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

Proactive Professionals

Nov 20, 2024 06:30 PM Eastern Standard Time - Nov 20, 2024 09:00 PM Eastern Standard Time

Event Overview:

The decision to incorporate brings increased financial complexity. When is the right moment in a professional's career to take this step?  

This is one of the many questions that will be answered in the upcoming “Proactive Professionals” event. Please join us for an evening of networking, featuring a panel discussion on the following topics:

• Legal and financial benefits of incorporation.
• Downsides of incorporating too early.
• Best practices for currently incorporated professionals (paying yourself, investing, tax).
• Real-word insights from two well-known practicing physicians.

Cost: Free

Refreshments included:

• Canapés provided by Vittoria Trattoria
• Beer, Wine, and non-alcoholic beverages 

Who should attend: Professionals who are incorporated, or thinking about it. This could include health care professionals, lawyers, dentists, veterinarians, and more!

Hosted By: The Mestern Group

Panelists:

• Dr. Kwadwo Kyeremanteng, Department Head of Critical Care at The Ottawa Hospital, Founder of the “Solving Healthcare with Kwadwo Kyeremanteng” podcast, Creator of the “Solving Wellness” platform, and Author of “Unapologetic Leadership.”
• Donna Ho-Faloon, CPA, CA, Head of Health Professional Practice, GGFL
• Dr. Behn Banihashemi MD FRCPC, Founder & CEO, Cardiac Longevity Clinic, Partner & Cardiologist, Merivale Cardiovascular Consultants, Cardiologist, Queensway Carleton Hospital
• Leanne Storms, Estate Litigation Lawyer, Merovitz Potechin LLP
• Francois JMJ Asselin, Financial Planning Specialist, Wealth Planning Group, CIBC Private Wealth

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 Proactive Professionals

Hack Proof - Safeguard your Business

Oct 02, 2024 05:00 PM Eastern Daylight Time - Oct 02, 2024 07:30 PM Eastern Daylight Time

Event Overview:

Small businesses are increasingly targeted by cybercriminals due to their often weaker security and valuable data. These vulnerabilities can lead to data breaches and be used in larger attacks.

Join our seminar to demystify cybersecurity. Learn how hackers think and discover simple, actionable steps to protect your organization’s data no technical expertise required. Connect with fellow leaders, share concerns, and strengthen your defenses together.

 

Cost: Free

 

Refreshments included:

• Canapés provided by Vittoria Trattoria
• Beer, Wine, and non-alcoholic beverages 

 

Who should attend:

• Small business leaders and executives looking to protect their organization’s data and reputation
• IT decision-makers in small business with limited resources
• Non-technical leaders who want simple, effective ways to safeguard their business

 

Hosted By: Kenny Crandlemire, CFA, Investment Advisor, The Mestern Group, CIBC Wood Gundy Ottawa

 

Speakers:

Sergey Poltev - "The Friendly Hacker", CEO and Founder at CAPITALTEK.  

A seasoned Cyber Risk Advisor and author of Hack Proof: A Guide to Cybersecurity for Your Business. Sergey, a tech enthusiast since the age of 12 and the founder of the award-winning IT companies, will share easy-to-understand advice on protecting your organization from cyber threats.

Sergey’s story is a unique. Very rarely do we hear of Russian hackers, going legit and this is that story. Sergey Poltev grew up in Russia and was heavily involved in the IT space. With prospects limited with growth in IT, Sergey quickly turned to life on the wrong side of the tracks. After the fall of the Soviet Union, Sergey realized his true was calling was helping people and after landing in Canada he started his own IT Business.

 

At first working on a break fix model he slowly transitioned (over the years) into a managed service (MSP model) with a focus on Cyber Security. From one of the only people to see both sides of the cybersecurity world, Sergey brings an extremely unique perspective on how to help small businesses improve their cyber-hygiene and impart you with the knowledge, you can use today to make a difference with your business. From insights and tips to solutions that actually work, his talks are always unique given his background. Now a published author, he brings over 30 years of cyber-knowledge to the forefront in this engaging talk.

 

Miles Walker, Multi-award winning speaker, Channel Development Manager at Kaseya

Miles is a multi-award winning speaker and international sales and marketing professional. After 15 years working with partners in London and Toronto he joined the Kaseya team in 2020, bringing a wealth of international relationship building experience. Based in Vancouver (where his career started in radio) Miles spends his days (mostly) out on the road talking about all things technology and business, often with an emphasis on cybersecurity. You can catch Miles posting video’s on LinkedIn, evangelizing Kaseya’s products and helping MSP partners grow their business.

RSVP RSVP to Hack Proof - Safeguard your Business