Building a transferable business that will sell for optimal value.  How the Senior Finance Officer can influence and guide the Business to achieve this outcome.

Join us on Tues Feb 26, 2019 to find out how

Sponsored by:

Jeffrey Gregory Of Desjardins Financial Security Investments Inc.

Free Raffle Prize:  Fire TV Stick with Alexa Voice Remote

PLEASE NOTE THAT THE DATES ON THE OWLWISE SYSTEM SHOW FEB 25, 2019 AT 9AM BECAUSE THIS IS WHEN REGISTRATION CLOSES

Identify the drivers of success in building a business that is transferable and will sell for Top Dollar.

Understand the macroeconomic and demographic data and trends and how they will develop in the next 5 years which is critical to then identify “big ticket” strategies that will drive value in this environment.

The Senior Finance person is a key person on the Executive team to ensure that an appropriate strategic mindset is adopted in the strategic planning cycle and that expectations are managed. It is also imperative that the right advisor team is put in place to guide shareholders and management on the liquidity planning journey. This dinner session will add to your knowledge of being an effective member of such a team.

One of the goals of the evening will be to compute for you, using cloud technology, a score for the current business that you manage to demonstrate some of the value opportunities that are available. (  this will be done in a totally confidential manner ) This score will form the basis of a lively benchmarking discussion for the group that will present to you immediately valuable improvement opportunities that you can take back to your firm to consider implementing.

Attendees should bring their laptops with internet access to get the full value from this evenings presentation and discussion and be able to tailor the discussion to their real business scenario.

This dinner session will be structured for an interactive lively debate and a constructive session! Don’t miss it.

Our Speaker:

"Stephen Cummings is the CEO and Managing Partner of Rizolve Partners, a boutique strategic business advisory firm that advises clients on: value creating strategies where the establishment of profitable sustainable growth is the imperative; Building Value in private companies to ensure transferability and the planning for and execution of strategic transactions and liquidity events to realize value.

New for 2019, we now provide confirmation that you earned 2.5 hours of CPA credits for each of our dinners.

Registration on Owlwise ONLY; ends “Monday Feb 25 @ 9AM”

Note:  Our venue is strict on requiring advance notice.  Late registration is not an option.  Don’t miss out!  Register now!

Registration Instructions:

Members on Owlwise sign into your Owlwise account.

·       Click on “events“ tab on the left.

·       Pick “TFN Feb 25, 2019 Dinner” from the menu of choices

·       Follow the prompts to pay by Credit Card.

Event Details:

Location:     Weston Golf and Country Club,

50 St. Phillips Road

Free parking

·       Meeting fee of $54.00 covers buffet of salad, roasted chicken, veggies, potatoes, pop, taxes, tip, Owlwise fees and TFN costs.

·       A vegetarian option is available on request.  Send an e-mail to Larry Cooper: (l.m.cooperc.a@sympatico.ca) no later than Sunday Feb 24 at 9 PM

·       Cash bar for alcohol, beer and juice beverages.

·       Networking at 6:00 PM. Dinner at 6:30 PM.