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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.

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.

Roland Chan

CEO, FindBob

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. 

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.

Billy-Joe McInnis

National Sales Director, Business and Insurance Lending at Manulife Bank

Pierre Sauve

Director, Originations at CWB Maxium Financial

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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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