A Series of Knowledge Based Webinars from SB Partners

“Preparing Your Business for Sale: Understanding the Sales Process” is a webinar that will help you understand the sales process and how to strategically increase value in your business while avoiding common misconceptions.

This webinar will include:

1. The value of starting the process early!
2. Key value drivers

Join Robert John Gergely, Senior Manager of Valuations at SB Partners, as he explores how to prepare your business for an acquisition or sale, including ways to maximize the value. This webinar suits business owners who are considering selling their business now or in the next 5 to 10 years!

Keynote Speaker:

Robert John Gergely

Robert John is a Senior Manager in the Valuations Department with SB Partners, with over 12 years of experience in professional accounting and advisory services. His primary focus, since 2016, is providing business valuation, mergers and acquisitions, and litigation support services to private companies, non-profit organizations, law firms, and individuals. Robert John assists clients in completing insightful and informed business decisions through the development and review of robust, dynamic, and user-friendly financial models.

Robert John’s valuation experience spans a diverse group of industries and sectors including, but not limited to; Automotive, Wholesalers, Professional Practices, Contractors, and other specialized service providers.”

This is a webinar that will help you understand the types of businesses and how each would align with your goals. From the difference between a Proprietorship, a Partnership, and a Corporation, to Tax Efficiencies, such as income splitting and capital gains exemption, this webinar will help new and potential business owners structure their businesses in the most effective way.

This webinar will include in-depth coverage of:

1. The 3 Forms of Business
2. Personal Services Business
3. Tax Efficiencies and Other Considerations

Join Deborah Andrews, Principal of A&A at SB Partners, as she explores how the structure of a business can affect its financial health today and in the future. Deborah will cover topics including the most common methods of ownership, where and how Personal Services Business exists, and other considerations for starting a business in Canada. This webinar is suitable for those who are considering starting a business or recent start-ups.

Keynote Speaker:

Deborah Andrews

Deborah holds a Honours Bachelor of Accounting from Brock University. Upon completion of her degree, she worked for a national accounting firm for 15 years where she performed audits for public entities, private entities and not-for-profit organizations. Since joining SB Partners, Deborah works with owner-managed businesses and not-for-profit organizations. With a strong background auditing not-for-profit organizations, Deborah helps clients find efficiencies and provide them with accurate information from which they can make strategic decisions. Her industry experience includes retail, manufacturing and distribution, logistics and not‐for‐profit organizations.