Unlocking your Business Value

Monday, April 3rd, 3:30--5:30pm

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hosted by

CIBC Wood Gundy

CIBC Commercial Banking

No cost for admission, complimentary canapés & cash bar.

Email to attend: fba@familybusinessassociationvi.ca

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Uplands Golf Club - 3300 Cadboro Bay Road, Victoria

Monday, April 3rd , 3:30-5:30pm

Interactive Presentation


Sean Foran, Managing Director

Business Transition Planning


Grant Wallace, Executive Director

Mid-Market Investment Banking

  • What are the critical success factors of the "keep or sell" decision?

  • What are private companies selling for in this current market?

  • How much tax will an owner pay on a sale of shares or assets or on an internal transfer to family?

Who should attend? Individuals without tax or law backgrounds would achieve great insight from the information provided. The focus will be on providing advice on market values for private companies, as well as the optimal tax and legal structure for

business transition.

Your Presentation Team

3:30 - 4:00 canapés & cash bar; 4:00 - 5:30 presentation

Cold canapés

  • Tomato & Feta Bruschetta; Goat Cheese Truffles; Vegetable Rice Paper Rolls
  • Watermelon, Feta & Mint Skewers; Smoked Salmon Roses on Rye Toast Points
  • California Sushi Rolls; Stuffed Endive Boats; Devilled Eggs

Hot canapés

  • Chicken Satay; Prawn Brochettes; Ancho Chile Rubbed Beef Striploin Skewer
  • Vegetable Spring Roll; Prune & Stilton Phyllo Bundles; Ratatouille Vegetable Tarts
  • Assorted Mini Vegetable Quiches; Uplands Bacon & Cheddar Sliders
  • Spinach & Feta Spanakopita; Traditional Sausage Rolls

Email to register (no cost): fba@familybusinessassociationvi.ca

Family Business Association (FBA) Vancouver Island

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Our Mission

To promote the sustainability and growth of Vancouver Island business families by providing education and support through

community and shared experience.

Our Vision

We are an engaged and supportive community of vibrant Vancouver Island business families and advisors who connect, share ideas and learn from each others’

unique experiences.

Our organization has been providing a community of support to family businesses on Vancouver Island since 1999. We help families in business succeed through shared experience, education and resources. FBAVI is where Canadian business families go to connect, grow and learn for sustainable success across generations.