This is the Program Archive for the Toronto Business Transitions Forum.
Paris Aden is a Partner and co-founder of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus... Read More
Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... 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
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
Steve Gunn is the co-founder and Co-Chair of Sleep Country Canada. He was the CEO of Sleep Country from 1997... Read More
Matt is the Managing Partner of Market Square Equity Partners. Market Square Equity Partners (“MSEP”) is a Toronto based private... 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 has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs 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
Zulf Karim is Director, Growth Equity – Growth and Transition Capital in our Toronto office. He is responsible for leading... Read More
Jeff began his career with Proctor & Gamble, spending 10 years in finance, operations, and supply chain management. He then... 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
Aileen is a trusted and highly experienced consultant to accomplished business owners and a uent families on matters associated with transition... 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
Jeff is a senior consultant in the BDO Advisory Services Practice With many years of facilitation and coaching experience, he... 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
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Doug practises mergers and acquisitions and all aspects of commercial law with a particular emphasis on company acquisitions and dispositions,... Read More
David began his career with Allied International Credit in the UK, after graduating from the University of Western Ontario with... Read More
As a senior tax partner and leader of the firm’s tax practice, with more than 22 years of extensive public... Read More
Ted Shoub has a corporate commercial practice and advises private companies on mergers and acquisitions, financings, corporate governance and general... Read More
Vince has 20+ year experience working with private companies in services, distribution and manufacturing sectors. Prior to joining Granite, Vince... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More
Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... 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
Colin Walker is a Managing Director of Crosbie with over 30 years of experience in investment banking, corporate banking and capital... 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
As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More
The process of selling or transitioning a business is complicated and uncertain. This session provides a bird’s-eye view of the transition process so that you can build your own roadmap and understand exactly what you should be doing now in order to get your business ready. The speaker will address the market outlook for transitioning, if you’re looking to do so in the next 3-5 years. This overview of the process of selling a business will help you start preparations, mitigate risk, improve upside and ultimately secure the reward you deserve when the time is right.
Many business owners are disappointed when they don’t receive the valuations they expect, or worse, they can’t find any buyers at all. With an aging population and droves of business owners looking for an exit, your eventual buyer could be in the driver’s seat. As a business owner, it’s imperative that you focus on the specific areas of your business that drive value, even if you have no immediate intention of selling. This session will outline a number of value drivers that require immediate attention in order to maximize the saleability and value of your business.
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, Search Funds or other entities provide liquidity opportunities? This session 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 address the pros and cons of various options that could allow you to take some chips off the table.
When you sell or transition your business you may face a significant tax bill – in fact, if you’re not careful, you could find yourself with less than half of the purchase price in your pocket. Fortunately, there are a number of opportunities to reduce or even eliminate tax, with the right preparation and enough time to implement. The presenters will discuss real-world examples so that you can avoid pitfalls. In addition, this session will address alternative strategies to recapitalize in order to take some chips off the table in a tax-preferred manner, if you don’t plan on selling in the near-term.
This session runs at the same time as Session A2.
It is fundamental to understand that when selling your business, the process itself will have a major impact on the price you receive. Furthermore, the terms dictated by the seller in a transaction will significantly impact the price. What terms can be negotiated and are in the best interests of the buyers and sellers? The panel will discuss potential terms and elaborate on best practices with respect to the process of your transaction. Through an interactive discussion you’ll learn:
This session runs at the same time as Session A1.
Join conference chairman Barry Wood in a “fireside” chat with Stephen Gunn as he discusses Sleep Country Canada’s unique transition story.
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 session, 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
This session runs at the same time as Session B2.
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.
This session runs at the same time as Session B1.
Many deals collapse at the structuring or due diligence stage. Buyers and Sellers often have differing needs and objectives. And 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 (the good, bad and ugly) 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 for them to ensure you 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 sold their businesses for millions and now have the opportunity to reflect on the deal 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 war stories and tales from the trenches.