Business Succession Planning & Matching

Succession Planning and Matching

Businesses with succession plans provide employment opportunities and maintain healthy, sustainable communities. 

Community Futures Wild Rose and it's partners are pleased to provide a Succession Planning and Matching Program between September 2020 to April 2021 to ensure business owners receive access to the resources and services required in transferring or selling a business.  Community Futures Wild Rose has partnered with 7 Community Futures offices to provide  entrepreneurs and businesses with access to training and resources to begin planning for the transition and succession plans for your business.  Businesses who are prepared and ready to list their business for sale have the opportunity to work directly with a matching expert to list their business with potential buyers for a minimal cost and is complimentary to a limited number of participants in the CF Wild Rose Region.

We will be offering a variety of single and multiple session workshops available to for profit, not for profit and family owned businesses between August 2020 - April 2021 provided by Succession MatchingAlberta Family Institute and Commercial Ventures.  

Multiple Session Series

Workshops
Exit Planning Introductory Series (4 sessions)
Provider:  Commercial Ventures

This program will enable participants to gain clarity on the journey toward a sale and learn how to prepare themselves and their business to be operated by a successor.  Participants receive instructional lessons and workbooks on the exit process and what business and personal readiness mean.

This course will prepare you to decide what masterclass to is best for you - Drafting your Exit Plan or Selling your Business.

This series is a pre-requisite for Drafing You Exit Plan and/or Selling Your Business.

All sessions are hosted online from 9:30AM - 11:00 AM

April 8, 22, May 6 and May 20, 2021
Register Here  

Sept 9, 23, Oct 7, 21, 2021
Registration:  not available yet

Jan 6, 20, Feb 3, 17, 2022
Registration:  not available yet
Drafting Your Exit Plan (4 session masterclass)
Provider:  Commercial Ventures

Prerequisite:  Exit Planning Introductory Series

This workshop series provides you with a template to dig deep into the action items that require your attention and an implementation plan to help you use your Exit Plan on a consistent go-forward basis. Learn how to build your advisor team and how to engage them with your exit plan along the way. 

All sessions are hosted online from 9:30AM - 11:00 AM

June 3, 17, July 8, July 22, 2021
Register Here  

Nov 4, 18, Dec 2, 16, 2021
Registration:  not available yet

March 3, 17, 31, April 7, 2022
Registration:  not available yet
 

Selling Your Business (4 session masterclass)
Provider:  Commercial Ventures

Prerequisite:  Exit Planning Introductory Series

If you plan to sell your business to a non-family member within the next 2-3 years, this masterclass gives you a clear outline of the sale process and checklists to help you prepare to engage with buyers. Dig deeper into what you need to get organized, what buyers are expecting from you, how to protect confidentiality, how to find and engage with buyers and who can help.

All sessions are hosted online from 9:30 AM – 11:30 AM

June 3, 17, July 8, July 22, 2021
Register Here  

Nov 4, 18, Dec 2, 16, 2021
Registration:  not available yet

March 3, 17, 31, April 7, 2022
Registration:  not available yet
~~

Family Business Transition – Core Class Series (6 classes)
Provider:  Alberta Family Business Institute

 

This series of webinars will be geared to family businesses from all disciplines who seek to deepen their understanding and begin the process of transition planning. Transition planning is a natural process in a successful family enterprise and one that can (and should) be positive and empowering.  The main focus will be to give an overview of the process and provide communication and governance strategies that will enable business owners to confidently chart their transition plan. This will be supported by a comprehensive workbook containing tools, templates, and resources.  Click here for more content detail.  

For better understanding of course content, participants are encouraged to take all classes but it is not mandatory.  

All sessions hosted online from 10:00am to noon with the exceptions noted below

Content Details

 

April 15:  Focus on the Family Circle
Register Here  

May 6:  Focus on the Business Circle
Register Here

May 13:  **1:00pm-3:00pm** Peer Group - Mastermind

Register:  not available yet

May 20:  Focus on the Ownership Circle
Register Here

 

June 3:  Communication and Conflict Management for the Family Enterprise
Register Here 

June 10:  **1:00pm-3:00pm** Peer Group - Mastermind
Register:  not available yet

 

June 17:  Establishing a Family Council and Developing a Family Constitution
Register:  https://www.eventbrite.ca/e/establishing-a-family-council-and-developing...

Ready to Sell a Business?

Businesses listed for sale or ready for sale can receive a coupon to list their business with Succession Matching. The coupon is only $25 (value $2000) due to the funding received for this project.  Contact us and we'll get you started!

 

ABOUT THE PROJECT
In partnership with Community Futures Alberta Southwest, Community Futures Central Alberta,  Community Futures Crowsnest Pass, Community Futures East Parkland, Community Futures Highwood, Community Futures Lethbridge, Community Futures Wild Rose, CFCWest is pleased to announce the Southern Alberta Business Succession Project. This project will provide dedicated resources to help business owners develop successful transitions through proper succession planning.

Through this partnership, business owners located in these Community Futures Regions will have free access to a series of workshops and webinar series to help business and farm owners prepare for the day they transition their business.   

Are you ready to sell your business?

Businesses who are ready to sell can list their business with Succession Matching by obtaining a Coupon Code for $25. To receive this service, participants must register and attend a minimum of ONE WORKSHOP provided by Succession Matching. The value of this package is $2,000. There are 12 coupons available for clients throughout the CF Wild Rose region. Contact Wendy Gerbrandt directly and she will connect you with a Succession Matching Specialist for full details. 

Contact Information

Wendy Gerbrandt

wendyg [at] albertacf.com

403.934.8888 ext. 3

Succession Planning Brochure

 

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Get in Touch

Community Futures Wild Rose
101 - 331 3rd Avenue
Box 2159
Strathmore, AB T1P 1K2

403-934-8888

Message Us

Communities Served

Acme, 
Ardenode, 
Bassano, 
Beiseker, 
Carbon, 
Carseland, 
Chestermere, 
Cluny, 
Conrich, 
Dalemead, 
Dalum, 
Delacour, 
Gem, 
Gleichen, 
Hussar, 
Huxley, 
Indus, 
Irricanna, 
Kathryn, 
Keoma, 
Langdon, 
Linden, 
Lyalta, 
Norfolk, 
Rockyford, 
Rosebud, 
Standard, 
Strathmore, 
Swalwell, 
Three Hills, 
Torrington, 
Trochu, 
West Carseland, 
Wimborne, 

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