Enjoy the conference!
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Bill has been a professional advisor working with business owners for over 25 years. As a Certified Exit Planner, Bill... Read More
As a trusted advisor to corporate executives, business owners and their families, as well as the legal community for more... Read More
Pamela is an entrepreneur at heart. She propels our client’s growth by uncovering opportunities, building strong relationships and crafting innovative... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... 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
Danish Jamal, CPA, CA, CFA, CBV, is a Director in MNP’s Corporate Finance team. Based in Toronto, Danish works closely... Read More
Tom Kennedy is the founder of Kensington Capital Partners and Chair of the Investment Committee. Tom serves on the Advisory Boards of several private equity funds and private companies and has been an active supporter of the Private Equity and Venture Capital business in Canada. His public service and philanthropic work has been a longstanding, and focused on education and healthcare.
Kris is a Director in our Transactions practice specializing in corporate finance and mergers & acquisitions (M&A). Kris is a... Read More
Dianne joined Nexus in 2001, after working with KPMG’s Personal Financial Planning Practice. At Nexus, she advises clients on issues... Read More
Yogi Sennik is the CEO of Joriki Inc. a beverage manufacturer located in Canada. Established in 1992, Joriki is a... Read More
As a partner in RSM Canada’s tax practice, Stephen provides integrated Canadian income tax advice and solutions to the firm’s... Read More
Beric Farmer cofounded XE with a high-school friend in 1993 as they were both graduating from university. A year and... Read More
Eddy R. A. Burello, FCPA, FCA, MBA, is a Business Advisor and Partner with MNP in Toronto. Drawing on 31 years of... Read More
Claudio is a medical technology entrepreneur with a long experience in the industry. He is a hands-on executive, that combines... Read More
Adrian is the CEO of eCompliance, a safety software company which he formed with his business partner after experiencing the... Read More
As founder & CEO, Paul is the reason why we’re all here. Along with Bob Walker, Paul built Prophix from... Read More
John Hotson is an entrepreneur, strategist, speaker and advisor to business owners. He has over 35 years of experience of... Read More
Oren heads FirePower Capital’s Value Maximization division, focused on leveraging big data analytics to aggressively drive shareholder value ahead of... Read More
A serial entrepreneur and corporate strategist known for disrupting traditional markets, Mia is the CEO of MSL Canada and co-founder... Read More
Jess Grossman is the Founder & CEO of In Social, a full-service digital marketing agency that acts as the outsourced... 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
Ian Michael’s practice is focused on corporate and securities law with an emphasis on mergers and acquisitions involving public companies... Read More
Karen Fisman leads and executes FirePower Capital’s communication and content initiatives. In her most recent role, she was the publications... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More
Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... Read More
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience,... 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.
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More
Nancy Adamo’s business accolades and contribution to Canadian society has been recognized throughout her career. In 1998, she was given... Read More
Eric Berke is the Managing Partner of TorQuest and joined at inception in 2002. Prior to TorQuest, Eric led the turnaround... Read More
Jason (Jake) Bullen is a partner in the Business Law Group and Co-Chair of the Private Equity Group at Cassels Brock. His practice focuses... Read More
Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover... Read More
Michele Cooper is Managing Director, Growth & Transition Capital (GTC). With more than 15 years of experience in various roles at BDC,... Read More
As the Founder of Versature, Paul Emond provides the strategic vision and direction for the company. He is a serial... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Ryan is the National Corporate Finance Leader and leads the Transaction Advisory Services practice in BDO’s Toronto office. Ryan has... Read More
Bob Fitzgerald is the Chief Executive Officer of SCM. Bob was appointed the CEO of SCM in January of 2015,... Read More
Over the past 25 years, Tim Cestnick has developed a reputation as one of the most respected authors, speakers and... Read More
Bruce is Founder, Co- Chairman and Co-CEO of Evergreen Consumer Brands (ECB). ECB is a fully integrated consumer products company... Read More
Joanna Gibbons is a Partner and Managing Director in the PwC Corporate Finance / M&A Advisory practice where she draws... Read More
Jennifer is the President and CEO at Harding Fire Protection, a leading fire and life safety services company in Ontario.... Read More
A DTA stalwart since joining over 30 years ago, Melissa heads up the business as its President and CEO, managing... Read More
Ron Haik is a Senior Financial Planner in the firm’s Toronto office, with over 20 years of experience in the... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Samantha Horn is a partner in the Mergers & Acquisitions and Private Equity Groups. Her practice focuses primarily on mergers... Read More
Ray has over 20 years of experience structuring financial solutions. He is experienced in mergers & acquisitions, business advisory, lending... Read More
Dan is a Managing Director in our Transactions practice in Southern Ontario specializing in Mergers and Acquisitions (M&A), and Capital... Read More
Christopher’s practice focuses on mergers and acquisitions and private equity, venture and corporate finance transactions. He regularly advises Canadian, U.S.... Read More
Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More
Mike McCarron is the President of Left Lane Associations, M&A advisors specializing in the Canadian transportation sector. Mike is a... Read More
Michael spent several years working with Xerox; de Havilland Aircraft; Nortel Networks and also in Strategy Consulting with Coopers &... Read More
Ryan Newell is the President and CEO of Spinrite Yarns. Ryan joined Spinrite in 2002 as Chief Financial Officer and... 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
With investment management and wealth advisory experience dating back to 1972, Our Family Office Co-Founder, Executive Chairman, and CIO enjoys... Read More
Welcome to the 6th annual Business Transitions Forum in Toronto. 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.
Eric Castonguay is a partner and the National Leader of PricewaterhouseCoopers Corporate Finance Inc. (PwCCF). He has experience in all... Read More
Darin Brock joined TorQuest in 2006 and currently oversees the firm’s external relationships, managing business development and investment sourcing activities,... Read More
Perry, as president of ESOP Builders Inc., has designed and implemented over 160 ESOPs – Employee Share Ownership Plans –... 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
Paris Aden is the founding Partner of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus on the... Read More
Brad Geddes is President and CEO of Zucora Inc., Canada’s leading provider of product warranties for the home furnishings industry.... Read More
David Anderson operates a private investment company that invests in small to mid-market Canadian companies. He most recently participated as a principal... Read More
A Deal Advisory Partner, Miguel brings 10 years of experience supporting Canadian transactions for mid-market private equity firms and strategic... Read More
Since founding Honk in 2013, Michael has been applying knowledge, success and wealth of experience to create a much-needed solution... Read More
Robert R. Bedard is the co-founder, President and CEO of the Bempro Global Group which includes BMP Metals (Custom metal... Read More
Sam’s primary role is to source new business opportunities and execute transactions throughout Canada, and the U.S. East Coast. Previously,... Read More
Bill is recently and happily retired after a thirty-five year career in Sales, Marketing and Leadership with Coyle Corrugated Containers. ... Read More
Mary Beth Denomy is an entrepreneur and event industry veteran. She is the Founder of Proof Experiences (Free For All... Read More
Alex is a lawyer in our Business Law Group and Financial Services Group and advises clients on a broad range... Read More
The Managing Director of Business Transition Planning and Trust Services with CIBC Private Wealth Management, Sean joined CIBC from another... Read More
Stella Gasparro, CPA, CA, is a Partner in MNP’s Toronto office. She specializes in providing local and cross-border tax planning... Read More
Lyne Gaulin is a Partner at Richter specializing in Tax. Lyne has over 23 years of experience in providing advice... Read More
Pierre Ouimet is the Head Investment Strategist for UBS Bank (Canada)’s Wealth Management on our Canadian equity strategies and Asset... Read More
Loren Rafeson is Director, Growth Equity, based in Toronto. He has close to 15 years of experience in private equity and... Read More
Nancy Ramalho is a partner in the Employment & Labour Group. Nancy provides advice to national and international companies on... Read More
Terran learned the construction business literally from the ground up by apprenticing under his father, GS founder Glen Sandwith. He started... Read More
As the national tax leader at RSM Canada, Maria sets the vision and direction of the firm’s tax practice. Having... Read More
James is the co-founder of Signal Hill Equity Partners and has over 25 years’ experience investing and building companies. He... Read More
David is a Business Lawyer and a Facilitator and is the Head of Pallett Valo’s Family Business Law Group. David... Read More
Zulf Karim is Director, Growth Equity with BDC Capital in Toronto. He is responsible for leading equity investments alongside Canadian... Read More
Karen Killeen is a CPA, CA with broad private and public company experience. While in public accounting, Karen worked with... Read More
Kevin Tremblay, CPA, CA, CBV, CF, is a Managing Director of MNP Corporate Finance, based in Toronto. With a focus on... Read More
Rob is the Managing Director of BDC Capital’s Growth & Transition Capital team in Toronto. Since joining BDC in 2009,... Read More
Brian Love is a growth driven aviation executive with extensive experience in international sales, contract negotiations and business operations. Brian... Read More
Mr. Mark is responsible for executing Rhyno’s investment strategies by seeking new opportunities and managing the acquisition process in order... Read More
Jonah is responsible for advising and developing advanced estate and tax planning strategies for his clients. He brings over 10... Read More
Pat founded APEX Public Relations (www.apexpr.com) in 1998 and built a strong business and a roster of blue chip clients. ... Read More
I started the Neograft company in 2008. I searched for a product to sell in the anti aging sector. I... Read More
Peter Stefanovich is the Managing Partner at Left Lane Associates, a mergers and acquisition firm representing buyers and sellers in... Read More
Born in Montreal, Pierre completed a degree in Economics at Loyola College in 1968. He completed a Masters Business Administration... Read More
Arlene has developed a broad range of expertise in the areas of corporate and commercial law, with a strong focus... Read More
Conor Snape is Director, Growth & Transition Capital servicing the Greater Toronto Area. Conor joined BDC in 2010, after working... Read More
Randy Ambrosie has worked in the investment industry in both Canada and the United States for nearly 30 years. Most... Read More
Earl is an accomplished Pipeline Rehabilitation Specialist, with a proven track record for leading world class operations in Trenchless Sewer... Read More
Colleen works with clients and advisors to develop sound wealth management plans. She provides support and direction about complex issues... Read More
Devon Cranson is the Founder and President of Cranson Capital, a boutique investment banking firm founded in 2006. Devon has... Read More
Rachel Skelton joined TorQuest in 2013. Previously, she worked at McKinsey & Company advising clients on growth and turnaround strategies... Read More
Sab Ravalli is President and Founder of Axium Capital Corp. and a Capital Partner at Terra Cotta Financial Group Inc. He... Read More
Steve Gunn is the co-founder and Co-Chair of Sleep Country Canada. He was the CEO of Sleep Country from 1997... Read More
Gord has enjoyed a colourful 25 year career working in a wide range of roles in several industries, and in... Read More
Matt is the Managing Partner of Market Square Equity Partners. Market Square Equity Partners (“MSEP”) is a Toronto based private... Read More
For over 25 years, entrepreneurial clients across all industries have benefited from Mitch’s ability to make strategic tax and business... Read More
Jim is a member of the High Net Worth Planning team at BMO Wealth Management, where he leads the Business... Read More
Ken is a Managing Director at MPA. He is responsible for transaction origination, engagement design and execution, client development and... Read More
Ashley Herman is the Vice President and owner of Freshway Development, an investment company that targets the construction, environmental and... Read More
Jeff began his career with Proctor & Gamble, spending 10 years in finance, operations, and supply chain management. He then... Read More
Aileen is a trusted and highly experienced consultant to accomplished business owners and a uent families on matters associated with transition... Read More
Giovanni Marcelli came to Canada from Italy in 1969 after obtaining a college Diploma in Electro-Technical Engineering. In 1972 Mr.... Read More
Victoria Sopik, an entrepreneur and mother of eight, understands the delicate balance between work and life. That’s why she co-founded... Read More
Ken is the Managing Partner of NewPoint Capital Partners Inc, a Toronto based Mergers & Acquisitions advisory firm. He has... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Frank Pizzolato is an angel investor, advisor and serial entrepreneur. Frank co-founded Clarity Systems, an enterprise software company focused on... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More
With over 20 years’ experience Carey Singer is an accomplished tax consultant. Having relocated to Toronto from his native Chicago... Read More
As the Managing Partner of Collins Barrow Toronto, Harry sets vision and direction for the firm nationally and internationally, spearheading... Read More
Giselle Bodkin is a Partner with BDO Canada and valued member of BDO’s National Policy Board. She has over 25... Read More
Don Carson, CPA, CA, is the Regional Tax Leader for MNP in the Greater Toronto Area and the National Leader... Read More
Adam is a Managing Partner with Holcan Investments. Holcan is a family office with a focus on investing in mid-sized... Read More
Colin Walker is a Managing Director of Crosbie with over 30 years of experience in investment banking, corporate banking and capital... Read More
Curtis Cusinato is a partner practising corporate and securities law in the firm’s Toronto office with an emphasis on domestic... Read More
Matthew Cumming is a partner in our M&A and Securities Group in Toronto. He has expertise in a broad range... Read More
Mr. Duboc’s career is marked by his passion for entrepreneurship, his ingenuity and corporate and community leadership. Sam is a... Read More
John Francis is the Managing Director of Fraser Kearney Capital Corp., an investment company that oversees the Francis family office.... Read More
Ted Shoub has a corporate commercial practice and advises private companies on mergers and acquisitions, financings, corporate governance and general... Read More
Paul has extensive experience in all aspects of Fulcrum’s private equity investments including originating, executing and managing investments. He brings... Read More
Rachel is a Chartered Professional Accountant and Tax Partner with BDO Canada LLP out of Toronto. She assists clients in... Read More
Ed Giacomelli has over 25 years of experience in investment banking, corporate finance and capital markets, having advised numerous clients... Read More
Steve Hartman is a founder of Industrial Thermo Polymers Limited (ITP), a leading manufacturer of extruded polyethylene foam products in... Read More
Robin is responsible for providing advanced trust, estate and succession planning to affluent business owners, with a specialization in tax-effective... Read More
Doug practises mergers and acquisitions and all aspects of commercial law with a particular emphasis on company acquisitions and dispositions,... Read More
Howard is a Managing Director at Veracap M&A International and its sister firm, Campbell Valuation Partners. He advises business owners... Read More
Jeff is the Director of Business Transition Services in the BDO Special Advisory Services Group. A highly trusted advisor with many... Read More
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More
Jason is a member of the Lead Advisory team where he focuses on M&A, divestitures, buyouts and capital-raising activities. Jason... Read More
David began his career with Allied International Credit in the UK, after graduating from the University of Western Ontario with... Read More
Luanna McGowan is the President of The McGowan Group Inc., former National Partner of PricewaterhouseCoopers, and founder of PricewaterhouseCoopers’ Centre... Read More
Graham has extensive domestic and international experience advising corporations and financial institutions on mergers and acquisitions, joint ventures, corporate finance... Read More
Ezer Mevorach is the C.E.O. of Mevotech LP, based in Toronto, Ontario. Mevotech is a North American market leader in... Read More
Haroon F. Mirza is the Entrepreneur in Residence of OneEleven, a post-seed tech accelerator focused on helping Canada’s most promising,... Read More
As Managing Partner and founder of Prompta Inc., a leading consultancy, Tim brings 20+ years of experience successfully leading transformational... Read More
Doris Valade is founder and President of Malabar Super Spice Co. Ltd., a distributor and manufacturer of quality spices and... Read More
Shubo’s focus is on helping entrepreneur managed companies with Mergers & Acquisitions. He was previously an Equity Partner/Managing Director at... Read More
Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... Read More
Al co-founded Ironbridge in September, 2005. Prior to Ironbridge, from 2003 to 2005, he was a Partner in the Equity... Read More
Vince has 20+ year experience working with private companies in services, distribution and manufacturing sectors. Prior to joining Granite, Vince... Read More
Growing up in a car dealership has always been second nature to me. My earliest memories include the smell of... Read More
Angelo Zeni is Team Lead, Growth & Transition Capital in our Mississauga office. Angelo joined BDC in 2011, bringing more than... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Steve Suske is President and CEO of Suske Capital Inc. A proven entrepreneur with over 40 years of professional experience... Read More
John Wilson is Managing Partner at ninepoint partners, an alternative asset manager based in Toronto with $3 billion in AUM... 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
Andrew joined Ironbridge in November 2014. Prior to Ironbridge, from 2011 to 2014, Andrew was a Partner with Signal Hill... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Jamie Windle is Director in the Transaction Advisory Services practice at BDO specializing in transaction support and due diligence services... Read More
Barry Wood is CEO of Ontario Excavac Inc, leading provider in south-central Ontario of hydroexcavation, infrastructure, renewal and improvement services... Read More
The dictionary defines entrepreneur as “one who organizes, manages and assumes the risks of a business or enterprise”. As one of eight children born... 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.
REGISTRATION NOW OPEN