All business owners will eventually exit from their business one way or another. Planning can make your exit a happy one that meets the goals you’ve set for yourself and your family.
This is especially important for those contemplating an exit within the next five years.
Why leave your future success to chance?
Get the insight and information you need in terms you can understand and use from leading professionals at Sunbelt’s free Exit Planning evening seminar series, continuing monthly at the Sunbelt office at 2821 Riverside Drive, Ottawa.
Topics and dates:
Nov. 17, 2011: Setting Objectives
Dec. 8, 2011: Determining Value
Jan. 26, 2012: Preserving, Protecting and Promoting: part 1
Feb. 16, 2012: Preserving, Protecting and Promoting: part 2
March 1, 2012: The Sale: Converting to Cash
March 29, 2012: Transitioning to a Passive Role
April 12, 2012: Contingency Planning
April 26, 2012: Wealth Preservation
The series covers the benefits, setting your goals and objectives, communicating with stakeholders, contingency plans, your team, business valuation, exit options, maximizing value, financial planning, estate planning, the role of the lawyer, accountant, insurance provider and business broker, due diligence, managing the process, getting started, and the pitfalls to watch for.
Our Ottawa Exit Planning Group experts will provide practical advice on tax planning, structuring, preparing for the exit, handling the family business, retaining employees, establishing an advisory board, mitigating risk, shareholders agreements, corporate documentation, family trusts, employee share ownership plans (ESOPs), and dealing with the unexpected (disability and death).
Greg Kells, president, Sunbelt Business Brokers and Business Valuation Canada
Ray Joseph, vice-president, Conner Clarke, Lund (Investment Managers)
Jay Humphrey, lawyer, president, Humphrey Professional Corporation
Randy Harrison, president, Advanced Planning (Dundee Financial Service) Wealth Management and Insurance
Dianna Larkin CA, manager of Small Business Services, McCay Duff, Accountants
Rob Tanner, owner, Tanner Insurance, Commercial, Liability and Property Insurance
Adrian Spitzer, president, Valpak (Direct Marketing)
Jeffrey Edwards, president, Inner Circle Canada (Peer Mentoring Facilitation)
Grant Mellow, ActionCOACH (Business Coaching)
When & Where
Sunbelt Business Brokers
Sunbelt Business Brokers is the world's largest and most successful network of business brokers. Established in 1979, we've been in Canada since 2002.