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Submitted by Victoria on July 5, 2021 - 3:41pm
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PDF version In just a few days, we'll be joined by Roland Chan, CEO of FindBob, as he takes a deep dive into the ins and outs of buying and selling a practice. |
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| Workshop #1: The Seller's Perspective Wednesday July 7, 2021 | 12 p.m ET – 1 p.m. ET |
Establishing goals and developing a selling strategy are the essential first steps in finding a suitable buyer for your practice. In this session, Roland Chan will share initial things to consider when prior contemplating a sale, first steps in going to market, how to test the waters, and how you can put this knowledge into action on Coming Up Next, IFB’s exclusive member benefit. |
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Workshop #2: The Buyer's Perspective Wednesday July 14, 2021 | 12 p.m. ET – 1 p.m. ET | As a prospective buyer you’ll need to determine what kind of practice would make the best purchase and how much you’re willing to spend to achieve your acquisition goals. In this session, Roland Chan will help you define your acquisition framework where it’s centered around ROI, practice synergies, increasing your overall capacity or growing market share. |
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Workshop #3: The Current Market Wednesday July 21, 2021 | 12 p.m ET – 1 p.m. ET We’ll examine the current market for buying and selling insurance & financial service businesses, valuation and succession trends. We’ll be joined by experts in the banking sector, Billy-Joe McInnis & Pierre Sauve, to help provide answers to the industry’s most frequently asked questions. |
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| Billy-Joe McInnis National Sales Director, Business and Insurance Lending at Manulife Bank |
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| Pierre Sauve Director, Originations at CWB Maxium Financial |
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Workshop #4: The Business Broker's Perspective Wednesday July 28, 2021 |12 p.m. – 1 p.m. Eastern time | Hear from a recognized business broker who specializes in guiding insurance and financial service professionals through the M&A process. This retrospective will include case studies where audience members will learn what to start, stop and continue doing when it comes to preparing for acquisition or succession. In this session, Roland will be joined by Jerry Butler of Queenston Consulting, and expert on valuations, transitions and mergers and acquisitions. |
| Jerry Butler President, Queenston Consulting |
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Connect with other attendees | Visit the Buying and Selling a Practice event page on LinkedIn and let us know you're attending. Stay informed on event updates, invite your network and connect with other attendees! |
4 hours for Life License AAC: 4 hours Life, 4 hours General RIBO: 2 hours Personal Skills, 2 hours Management FP Canada: 4 hours Practice Management | Cost to attend: $69 IFB members | $119 all others Prices include all four workshops |
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