Your Due Diligence Checklist: How to Prep Your Startup for Investment

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Date and Time

Location

Location

Terrace View Room - Global Business Centre

5th Floor - 120 8 Ave SE

Calgary, AB T2G 0K6

Canada

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Refund Policy

Refund Policy

No Refunds

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Event description

Description


Think your highly scalable startup is ready for investment capital?

Whether you’re a first time founder of an early stage startup or an experienced entrepreneur rapidly scaling, you’ll walk away with a greater understanding of the documents and items you need in place to be investor ready. Experts from BDO will walk you through a startup-friendly due diligence checklist.

Agenda

4:30 p.m. - Arrive, grab snacks & network
4:55 p.m. - Welcome by Startup Calgary & Calgary Economic Development
5:00 p.m. - Workshop hosted by BDO & Osler Experts:

  • Startup life cycle case study, presented by Mike Hiley
  • Year one and two tax compliance checklist, presented by James Dahl
  • Due diligence and maximizing the value of your business, presented by Mike Hiley
  • Cap tables and term sheets, presented by Jacques Du Plessis,Associate at Osler

6:00 p.m. - Wrap-up & optional networking

Speaker Bios

Mike Hiley, CPA,CA; CISA, Partner at BDO:
With over 15 years of experience in public accounting and the leader of Alberta’s Technology and Life Sciences practice, Mike is well known to bring a practical approach to complex issues. He is also a Certified Information Systems Auditor (CISA), and utilizes these skills to support clients in the design, assessment and audit of their financial reporting systems.

James Dahl, CPA, CA, Partner, Tax at BDO:
James provides tax and business advisory services to clients in a wide range of industries, including real estate, oil and gas, professional services, manufacturing, technology and not-for-profit organizations. He assists clients with corporate restructuring, due diligence, personal, corporate and charity tax compliance services and cross-border transaction support services.

Jacques Du Plessis, Associate at Osler:
Jacques has a general corporate commercial practice, with an emphasis on matters relating to corporate finance and securities regulation, mergers and acquisitions, technology and corporate governance. He represents public and private Canadian and international companies and advises them on a wide range of issues including start-up, incorporation, share and asset sales, debt and equity financing, private placements, public offerings, continuous disclosure, corporate reorganizations and general corporate law matters.

About BDO

At BDO, our industry teams provide ongoing support to startup companies like yours. We use practical business techniques to solve problems and offer personalized tax, accounting, and advisory services to help you manage your company’s growth.

To learn more about how we can support your company’s growth, visit BDO’s StartSmart bundle offerings.



Directions to Terrace View Room

The Terrace View Room is located on the fifth floor of the Global Business Centre. The Global Business Centre is located at the Calgary TELUS Convention Centre.

Directions:

Please enter through the North Calgary TELUS Convention Centre lobby (located at 136 8th Ave SE) , turn left at the customer service desk. From the customer service desk you will walk to the right of the escalator and walk straight ahead to the elevator on the right hand side. Take the elevator to the fifth floor to reach the Terrace View Room.

Directions from the Calgary TELUS Convention Centre Parkade:
The Calgary Parking Authority runs a 433-stall underground parkade (Lot 60) at the Calgary TELUS Convention Centre (located at 727 – 1st Street SE). From the parkade you will take the elevator to the lobby. Once off the elevator, turn right and walk around the customer service desk. From the customer service desk you will walk to the right of the escalator and walk straight ahead to the elevator on the right hand side. Take the elevator to the fifth floor to reach the Terrace View Room.

Date and Time

Location

Terrace View Room - Global Business Centre

5th Floor - 120 8 Ave SE

Calgary, AB T2G 0K6

Canada

View Map

Refund Policy

No Refunds

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