Are you considering selling or expanding your business?
If so, don’t miss this rare opportunity to hear directly from the Colbourne Group!
In this informative presentation, we will deep dive into the following topics:
- Source potential buyers or acquisition targets for your business
- Conduct due diligence, company valuation and negotiations
- Make informed decisions on expansion, restructuring and succession planning
- Secure expansion financing or alternative funding sources
- Structuring your group benefits and retirement plans
Â
If you would like to learn valuable financial planning strategies for your business, this is a must attend event for you, your partners and colleagues. Although the event is complimentary, space is limited and registration is required.
Â
Featuring Guest Speakers:
David Turnbull – The Head of IG Wealth Management’s brand-new Private Company Advisory division
PKF Antares – A firm of Chartered Professional Accountants with offices Canada wide
David is Senior Vice President, Head of IG Private Company Advisory, leading the team that provides mid-market business clients with strategic advice and services related to business financing, growth and succession. He brings over 27 years’ experience in investment banking and capital markets. Before joining IG in 2023, David led the private company advisory business at a leading Canadian financial institution.
David is a Chartered Financial Analyst and has a Master of Business Administration degree from the Richard Ivey School of Business at Western University. Additionally, he teaches mergers, acquisitions and business strategy part time at the Ivey Business School. David is based out of London, Ontario.
As the primary Consultant at the practice, Jeff is personally invested in the financial success of each client. He is an excellent conversationalist and engages in genuine connections with clients, enabling him to personalize planning goals. Coming from humble beginnings in a small town in Newfoundland, Jeff has had many ventures before finding his passion in personal financial planning. Jeff understands the value of a hard-earned dollar, which is why you can trust him to protect and grow your portfolio. As a former journalist and published author, Jeff will get to know your story and personalize your plan and build your potential.
While he and his wife Sara are both very career-oriented, they are also extremely family-focused, cherishing as much time as possible with their three children and two grandchildren.
Erkin possesses over 20 years of experience conducting Advisory and Audit services for large multinational corporations, government entities and Global institutions. Having worked previously with Big 4 firm internationally, he has led various Audits for global Energy & Mining, World Bank, IFC, United Nations,ADB, TASIC (EU), EBRD, Global Fund in Eastern Europe, Canada and Central Asia. He was managing projects on capital markets in Eastern Europe and Canada (IPO, RTO, Securitization, Debts).
He holds a Master's degree in International Finance and Accounting from University of Glasgow, UK. He is also CPA of New Hampshire.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
We are committed to keeping personal information confidential. The information collected may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
Express Consent: By providing my telephone number and/or email address below, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management.
Views of guest speakers may not be shared by IG Wealth Management.
