What You Need to Know to Prepare for the Next "Crisis"; and Preparing Your Business For Sale
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.5 PD hours. Please click the above link to see the topics and speakers for the evening.
29 Oct 2019, 5:30 PM
3.5 CPD hours
The following topics will be covering during this event:
1. Oh Canada: Ready or Not? What You Need to Know to Prepare for the Next "Crisis"
2019 will continue to put Canada’s economy to the test. Not since the financial crisis in 2008 have the economy and markets faced such uncertainty. With cracks forming on multiple fronts and many challenges to face, critical questions have arisen.
Is there a real estate bubble? How will falling/rising interest rates affect me and my investments? Will my investments withstand a coming recession? Join us as Anthony will provide answers to these and other critical questions related to equities, real estate and fixed income markets.
Speaker: Anthony Scilipoti, FCPA, FCA, CPA (Illinois) of Veritas Investment Research Corporation
2. 2020 Vision - The clarity you need to prepare your business for sale over the next three years
Things you will take away from this presentation:
- The current state of the M&A market
- What owners are doing today to improve value tomorrow
- The major things I need to change in order to make my business more saleable
- Is now the time to be expanding my business?
- What are some of my exit options other than selling outright?
- The implications for exit planning
- How should I prepare for an exit?
- What I should do now!
- David Shlagbaum: Senior Counsel/Facilitator – Pallett Valo LLP
- Colin Walker: Managing Director – Crosbie & Company
- John Hotson: Partner and Marketing Strategist – Business Transition Alliance
This event will be held at the Donalda Club. The structure of the event is as follows:
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.5 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.
About the Instructor(s)
John Hotson is a speaker, entrepreneur, business strategist and advisor to business owners. Over the past 35 years John has started seven companies, worked with senior business professionals in dozens of industries, and given hundreds of presentations and speeches.
John has over 35 years of experience in Marketing and Communications with Canadian companies. In his role as Director of Marketing for Nortel Networks, he started up and ran a retail business unit for the company in Canada and the US. After building the brand to number one in Canada, John oversaw the sale of the business to a well-known international electronics company.
After leaving Nortel John became a founding partner in one of Canada’s foremost communications firms, specializing in helping clients maximize the value of their business through strategic investor communications. His clients included Atomic Energy of Canada Ltd. (AECL), CIBC, Ontario Hydro, the Ontario Securities Commission (OSC), McDonald’s Canada, the Duke of Edinburgh’s Awards Program, Magna International, Toronto Parks and Trees Foundation and University of Toronto.
John is a founding partner of the Business Transition Alliance (BTA). BTA works hands-on with business owners of private companies to help them develop and implement effective strategies that increase the value, growth and profitability of their business.
Anthony and his partners founded Veritas Investment Research in 2000. He is a Fellow Chartered Public Accountant, a Fellow Chartered Accountant, a Certified Public Accountant (Illinois) and a member of the Association of Certified Fraud Examiners. He is a licenced portfolio manager. Anthony also serves as a member of the Ontario Securities Commission's Continuous Disclosure Advisory Committee since 2006. In 2019, Anthony was appointed to the Board of the Capital Markets Advisory Committee of the International Accounting Standards Board.
Anthony has been very active in accounting standard setting since 2003. He is a former member of the Canadian Accounting Standards Board, the CICA's Emerging Issues Committee, and was the Chair of CPA Canada's Users Advisory Committee.
Anthony began teaching in 1997 as a part-time accounting instructor at York University's Schulich School of Business in the MBA and BBA Programs. He was nominated for the Teaching Excellence Award in 1997 and 2003. Several of Anthony's cases have been published in Cases in Financial Accounting: A Principles Based Approach, First Edition, 2006. While he no longer teaches full courses, he does guest lectures at the undergraduate and graduate levels and runs custom tra1n1ng programs on financial statement analysis and business valuation for the CFA societies in Canada and the U.S., CPA Canada, as well as Canadian and U.S. analysts and portfolio managers.
Anthony is an advocate for investor rights. He is frequent media commentator and public speaker on issues related to financial accounting and disclosure and is considered an industry expert in special situations related to accounting. In 2006, Anthony was awarded the Award of Distinction by the Institute of Chartered Accountants of Ontario for his impact and leadership in the accounting profession among those under 40.
David has been working with Business Owners and Family Enterprises for more than 35 years, helping them structure business and shareholder arrangements and guiding them through the succession and estate planning process. David also has an extensive background in advising Business Owners on the sale and purchase of their businesses and in helping them maximize value by positioning their business for a sale.
In addition to his Law degree, David has a Psychology degree and has certification in Family Business Advising, Alternative Dispute Resolution and Mediation and has presented widely on business transition issues.
Colin has specialized in advising private companies and their owners in relation to M&A and corporate finance matters for over 25 years.
Colin is a Managing Director at Crosbie & Company Inc., a financial advisory firm focused on the mid-market that specializes in mergers and acquisition strategies, raising capital as well as providing specialized financial and transaction advice to families, shareholders and Boards of Directors. Crosbie is particularly well known for its extensive work in selling private companies and working with business owners on matters related to succession.
In addition to his advisory experience, Colin previously worked for several years at UBS in corporate lending and capital markets. He also spent 5 years leading the Crosbie’s direct investing initiative focusing on sourcing, structuring and managing investments in private mid-market companies.
Colin has also served as a Director of the Turnaround Management Association (Toronto Chapter) as well as for several private and public companies. He is a graduate of McMaster University with a Bachelor of Chemical Engineering & Management as well as an MBA.