SOAR: Selling, Acquisition & Succession Planning
About this Event
SOAR Succession & Valuation Series Kickoff Breakfast
It’s never too early to start planning your business transition.
Join Community Futures Peterborough and BDC for a free breakfast event designed for business owners, future successors, and entrepreneurs interested in purchasing an existing business.
Whether you're planning to transition your business in three years or ten, successful business succession starts long before a sale takes place. This kickoff event will explore the importance of early planning, business valuation, leadership development, and succession strategies that help protect business value and create successful ownership transitions.
You'll hear firsthand from Jillian and Ian Scates of Central Smith Creamery about their business transition journey, followed by a local expert panel discussion with tax and legal professionals including Matt Holmes, Michael Riseley, Nicole Truman and our partners at BDC.
Key Takeaways:
- Why succession planning should start years before an exit
- The critical role of business valuation
- Common transition strategies for family members and employees
- How to prepare future owners for success
- What buyers should look for when acquiring a business
- The key steps involved in purchasing an existing business
Seats are limited – priority for the event will be given to business owners in the community looking to learn more about valuation and succession advisory support. We will be limiting the number of available seats for professional advisors while we keep the event focused on business owners and the those looking to purchase and acquire a business.
Agenda
🕑: 08:00 AM
Doors Open + Breakfast Available
🕑: 08:30 AM
Opening Remarks
🕑: 08:35 AM
Fireside Chat
Host: Jillian and Ian Scates, Central Smith Creamery
🕑: 08:55 AM
Expert panel discussion
Host: Michael Riseley, Matt Holmes, Nicole Truman, BDC
🕑: 09:15 AM
Audience Q&A
🕑: 09:30 AM
Closing remarks
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
