This is the Program Archive for the Vancouver Business Transitions Forum.
David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More
Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More
As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More
Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More
Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More
Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More
Welcome to the 6th annual Business Transitions Forum in Vancouver. 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.
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More
Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More
Welcome to the 7th annual Business Transitions Forum in Vancouver. 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.
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More
Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More
Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... Read More
Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. She has been with the firm for... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
Ms. Kleo Landucci is CEO & President of CrescentView Investments Ltd. a family owned investment company. In 2004, Ms. Landucci... Read More
Mackenzie is the Managing Partner and Co-Founder of Kalos LLP, a transactions and financial due diligence advisory firm headquartered in... 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
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More
Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More
Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More
Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More
Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More
Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More
Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More
Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More
Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... 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.
Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More
Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... 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
Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More
Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More
Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More
Bruce started working in the computer business in the 70’s representing Gandalf Technologies. After selling a computer consulting business in... Read More
Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More
For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More
Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More
Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More
Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More
Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More
Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More
Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More
Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More
David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More
Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More
Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More
Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More
Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More
Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc. The Company provides advisory services across a... Read More
Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More
Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More
Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... 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
Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More
Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More
Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More
Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More
Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More
Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More
David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More
Constantine Hatzipanayis joined Krystal Financial Corp. in May 2010, at the time bringing with him over 10 years of investing... Read More
Barry Hubich is Vice-President, BDC Capital for the Western Canadian region. Barry has more than thirty years of experience working... Read More
Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More
Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator. He is an Incorporated Partner and a Managing Director... Read More
Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More
Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More
In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More
Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More
Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... 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
Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More
Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More
John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More
Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More
John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More
Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More
John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More
Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More
Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More
Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More
Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More
Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More
McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More
Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More
In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More
As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More
Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More
Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More
John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More
Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More
Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More
Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More
Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More
Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... 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).
Eligible for 0.50 CPD BC Law Society credits
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:
Eligible for 1.00 CPD BC Law Society credits
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:
Eligible for 1.00 CPD BC Law Society credits
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 and advisors.
In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.
Tracey McVicar will sit down with Kleo Landucci in a fireside chat to discuss the exciting journey of a family-owned business who cast a global net to find the right strategic partner for their unique infrastructure business. Kleo and her family have completed two separate transactions in three years and still own a percentage of the business today. Hear what led the family to seek a strategic partner and how they approached the strategic process. Discover how they find the right partners and what they would change if they were to do it all again.
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:
Eligible for 0.50 CPD BC Law Society credits
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:
Eligible for 0.50 CPD BC Law Society credits
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.
Eligible for 0.50 CPD BC Law Society Credits
(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.