Cultivating Business Value - Your Business Assessment Workshop

As an Owner/President/CEO, you see great value and potential in your business and hope to see continual growth. But have you covered all your bases? Are the decisions you're making today adding long term value?

In this CoreValue Engage workshop, learn:

• Where your company resides on the Value Scale (when compared to top performing companies)
• How much more your company could be worth (a.k.a "Value Gap")
• What your company's critical drivers of value are
• If there are any red flags/threats to your business

Sharing their stakeholder perspective on business value:

• Stephan May, Managing Director, Storeyworks - Merger & Acquisitions
• Yves Besner, CEO, SEO TWIST - Sales & Marketing
• Matt Price, Director, BDC - Financial Management
• Jim Harmon, Managing Partner, Boyden - Human Resource Management
• Bruce Fischer, Chairman Advisor, WelchGroup Consulting - Growth & Operational Challenges
• Robert Nadeau. Chairman Advisor, WelchGroup Consulting - Legal Considerations

Please bring your tablet/iPad/laptop to participate in the CoreValue workshop. We will only have a few tablets on hand for those who don't have one.

To learn more about CoreValue, click here!

Breakfast: 7:30-8:00AM
Business Assessment Workshop: 8:00-10:00AM

For further details, please email Myra Alexander at malexander@welchllp.com.

SPEAKER BIO’S:

Stephan May, Managing Director - STOREYWORKS | CAPITAL & STOREYWORKS | DEVELOPMENT
As an exempt market dealer registered with the Ontario Securities Commission, Stephan helps business owners buy and sell companies, perform marketability assessments, and raise capital. Prior to Storeyworks, Stephan was the Director of Corporate Development for TUC Brands where he was responsible for all corporate development, which included, M&A, partnerships, and corporate finance. In 2012, TUC grew from 15 to 140+ employees by way of acquisition, winning the title of “Fastest Growing Company” in Ottawa. Stephan May holds a M.B.A from the University of Ottawa.

Yves Besner, Co-Founder & CEO - SEO TWIST - Mr. Besner is a co-founder and Chief Executive Officer at SEO TWIST - a full service digital marketing agency. He holds a diploma in Advanced Programming from La Cité Collégiale and a diploma in Applied Information Technology from the Institute for Information Technology. As an entrepreneur, he started his first business from his parents' basement and grew it to a multi-million dollar company with over 43 employees and 3 offices across Canada. From there, he developed one of the first web content management systems used in many government departments and organizations throughout Canada. His R&D and entrepreneurial skills are highly revered in the technology and business sectors, having been involved in the development of over 3,000 web projects and solutions.

Matt Price, Director - BDC - Matt is Director, Growth & Transition Capital in the BDC Ottawa office. Matt has spent nearly 10 years working across North America and Asia in corporate financing. With experience in structuring non-traditional financial terms, Matt is adept in harnessing a broad range of tools including cash-flow lending, mezzanine financing & direct equity investments, all depending upon the needs of the individual client. Matt’s true interest lies in helping businesses grow—and finding unique, sophisticated financial arrangements to facilitate that outcome.

Jim Harmon, Managing Partner - Boyden - Jim specializes in recruiting executives who fundamentally impact the bottom line. He joined Boyden after holding several management roles in the transportation sector. He has successfully carried out hundreds of CEO, CFO, CIO, and VP-level searches for innovation sector start-ups, large private and publicly-held enterprises, as well as public sector organizations. Jim and several other technology sector business leaders founded MindTrust, a forum exclusively for technology CEOs. Together with some of the region’s leading Chief Financial Officers, Jim organizes the CFO Breakfast, a semi-annual event that welcomes new CFOs to their roles.

Bruce Fischer, Chairman Advisor - WelchGroup Consulting - He is a multi-faceted entrepreneurial business leader with over 30 years of hands-on experience as CEO with a focus on finance, mergers & acquisitions, strategic planning, business development, marketing, sales, operations and mentoring entrepreneurs.

Robert Nadeau, Chairman Advisor - WelchGroup Consulting - Robert is a lawyer with 26 years of practical “hands on” experience. He has founded a successful start-up and has advised countless clients on matters such as business purchase and sale, strategic alliances and risk management. In addition to his practice, Mr. Nadeau has been offering virtual “in-house counsel" services to Small-Medium Enterprises, start-ups and Global 500 companies for the last 7 years on such matters as: Directors & Officers liability; Shareholder disputes; Purchase and sale of businesses;Technology transfers & software licensing; strategic alliances and joint ventures, etc.

Candace Enman, CPA, CA, President - WelchGroup Consulting - Candace runs a successful Chairman’s View and Contract CFO practice that helps business owners think & act strategically in their companies - assisting owners in managing their growth objectives as well as preparing their business for an upcoming transition.

Jeffrey Dale, Chairman Advisor - WelchGroup Consulting - Jeffrey Dale is the co-founder and a Director for the Odawa Group Inc. The Odawa Group develops new approaches to creating financial models for long term funding of Infrastructure projects under a Public Private Partnership (P3) model. Jeffrey is the former OCRI President and has held many senior Executive positions in the technology sector. His past positions included: President of KOM NETWORKS Inc., Vice-President, Business Development for Peleton Photonic Systems Inc., and Vice-President of Sales for MCI Systemhouse Inc.