For Every Business Owner - The Business Transition Forum in Calgary

Last year, the Calgary Business Transition Forum event was packed with speakers sharing great stories. I heard fresh content from seasoned professionals too and got to ask many questions.

The networking was outstanding.
 
Register at: www.businesstransitionsforum.com/Calgary
 

The Business Transitions Forum, Calgary edition, happens at the Westin in Calgary on November 8th. I am looking forward to this year. Dave Mason Adam Mallon David Tyldesley Mark Stephenson Lisa Shepherd

Jacoline Loewen at the Business Transition Forum, Calgary

Preparing the Next Generation

It is exciting to share the limited seat offerings in our November 20 - 24, 2017  "Preparing the Next Generation" program in Toronto, ON. The Institute of Family Enterprise Stewards has recently launched and represents a collaboration of thought leaders, families and academic Institutions across CDA. The Institute and the initiatives it supports are without borders and we are actively exploring its expansion beyond CDA in 2018.

One of the most dynamic speakers and consultant on family business- David Simpson - will be co-facilitating the program with Susan Fulford, and as a duo, they offer expertise in innovation & entrepreneurship.

 Content:
The program covers business and financial literacy, communications, trust, values, purpose and clarity of Role & Accountability in families of business & wealth. We also include a focus on conflict & dispute resolution, risk management, negotiations as a life skill and Global Best Practices for building multi generational legacies. Case studies are used liberally. The family  guest speakers we invite in - like Mitzi Perdue, are simply the icing on the cake, and are a valued highlight.

There will be an evening reception.
 
Please call with questions,
Thank you,

Susan Fulford, M.B.A. LL.B. FEA
Dynamic Legacy Inc.
P: (416) 518 8080 | 

www.dynamiclegacy.com

 

Calgary deals to be done at the Business Transition Forum

If you are seeking to speed up your opportunity to network with those interested in the sale of businesses, check out The Business Transition Forum. The next session is in Calgary on November 8th and then Vancouver on the following week.

Top Tool to negotiate the fees for the sale of your business with confidence

For all you business owners who are thinking about selling part or all of their business, you need to download this new report by Firmex and Divestopedia.
I highly recommend reading it to get a true assessment of fees for your sale of business. 
The report also highlights the latest views from the corporate finance experts who will sell your business far better than you can do. Yes, I know you are the smartest person in the room, but you will get more money for your business when the sale is negotiated by the people who have done negotiations for decades.

Also, if you scroll down, you will see a link to sign up for a webinar with John Carvalho, the head of Divstopedia, and with Adam Mallon, BDO, who I enjoy hearing because he tells the stories from the family business kitchen table with deep empathy for the family, but also the sternness to make the right decisions.

For business owners, this report offers an invaluable tool in negotiating fees and terms for investment banking engagements. Of course, in addition to fees, due diligence must be performed on the quality and experience of the M&A advisor. The level of the success fee doesn’t matter much if an M&A transaction is not successfully completed or business owners don’t feel like they got the best outcome.

Get the Full Report

To download your copy of the 2017 M&A Fee Guide, click here.

Attend the Webinar

Join us on November 2nd, 2017 at 1 pm EST for a webinar on the key findings in the M&A Fee Guide 2017. John Carvalho of Divestopedia will moderate a discussion with Adam Mallon and Ryan Farkas of BDO Canada, Shane Stevenson, Dentons, and Jeff Deacon, IAM Group.  To sign up for the webinar, visit: https://www.divestopedia.com/reg/ma-fee-guide-2017/8356.