You are invited to attend ...

Chapter PD: Succession Planning October 20, 2018


Date:   Saturday, October 20, 2018
Time:   Registration & Networking: 8:00 AM - 9:00 AM / Presentation: 9:00 AM - 12:00 PM
Location:   Holiday Inn
711 West Broadway
Vancouver, BC 
V5Z 3Y2
PD Hours:   3 Hours

Program Outline: 

Succession Planning: Building Value in Advance of a Business Transition

Most business owners don’t think about exiting their business until they are ready to exit – but by that time, it’s often too late to implement the strategies that will maximize value and sellability.  In many cases, the most successful value enhancement and exit readiness strategies are those that reduce perceived risk in the minds of prospective purchasers.  In this presentation, Bob Lawrence will discuss what risks cause purchasers to hedge their bets on business value, and what business owners and their advisors can do to help overcome them, enabling owners to attract higher value multiples and better deal terms.

Topics covered include:

  • The case for succession planning
  • Mentally preparing for an exit
  • Valuation 101
  • Exit options for business owners
  • Exit readiness strategies

Bob Lawrence, CPA, CA, CBV

After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive management positions with companies in a variety of industries, including manufacturing, retail, resource extraction and software development. With his hands-on operations and management experience, he can identify with the challenges facing business owners, especially as they look 5-7 years down the road at their inevitable business exits.

Bob launched VEER Business Advisors (formerly Breakaway Business Transition Ltd.) in 2013, and became a Chartered Business Valuator (CBV) in 2016. He is active in the community, serving as a Futurpreneur mentor, and recently became a founding board member of a new foundation supporting families of children battling cancer.

   *As a courtesy to our speaker and other seminar attendees, please remember to arrive on time for events.
   **A full description of our PD course levels can be found here.







Sorry, registration for this event is now closed.

Please contact CPABC Vancouver Chapter at [email protected] for more information.