This is the Program Archive for the Vancouver Business Transitions Forum.
Jacoline Loewen, head of business development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... Read More
David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... 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
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... 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
Ms. McVicar is the Managing Partner at CAI, a mid-market private equity firm. She is a former investment banker (RBC... 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
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... 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
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... 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
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... 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
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... 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
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... 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
As a Partner of Transactions and Valuation, Doug specializes in providing transaction and related services covering mergers and acquisitions, capital structuring, strategic planning... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... 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
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 is the founder and C.E.O. of The Value Builder System, a statistically proven methodology for improving a company’s... 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
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Kathy Butler is a Managing Director and Head, Wholesale Banking – British Columbia for CIBC World Markets. Ms. Butler joined... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... 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
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
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... 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 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.
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 when the time is right to exit your business. You will learn where to start, and what areas of the process provide the most opportunity and risk so you can successfully exit your business with confidence.
Do you really know what your business is worth? Many business owners are disappointed when they don’t receive the valuations they expect. 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. This session will outline a number of value drivers that require immediate attention in order to maximize the saleability and value of your business.
It took years to build your business and now you are ready to turn your hard work into cash, but what are your options? Should you look to your senior management team as potential investors? Should you look outside your firm for strategic buyers? What is the best option for you and your business? In this session, a panel of experts will discuss a variety of liquidity options and what distinguishes different classes of buyers based on your type and size of business. This session will help attendees prioritize which of the following breakouts to attend (A1, A2, A3).
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 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 or to a business partner 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. The Klassen Business Group is a third-generation family enterprise, now run by the children and grandchildren of the original founders. In this session, you will hear first-hand experiences related to the growth and evolution of this family enterprise, which now employs over 100 people. The presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition.
1 FEA CE credit available for this session
Join Andrea Shaw, Founder & Managing Partner, TTG Canada in a “fireside” chat with Arthur Griffiths, Former owner of the Vancouver Canucks and Orca Bay Sports & Entertainment.
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. We will look at real-world examples, how to structure your company well in advance of a potential sale or recapitalization so you have consider all of your business options to reap the benefits and avoid pitfalls.
In order to attract a wide range of financial and/or strategic buyers, you must identify and address 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 lurk within your business so that you and your advisors can prepare. The panel will discuss priority issues that owners should address two or more years prior to selling to obtain the greatest value on sale. Specific strategies to de-risk your business will be discussed, such as dealing with underperforming people, assets (including real estate that may be core to the business) and other internal and external risks. The panel will also provide tips on how to demonstrate value as a final step in obtaining maximum price.
The sale process of a business involves many complicated moving parts. To successfully sell or transition your company, the right team of professionals will get you the best price, terms and most importantly and ensure that the transaction closes.
After attending this session, you will understand what the ideal exit team looks like, how to select the best advisors for your business, what your exit team will cost and how they’ll be paid and what your post transition plan will look like.
The LOI is signed. Great – but challenges lie ahead that must be carefully navigated to avoid collapse or changes to the negotiated deal. Buyers and Sellers often have differing needs and objectives – and the idea of providing unfettered access to your confidential business information is scary. This panel discussion will highlight key areas of tension and risk for sellers after the letter of intent is signed. You’ll learn ways to maintain control and momentum without impeding the success of the sale process.
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 well in advance.
Common challenges that will be discussed include:
Hear from a panel of business owners who have gone through a transition with their businesses and now have the opportunity to reflect on the process 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.