IT’S TIME – Business Succession in a Post COVID-19 Age

You are considering selling your business after dedicating years of your life to its success and survival. For most entrepreneurs, this is their first foray into the world of business transition. The process may be unfamiliar, confusing, and laden with emotion. Not an experience you are used to.


The stakes are high and outcomes can vary widely. The pressure is on to get this right.


Join us for our webinar series: IT’S TIME – Business Succession in a Post COVID-19 Age


Comprised of four weekly online sessions, hear from Vancouver’s business transition experts on a variety of key topics including:


July 16, 2020 |  Maximizing Your Business’s Value - VIEW RECORDING

July 23, 2020  |  Understanding Legal Structures & Governance - VIEW RECORDING

July 30, 2020  |  Selling Your Business With Confidence - VIEW RECORDING

August 6, 2020  |  Minimizing Your Tax Bill - VIEW RECORDING



Presenters:


Part 1: Maximizing Your Business’s Value

John Cameron – Business Coach & Trainer

Rock Solid Coaching & Consulting


John is one of Canada’s most sought-after small business experts and has been helping business owners achieve success since 2001. He has a Business Degree from Simon Fraser University followed by a career that began with a marketing consulting practice in Vancouver. From there he became a partner in the 4th Fastest Growing Business in Canada (as recognized by Profit Magazine). Following that, he started up his own contracting company from scratch — built it up to 25 employees — and successfully sold it. In 2001, John received his certification as an expert business coach. This led to the creation of Rock Solid Business Coaching Inc. Since then he has worked one-to-one with hundreds of owners building strong profitable companies.


Part 2: Legal Structures & Governance

Nathan Daniels – Partner – M&A | Private Equity

Mogan Daniels Slager


Nathan has over 25 years of experience assisting clients on M&A and private equity transactions. He acts primarily for private equity funds, entrepreneurs, and management teams on transactions involving private companies. The Canadian Legal Lexpert Directory lists him as Repeatedly Recommended as a leading lawyer in the area of private equity. In addition to working on deals in Western Canada, Ontario and Quebec, Nathan also has significant international experience, advising on many Canada/US cross-border acquisitions and cross-border private equity transactions. He also worked for several years in the London, UK office of Freshfields Bruckhaus Deringer LLP, a leading international firm.


Part 3: Selling Your Business With Confidence

Axel Christiansen, CFA – Senior Vice President, Mergers & Acquisitions

Renaissance Mergers & Acquisitions


Axel brings over 20 years of mergers and acquisitions and corporate finance experience to Renaissance Mergers & Acquisitions. With a career focused on serving small to mid-sized BC companies across a wide range of industries, he’s routinely sought out by entrepreneurs who want to successfully transition their businesses. Born in Hong Kong, raised in the Philippines and a Vancouver resident for over four decades, Axel was a founding member of Vancity Capital – the mezzanine financing division of Vancity Savings Credit Union. He then moved into the role of Managing Director for BDC Capital’s mezzanine financing group covering BC and the Yukon. In both roles, he was actively engaged in structuring and negotiating merger and acquisition transactions.


Part 4: Minimizing Your Tax Bill

Rick Gendemann, CPA, CA – Lead Partner – Business Transition, Business Advisory, Tax Planning, Family Wealth Continuity

Manning Elliott LLP


Rick is committed to helping business families create a roadmap for successfully transferring their entrepreneurship and economic wealth across multiple family generations. Rick works extensively with family enterprises, providing owners with business advisory and business transition planning services. Rick is a graduate of the Institute of Family Enterprise Advisors program, which provides a comprehensive education in knowledge and best practices in family enterprise advising. He works closely with business owners in helping them develop and implement strategies to enhance the future. His experience in working with family enterprises spans over 30 years. Rick is also a frequent presenter on business advisory and business transition matters and has authored numerous articles on these matters.


Host:

Jon Eaton, CIM – Head of Private Client Wealth

Anchor Pacific Wealth Management


Jon Eaton is Vice President and Portfolio Manager at Anchor Pacific Investment Management. He joined Anchor Pacific as a principal in January of 2019. He brings over 30 years of business, financial and investment management experience, ranging from private business to becoming a Portfolio Manager with two of Canada’s largest banks. Jon entered the investment industry in 1987 after completing his Bachelor of Science degree at the University of Alberta. He spent several years working with international companies and pension managers designing and implementing various investment strategies. From 1994 to 1997, he and his partners acquired, re-built and sold three businesses, including a five-store pharmacy chain. Jon re-entered the wealth management industry in 1998, becoming a Portfolio Manager in 2003.


Jon brings extensive experience in helping entrepreneurial families through transitions in life. He has experience in both advising families and guiding his own family through the transition from business owners to wealth managers. Jon lives in the North Brader community in Abbotsford with Susan, his wife of 27 years. They have three children, Kate, Alex and Sara. Jon & Susan enjoy their hobby farm and share it with horses, chickens, cats, two dogs and a pair of donkeys named Gus & Elliot.


Attending these weekly sessions will give you the information and contacts that you need to successfully sell your business.


If you have any questions regarding this event, please contact us at info@anchorpacificgroup.com.

Anchor Pacific Investment Management Corp. (“Anchor Pacific”)  is a Vancouver, BC-based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios to deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.


To learn more about how Anchor Pacific can help you shelter, protect, and grow your money, contact us at 604-336-9080 or info@anchorpacificgroup.com

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

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