Small Business Management Buyouts: From Lifestyle Business to Legacy Business

Most small businesses with up to $2.5 million EBITDA sell in the 3-5x multiple range. According to the HBR Guide to Buying a Small Business, these undervalued small businesses can be excellent investments, however most owners of enduringly profitable small businesses do not want to sell, instead they end up being forced to sell because of health or other life circumstances. 

A management buyout is an excellent alternative for the owner-manager who has a long-term growth mindset & does not want to sell their business in the traditional manner.

28 Nov 2019, 10:00 AM

3 CPD hours


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Course Description

Topics covered are:

  • Owner-manager Management Buyout Self-assessment
  • The Professional as Trusted Advisor
  • The Transaction: A Tax Plan, and a Shareholders Agreement
  • Converting Personal Goodwill into Exempt Capital Gains
  • From Lifestyle Business to Legacy Business
  • Understanding Culture: Building Value through Employee Engagement

Please note that this is event will be held at 133 Lowther Avenue, Toronto, Ontario, M5R 1E4. The structure of the event is as follows:
  • Presentation - 10:00 a.m. to 12:00 p.m.
  • Lunch - 12:00 p.m. to 1:00 p.m.

The cost of the seminar is $150 (+tax), which you can pay by any credit card. You will 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Certificate: Small Business Management Buyouts: From Lifestyle Business to Legacy Business
  • Feedback / comments

About the Instructor(s)

Picture of John Mill
John Mill

The presenter John Mill, LL.M., MBO Coach, formerly a tax lawyer for 25 years, has been working in the area of small business succession planning for 10 years. He is the author of Hire Your Buyer and currently works as an MBO (management buyout) Coach, and professional speaker on management buyout topics.

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