Succession Planning With The Pros | A Three Part Workshop

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March 5, 2020 – March 25, 2020

Hosted By

Community Futures


Kindersley, SK


Succession Planning (Kindersley) March 5, 19 & 25

PART 1:  TRANSITION FOR PROFIT – Presenter Ron Robichaud

If you are a business owner with the idea of retirement on the horizon but feeling anxiety and dread over exiting the company you’ve invested your blood, sweat and tears into, you are not alone.  Perhaps you are not sure where to start or perhaps you are not confident you can find the right person with the right skills to run the company you’ve worked so hard to build. Do you hand it down to your kids, or sell to management, employees or an outside party?  What makes the most sense from a logistical, financial and operational perspective?


Learning Objectives:

  • Learn to assess and interpret your numbers
  • Learn to maximize your business value
  • Learn how to prepare your business for sale
  • Uncover strategies to increase revenue & goodwill
  • Learn to monitor and measure financial performance


Kindersley, SK   March 5 – 9:00 am to 12:00 pm


PART 2:  STRAIGHT TALK from the lawyer, the accountant and the Investment Sector on how to mitigate risk and keep more profit from the sale!

A guest lawyer will guide you on the importance of understanding how you are selling your company.  Outline the critical steps of the process for you and the purchasers. Discuss agreements that you should have in place to exit your business.


The guest Chartered Professional Accountant will guide you through the tax implications of your sale choice, assist you in understanding how your financial statement plays a key role in the sale, share the process in terms selling shares vs. assets, obligations to CRA, etc. and how to protect your proceeds.


Investment after the Sale:  Learn some ideas on where you might place some of the proceeds from your sale.  Implications that you should consider with respect to your futures. Panel discussion and open Q & A with Investment Advisors.  Unique financing opportunities on how the purchaser can successfully finance the purchase of your business.


Kindersley, SK   March 19 – 9:00 am to noon


Part 3:  HOW TO QUICKLY BUILD AN EFFECTIVE MARKETING PLAN –  for busy owners who are tired & need help! – Presenter Mike Klein, Beat Marketing

Join marketing expert Mike Klein for a two-hour session featuring a mix of entertainment and group discussion aimed at helping you develop an action focused one- page marketing plan.  Having a successful marketing plan enhances your opportunity to sell a healthy vibrant business!


Mike Klein is the owner of Beat Marketing, a Saskatchewan based firm focused on helping organizations tackle their marketing problems.  Beat’s services include marketing consulting, graphic design, website development, social media management, online advertising, analytics and more.  Mike has more than 20 years of marketing experience and has delivered thousands of hours of presentations to entrepreneurs across Canada.



Kindersley, SK   March 25 – Noon to 2:30 pm

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