what? 

Explore the key considerations and tactical steps to ensure a successful transition as you navigate this critical phase of your entrepreneurial journey. Do you hire an advisor or banker, and what are the pros and cons of different approaches? How do you best prepare for the…

You’ve decided to sell, now what? 

Explore the key considerations and tactical steps to ensure a successful transition as you navigate this critical phase of your entrepreneurial journey. Do you hire an advisor or banker, and what are the pros and cons of different approaches? How do you best prepare for the…

Moderator
Linda Martin

Linda Martin

TEC CEO Chair
TEC Canada
10:55 AM – 11:45 AM
May 12 50 Minutes Markham/Vaughan

Value Wins in Volatility: Engineering Value in Turbulent Times 

Economic uncertainty has caused many business owners to pause their transition plans. But waiting comes with its own risks. Businesses that stand still can lose value, marketability, and momentum weakening future transition outcomes.
 
This session is designed for entrepreneurs who want to make smart,…

Economic uncertainty has caused many business owners to pause their transition plans. But waiting comes with its own risks. Businesses that stand still can lose value, marketability, and momentum weakening future transition outcomes.
 
This session is designed for entrepreneurs who want to make smart,…

Moderator
Ruby Lougheed Yawney

Ruby Lougheed Yawney

Founder
Red Rocks Impact FC
(Sold Lougheed Financial Planning)

This conference is recognized by the Family Enterprise Canada for 3 hours of professional development for FEA designations.

But Wait, There’s More!

We have a lot more exciting things for you to check out about this event!

Our 2026 Speakers

Explore the leaders and experts sharing insights on stage this year.

Our 2026 Advisors

Meet the advisors shaping the vision and experience for this year’s event.

Why Attend BTF?

Discover why this event is the place to connect, learn, and lead.

Stay Up To Date

Gain expert insights, success stories, and practical resources to drive business growth and navigate transitions.

Get updates on upcoming events, promotions, and the latest strategies and trends from industry leaders to elevate your business’s value and ensure a successful transition.