Business Transition Forum 2018 - Calgary | The Business Transitions Forum | 10 October 2018 | Westin Calgary, 320 4 Ave SW, Calgary, AB T2P 2S6

The Business Transition Forum (BTF) will help you learn how to successfully transition or exit any business. Hear real-life experiences from other entrepreneurs that have exited and start unlocking the secrets of successful transitions!

You want your business to succeed, one day you will want to transition it – perhaps to your children, senior management, or a third-party buyer. BTF focuses on planning and transactional strategies that are guaranteed to smooth the transition of business ownership while demystifying the process, so that you can transition your business on your terms when the time is right. You will leave with the tools to create your own roadmap while understanding best practices and the costs and roles of expert advisors. You’ll learn tactics that could save you a fortune and multiply the proceeds of a sale!

Planning for transition and succession should be part of any business plan. It is increasingly regarded as a best practice to consider your exit strategy even as you build your business – it can take years to structure a company effectively to maximize value, minimize taxes and find the right buyer.

2018 Speakers

Bryan Haynes
Partner, Bennett Jones LLP

Paris Aden
Founding Partner, Valitas Capital Partners

Tyler Armstrong
President & CEO, Lithion Energy Group

Axel Christiansen
Vice President, Renaissance Mergers & Acquisitions Inc

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Brett Bacon
Operations & Culture Curator, Swimco

Brett Bacon
Operations & Culture Curator, Swimco

Andrew Bateman
Partner, Felesky Flynn LLP

Victoria Bradbury
Controller, Mancal Corp

Jeff Belford
Managing Director, TriWest Capital Partners

Sarah Chiu
Partner, Felesky Flynn LLP

Cody Church
Co-Founder and Senior Managing Director, TriWest Capital Partners

Ben Gibbons
Partner, Capital Markets & M&A Advisory, RSM Canada

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Lynne Fisher
National Team Leader, ExitSmart, MNP

David Hilsenteger
VP, Finance and Administration, Accurate Screen & Grating Ltd.

Craig Hoskins
Senior Partner, Norton Rose Fulbright

Calle Johnson
Partner, Deals, Corporate Finanace, PwC Canada

Sandip Lalli
President & CEO, Calgary Chamber of Commerce

Kelly Long
Partner, Uncommon Wine Rooms

Sean MacLachlan
Partner, Carscallen LLP

Vern Malcolm
Director, Growth & Transition Capital, BDC Capital

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

Bruce MacKenzie
Owner, Chapman & Associates

Josh Matthews
Managing Director, Corporate Finance, PwC Canada

Jordan Martel
Senior Vice President, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Vincent Kong
Director, AltaCorp Capital

Kristi Miller
Co-founder and National Managing Director, First West Capital

Matthew Kellow
Vice President, Growth and Transition Capital, BDC Capital

Don Montgomery
President, Column B Acquisitions

Mike Miller
Chairman, Tundra Process Solutions

Warren Rabey
President & CEO, Rayquest

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

Cathie Saroka
President & CEO, Goldray Glass

Philip Setter
Managing Partner, Business Critical

Devin Wagner
Managing Director, Grant Thornton LLP

Elizabeth Williams
Partner, Norton Rose Fulbright

Eric Termeuende
Co-Founder, NoW Innovations

Sheila Witwicky
Partner, National Growth Partners

Tracey Zehl
Managing Partner, Grant Thornton LLP

2018 Sponsors

PRESENTING SPONSOR:
• Bdc

ENDEAVOUR SPONSOR:
• RSM

VENTURE SPONSORS:
• Alta Corp Capital
• Column B Acquisitions
• Grant Thorton
• Renaissance
• PwC

COCKTAILS & CONVERSATION:
• UBS

LANYARD:
• Bdc

BOTTLED WATER:
• Tri West

PEN:
• Valitas

JOURNAL:
• Carscallen LLP
• Business Critical

GLOSSARY OF TERMS:
• Grant Thorton

LUNCHEON KEYNOTE:
• Chrysalis

BADGE:
• Sequeira

MORNING KEYNOTE:
• BDO

WORKSHOP:
• Alta Corp Capital
• Norton Rose Fulbright

SESSION SPONSORS:
• Bdc
• Family Enterprise Xchange
• Bennett Jones
• Firstwest Capital
• Felesky Flynn
• CFA Society Calgary
• TEC Canada

SUPPORTING PARTNERS:
• CFA Society Calgary
• Business in Calgary
• CVCA
• Divestopedia
• EO
• Family Enterprise Xchange
• NACO
• TEC Canada
• University of Alberta