M & A Trends for Private Companies and their Shareholders

Our speakers will provide a roadmap to advising clients through the sale of their businesses from pre-sale considerations to the closing date, including current trends as seen by private equity firms and counsel to vendors and purchasers.

This seminar is for accountants, business owners, managers, financial advisors and bankers. It is eligible for 2 hours Verifiable CPD with the Chartered Professional Accountants of Ontario.

Topics and Speakers

Moderator: Barry S. Arbus, QC

Tidying up Your Corporate House - Howard Burshtein

Steps to be considered prior to selling a business, including creating enhanced post-closing revenue streams, updating corporate records and documenting employment arrangements.    

The New Kid in Class - Catherine Nicholson & Jonah Mayles

A review and analysis of the new Capital Cost Allowance Class for Eligible Capital Property and its impact on structuring the sale of a business.

Crossing the Finish Line - Matt Tevlin    

The accountant and financial advisor's role in reviewing the purchase and sale agreement and facilitating completion of the transaction.

Private Equity in Canada - Paul Eldridge, Partner, Fulcrum Capital Partners

Is your business ready for a private equity investor? What's current in the private equity world?