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Upcoming Events

SuccessionMatching Community Project Online Info Session
Join SuccessionMatching on February 21st at 2 pm for an online session on their community-driven succession programming in partnership with Succession Plan Canada. SuccessionMatching will also discuss its other economic development initiatives that ensure transitioning Canadian businesses have a strong pool of buyers to sell to.

1. Learn about the SuccessionMatching Community Project (SMCP) and how it delivers tailor-made succession solutions to businesses and communities across Canada.
2. Learn about the Be Your Own Boss program and how SuccessionMatching is partnering with post-secondary institutions to ensure strong, qualified buyers are buying businesses in Canada’s communities.
3. Learn about the International Investment Attraction program and how SuccessionMatching is partnering with Fragomen Worldwide to assist new immigrants find qualified businesses in Canada in order to apply for accelerated permanent residency status through Provincial Nominee entrepreneurship programs.

Email to register for the session.

Canadian Credit Union Association Virtual 2018 Conferences
As part of an online professional development and education conference, Alison will join the Canadian Credit Union Association to speak to their lenders and leaders who want to gain a better understanding of succession planning. Alison has worked with thousands of farm and business buyers and sellers and analyzed the metadata provided by to identify common pain points that buyers and sellers encounter throughout the transition process. She will share some strategies and resources available that can help CCUA members implement a succession plan and a successful business or farm transition. The dates and times for these sessions are:

Mar 15 @ 1:00 – 2:00 pm ET (Ag audience)
June 21 @ 4:00 – 5:00 pm ET (Commercial audience)
Nov 22 @ 4:00 – 5:00 pm ET (Ag audience)
Nov 28 @ 1:00 – 2:00 pm ET (Commercial audience)

This is for Credit Union Employees only and they can register through the CCUA Cusource.

Are you looking to sell your business or farm in the next ten years?
SuccessionMatching Community Project (SMCP) Fall Webinar Series
October 3rd to November 23rd, 2018
Industry experts from across North America will be joining us to share their knowledge on everything from Chartered Business Valuations to HR issues, before, during, and after the transition.
Participants who attend live are encouraged to ask any questions they may have regarding their transition plan and can access this webinar series from the privacy of their home or business.

Session 1 - Writing a Succession Plan
Session 2 - Family Transitions
Session 3 - Employee Share Ownership Programs
Session 4 - Third Party Sales
Session 5 - Emotional Readiness for Change
Session 6 - Mentorship
Session 7 - Human Resource issues before, during and after transitions
Session 8 - Marketing
Session 9 - The Importance of a Chartered Business Valuation
Session 10 - Tax Planning
Session 11 - Insurance Strategies
Session 12 - Legal Considerations
Session 13 - Financial Planning for Retirement
Session 14 - Financing for Buying a Business
Session 15 - Finding Financing for a Farm

For more information or to register, please Contact Us.