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Event: Business Transitions Roundtable – Langley – June 8, 2017

Roundtable June 2017

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 Langley Business Transitions Roundtable Event

On Thursday, June 8, 2017, 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

Bruce Hall, LLB, BCom, Lawyer, MacCallum Law Group LLP

 

Bruce was called to the bar in 1985 and practised law in the Lower Mainland for 19 years.  Bruce then spent 9 years with BDO Canada LLP where he became a Senior Manager of Taxation Services following which he joined MacCallum Law Group in June, 2015.  Bruce now combines his tax knowledge with his extensive corporate and commercial law experience to advise clients in matters regarding: corporate and commercial transactions including complex reorganizations, business acquisitions and dispositions; trusts, estates and succession planning; and tax advisory work.

Commercial Finance

Sumi Kochukalikkal, CFA, Relationship Manager, TD Commercial Banking

Sumi K

 

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

Mehul Gandhi, CFP, Managing Partner, Desjardins Financial Security Independent Network

As a Certified Financial Planning Professional, Mehul is dedicated to learning about his clients’ personal goals to build a financial security plan focused on their individual specific needs.

Mehul works with business owners and their families by helping them define their goals and future exit or transition from the business. At the same time, he considers the current financial situation of the business owner’s family and suggests recommendations to mitigate risk, minimize taxes, and effectively invest retained earnings. With a keen understanding of current estate planning issues, insurance strategies, and investment options, Mehul works with other professionals to make certain his clients and their families are always being looked after.

Value Enhancement and Exit Readiness

Bob Lawrence, CPA, CA, CBV, 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: Thursday, June 8, 2017

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

Location: Sandman Signature Langley Hotel
8828 – 201 St, Langley, BC  V2Y 0C8

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

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

Continental breakfast included.

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

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