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Upcoming Events

New Tecumseth Mayor’s Breakfast: Business Transitions
Join us for an informative discussion about the importance of establishing your exit strategy.
- Highlight the reasons business owners should have a succession plan
- Review the 5 steps toward transitioning a business or farm
- Highlight available resources in the area
Location: 63 Tupper St. W., Alliston, Ontario
Date and time: June 13, 7:30 am 
Duration: 1.5 hours
Presenter: Meg Ronson, Director of Partnerships, SuccessionMatching
Open to all business owners and community stakeholders
Cost: $20
To register, please email or call (705) 435-3900 ext. 1249

Futurpreneur Canada’s Expert Exchange: E-Commerce Webinar
Presenter: Alison Anderson, Founder & CEO, SuccessionMatching
Futurpreneur’s digital Expert Exchange connects business owners looking to grow with strategic planning experts in sales and marketing. Through a series of web-based discussions, entrepreneurs can consult experts one-on-one, as well as their peers experiencing similar challenges, and gain input toward building an action plan.
- Share the experience of running an online business for over 7 years.
- Explain how e-commerce is used in the context of
- Answer questions of participants.
Date and time: June 21, 1-3pm EST

Canadian Credit Union Association Virtual 2018 Conferences
As part of an online professional development and education conference, Alison will join the Canadian Credit Union Association to speak to their lenders and leaders who want to gain a better understanding of succession planning. Alison has worked with thousands of farm and business buyers and sellers and analyzed the metadata provided by to identify common pain points that buyers and sellers encounter throughout the transition process. She will share some strategies and resources available that can help CCUA members implement a succession plan and a successful business or farm transition. The dates and times for these sessions are:

June 21 @ 4:00 – 5:00 pm ET (Commercial audience)
Nov 22 @ 4:00 – 5:00 pm ET (Ag audience)
Nov 28 @ 1:00 – 2:00 pm ET (Commercial audience)

This is for Credit Union Employees only and they can register through the CCUA Cusource.

Are you looking to sell your business or farm in the next ten years?
SuccessionMatching Community Project (SMCP) Fall Webinar Series
October 3rd to November 23rd, 2018
Industry experts from across North America will be joining us to share their knowledge on everything from Chartered Business Valuations to HR issues, before, during, and after the transition.
Participants who attend live are encouraged to ask any questions they may have regarding their transition plan and can access this webinar series from the privacy of their home or business.

Session 1 - Writing a Succession Plan
Session 2 - Family Transitions
Session 3 - Employee Share Ownership Programs
Session 4 - Third Party Sales
Session 5 - Emotional Readiness for Change
Session 6 - Mentorship
Session 7 - Human Resource issues before, during and after transitions
Session 8 - Marketing
Session 9 - The Importance of a Chartered Business Valuation
Session 10 - Tax Planning
Session 11 - Insurance Strategies
Session 12 - Legal Considerations
Session 13 - Financial Planning for Retirement
Session 14 - Financing for Buying a Business
Session 15 - Finding Financing for a Farm

For more information or to register, please Contact Us.