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The Mestern Group

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Events

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7872
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EVENTS

Events

Sell Smart - Strategies for a Smooth and Profitable Business Exit

Sell Smart - Strategies for a Smooth and Profitable Business Exit

May 20, 2025 05:00 PM Eastern Daylight Time - May 20, 2025 08:00 PM Eastern Daylight Time

Event Overview:

Some entrepreneurs found businesses with a clear goal of a quick exit, others want to own/run the business until retirement. Regardless of the path you choose, the fact is that if you are successful, your business is likely to have economic value to a purchaser one day. Why not try to maximize that value?

I am happy to invite you to our upcoming evening focusing on all things exit planning. This will be a network & learn event covering three stages of an entrepreneur’s journey:

  • Startup to pre-exit phase: Steps a founder should take to ensure they and their business are structured early for a tax-efficient exit. How should my share ownership be structured? Where should I hold passive business assets?

  • Exit phase: A discussion on what actually happens when you make the decision you sell your company. What is considered in business valuation? What will your legal representative do for you during this stage?

  • Post-exit phase: You have finally turned your non-liquid business shares into liquid cash. What now?

Who should attend: Founders/entrepreneurs interested in learning how to structure their business for maximal future exit value.

Refreshments (provided):

  • Food: Canapes provided by Vittoria Trattoria

  • Drinks: Beer, Wine, and non-alcoholic beverages

Cost: Free

Panelists:

  • Philippe Froundjian – Managing Director, CIBC Mid-Market Investment Banking – M&A

  • Brent Bolger – Founder & President, Brendar Environmental Inc. (exited Jan 2025)

  • Ron Prehogan – Founder & President, Equitas Consultants, Partner, Brazeau Seller Law

  • Zoran Vranjkovic, CPA, CA, CFP, TEP – Partner, Director of Tax Services, Welch LLP

Moderator: Kenny Crandlemire, CFA – Investment Advisor, The Mestern Group

Note: By submitting your RSVP to this event, you consent to future email communication from the organizer and/or presenter(s). Please also be advised that by attending the event site you are agreeing to being photographed and/or filmed, and the resulting assets may be used for marketing or promotional purposes.

RSVP RSVP to Sell Smart - Strategies for a Smooth and Profitable Business Exit

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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