This is the Program Archive for the Toronto Business Transitions Forum.
Paris Aden is the founding Partner of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus on the... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... 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
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... 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
Brad Geddes is President and CEO of Zucora Inc., Canada’s leading provider of product warranties for the home furnishings industry.... Read More
Ray has over 20 years of experience structuring financial solutions. He is experienced in mergers & acquisitions, business advisory, lending... Read More
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... 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
Susan grew up in a family business, worked as a lawyer in private practice for five years, and then global... 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
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
Dan is a Managing Director in our Transactions practice in Southern Ontario specializing in Mergers and Acquisitions (M&A), and Capital... 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
Born in Montreal, Pierre completed a degree in Economics at Loyola College in 1968. He completed a Masters Business Administration... 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
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience,... 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
Arlene has developed a broad range of expertise in the areas of corporate and commercial law, with a strong focus... 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
Eric Castonguay is a partner and the National Leader of PricewaterhouseCoopers Corporate Finance Inc. (PwCCF). He has experience in all... Read More
Jim is a member of the High Net Worth Planning team at BMO Wealth Management, where he leads the Business... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... 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
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... 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
Michael spent several years working with Xerox; de Havilland Aircraft; Nortel Networks and also in Strategy Consulting with Coopers &... Read More
Ken is the Managing Partner of NewPoint Capital Partners Inc, a Toronto based Mergers & Acquisitions advisory firm. He has... 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
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
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
Darin Brock joined TorQuest in 2006 and currently oversees the firm’s external relationships, managing business development and investment sourcing activities,... 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
Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax... 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
As the national leader of RSM Canada’s tax practice, with more than 22 years of extensive public practice experience, Maria advises... 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
For over 25 years, entrepreneurial clients across all industries have benefited from Mitch’s ability to make strategic tax and business... 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
Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... 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
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... 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 is the founder and C.E.O. of The Value Builder System, a statistically proven methodology for improving a company’s... 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
Introduction by Robert Duffy, Vice President, Growth & Transition Capital Ontario and Atlantic, BDC Capital
What trends will impact the biggest transaction of your life? How does the current economic trend impact business owners that are thinking of transitioning in the coming years? 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 will put things into perspective so that you can plan for a successful transition.
Why should exit-readiness be a part of your business plan? Why prepare your company for sale, even if you have no plans to sell?
The answer is simple: A sellable company usually operates better, in addition to being more valuable – so even if you don’t sell, exit-readiness will make your business stronger.
There are a number of preparatory steps you should be taking as a business owner to ensure you are “exit ready,” after-all, the process of selling or transitioning a business is complicated and uncertain.
Sometimes exits can happen sooner than expected and sometimes they need to be accelerated based on what is happening in the market. You may be presented with an inbound opportunity to sell some or all of your business, or unexpected personal and/or external factors could force your hand. This session will help you assess both your personal and corporate exit readiness; including areas of transition that provide the most opportunity and risk.
You’re contemplating ways to turn years of hard work into cash, but what are your options? Should you look to your senior management team as potential investors, assuming they are interested and able to invest in your business? Should you look outside your firm for strategic buyers? Could Private Equity, Family Offices or other entities provide liquidity opportunities? In this session a panel of experts will help you learn what distinguishes different classes of buyers, depending on your size of business, and what other options you have to generate capital. The panel will discuss various liquidity options including:
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 and terms 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:
For many business owners, a management buyout is the best transition option available. While a transition within the senior ranks of your business 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. What impact will bringing in the younger generation have on family dynamics, emotions and lifestyle? The discussion will help bring order to chaos by providing tools and perspectives so you can successfully navigate your family business transition. Examples of real life situations will be highlighted to illustrate what other business owners and their families have done to effectively prepare for the biggest transaction of their lives.
Pelmorex, TWN’s parent company is the dominant weather player in Spain, which is the company’s fastest growing market. In a recent Ipsos Reid survey of the most influential brands in Canada, The Weather Network ranked 12th overall and 1st amongst Canadian-owned companies. In partnership with all authorized government agencies, TWN operates Canada’s emergency altering system, Alert Ready, and recently announced that its alerts will now also be sent to mobile phones in designated areas.
This discussion will not only explore how Pelmorex became such a trusted global leader, but Pierre will also share his insights on multi-generational family enterprise transition planning and the value of bringing outside talent into a family business.
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.
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 many opportunities to reduce tax significantly. We will look at how to structure your company well in advance of a potential sale or recapitalization and review new Canadian and US tax changes which could impact all private businesses in Canada.
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.
When is the right time to start thinking about your post transition plan? Not having a plan is a major cause of remorse among business owners who have exited. What impact will a transaction have on your family, your emotions, your lifestyle and your legacy? In this session you will hear a panel of experts and owners share the their post transition experiences.
This discussion will also address transition from wealth creator to wealth manager.
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 and maintain momentum during your transaction.
Some key areas to focus on include:
Hear from a panel of business owners who have gone through a transition and now have the opportunity to reflect on the deal in the rear view mirror. How has the transition affected their personal and professional lives? 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? Panelists will help build and broaden your frame of reference by sharing their own war stories and tales from the trenches.
“Meet The Experts”
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.