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Event: Business Transitions Roundtable – Burnaby – April 6, 2016

Business Transitions Roundtable Event - Burnaby

Thinking of exiting your business within the next 5-10 years?

Selling your business should be one of the most exciting and rewarding events in your lifetime. But recent surveys show that for many business owners, the process is unsatisfying, and sometimes downright disappointing. They discover that the business value is not what they expected, and that the process is complicated and filled with trap doors.

Attend our Burnaby Business Transitions Roundtable Event

On Wednesday, April 6, 2016, meet with experienced advisors for a casual roundtable-style information session on the key topics surrounding business transitions preparation.  Hear from the following local professionals:

Business Law

Erin J. Easingwood, LL.B, B.C.L. Family Enterprise Advisor™, Partner, Lindsay Kenney LLP

Erin Easingwood

 

As a Partner with mid-size full service law firm, Lindsay Kenney LLP, Erin has a varied solicitor’s practice including Corporate and Commercial Law, Wills and Estates, and Real Estate.  Erin’s particular passion in practice is working with mutli-generational family owned businesses as their trusted advisor and legal counsel.  Erin addresses the interdependent relationships among many areas of the law, and the need to often see the ‘bigger picture’ in practice.  She is committed to finding the most pragmatic and efficient solutions for her clients.

Commercial Finance

Christopher Brown, Senior Account Manager, Business Development Bank of Canada  

Chris Brown

 

 

 

 

 

– AND –

Sumi Kochukalikkal, CFA, Relationship Manager, TD Commercial Banking

Sumi K

 

Chris is a Senior Account Manager with the Business Development Bank of Canada (BDC). Over the past 5 years, Chris has worked with SMEs from across the Lower Mainland to help them achieve goals for growth and complete special projects.  He focuses on flexible financing options for commercial real estate, mergers and acquisitions, equipment and working capital. BDC works with your bank/credit union to provide higher risk lending structures that complement their standard offerings.  BDC is also the only bank to offer consulting services to help identify and overcome many of the operational challenges that entrepreneurs face.

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Sumi Kochukalikkal, CFA is a Commercial Banking Relationship Manager at TD Bank, providing creative lending and cash management solutions for private companies in a diverse range of industries. She is experienced in assisting clients in their succession planning, having completed multi-generational transfers, leveraged management buyouts, as well as financing strategic acquisitions.

Corporate Tax, Structuring and Financial Reporting

Garnet Ravenstein, CPA, CA, Partner, A-R Partners Chartered Professional Accountants

Garnet Ravenstein

Garnet has more than 25 years of experience in the accounting industry including experience in both public practice and working industry-side. Garnet primarily works on corporate accounting, tax and advisory services for privately owned companies and their shareholders in a diverse range of industries including insurance brokerages, manufacturing, transportation, distribution and construction. His expertise includes working through complex share and asset purchase and sale transactions, corporate restructuring and acting as an outsource CFO or Controller for many of his clients.

 

Financial Planning

Michael Noc, BBA, CLU ChFC, CFP, Insurance & Investment Advisor, HollisWealth

Michael Noc

Michael has been involved in the financial services industry since 1988 and has run his own practice since 1997. In addition to obtaining a Finance degree from SFU, Michael is a Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® professional, Member of Advocis, Member of CALU – Conference for Advanced Life Underwriters, and Member of FPSC – Financial Planning Standards Council. Michael prides himself in working with business owners and professionals to help them create long term financial plans that address investments and insurance.

 

Value Enhancement and Exit Readiness

Bob Lawrence, CPA, CA, CEPA (Certified Exit Planning Advisor), President, VEER Business Advisors Ltd.

Bob Lawrence

 

 

 

After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive management positions with companies in a variety of industries, including manufacturing, retail, resource extraction and software development. With his hands-on operations and management experience, he can identify with the challenges facing business owners, especially as they look 5-7 years down the road at their inevitable business exits.

 

Event Details

Date: Wednesday, April 6, 2016

Time: 8:00AM–10:00AM; Registration begins at 7:30AM

Location: Executive Suites Hotel & Conference Centre
Ballroom B – 4201 Lougheed Hwy, Burnaby, BC V5C 3Y6

Cost: Free – By suggested donation of $50 to BC Children’s Hospital Foundation

RSVP: candice@veeradvisors.com or 604-444-0322

Continental breakfast included.

**This event is open exclusively to business owners.**

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