9th Exit Strategies workshop - Tuesday Sept 16 in Vancouver

Do you have a written Exit Strategy or Succession Plan of when, who and how much?

Investors should ask for it, your Partners must agree and your Family should know.

Topics include:

Why every company needs an exit strategy

The optimum Exit Process and Your Team

Timing – Don’t ride it over the top

    Legal and Tax considerations

Types of active buyers today - Succession

Use Financing to maximize Exit Value

Value your company for Exit + case study

Actual Case Studies by at least 1 Vendor

Why attend? Investors and Companies need an exit strategy plan before partnering with each other or while building the Company and preparing for sale well before any offer is received. Previous attendees have came from California, Ohio, Ontario, Idaho, Alberta and Washington; shouldn’t you come?  The 2013-14 workshops in Victoria, Vancouver and Kelowna were full, a week before the workshop date. Direct registration at http://bit.ly/ExitReg

Who should attendThis full day workshop is primarily designed for owners, founders and investors in growth technology companies with existing or potential revenues of $1+ million. Newer investors or entrepreneurs are also encouraged to attend as well as those more experienced wanting a refresher. They want to learn about selling growth technology firms. Late registration ends Sept 15 at 6 pm - only 2 seats left

  • Business  Owners, Founders and Investors (know how and when your investment will payoff), 
  • CEOs and CFOs (the wrong exit strategy may scare off investors and current investors will want some return of capital. 

Excellent Exit Education even for experienced Investors.  Thomas Ahn, Angel Investor, Victoria

Exit Strategies is a  focused, information-rich workshop with much expertise, experience and I.Q. in one place at one time. Worth every cent and more.  Matt Maxwell, PhD, CEO Aim Language Learning

The Exit Strategies workshop was a very well-run seminar with a substantial amount of information that was presented and keeping things on schedule was no small feat.  Kevin Earle Burns, CA  nPower Dynamics 

The workshop was a compliment to the intelligence of the participants; in that, it  progressively provided a practical and comprehensive tool kit for an Exit strategy. Garth Froese, CEO, PacificEast, Abbotsford

We have been talking to lots of people whose info was pretty standard. This workshop was exactly the info we needed at exactly the time we need it. The info was up to the minute.  Gay Ludlow, Triad, Vancouver

When: Tuesday September 16, 2014, 7:30 am (check-in) to 5:30 pm.  It is an 8 hour serious workshop (not 3 hour half day overview).  Register directly here now   Click here to be notified of future workshops.    

Where:
 at SFU Harbour Centre, 7th floor, Room 7000, 515 West Hastings St, Vancouver, BC 

Content & Speakers: click here for detailed agenda (subject to change): This workshop is designed to be highly interactive for all attendees in a confidential protected environment (no solicitations). The format will be a blend of presentations, 3 panels, A real case example by local entrepreneur, with lots of time for Q&A and networking. It is an 8 hour serious workshop (not a 1 hour overview) with a 180+ page workbook.

The workshop was excellent said 86% of the responses from 2013 workshop and another 14% said it was good.  

Some comments from previous workshop:
  • Fantastic workshop – an absolute must for anyone considering an exit …
  • A great workshop particularly for CEOs …..My whole management team should have been here.
  • If you are thinking of selling, attend this to learn what questions to ask.. 
  • Great seminar and a “must” attend – valuable info and good networking
  • Very valuable & explicit / specifically guiding / great format
  • Great idea to attend – plan for an exit from the start  

Lead Sponsor:



Workshop leader: 
Basil Peters: http://www.BasilPeters.com/ - Dr. Peters has been a CEO in Vancouver and Silicon Valley. The company he founded in grad school, Nexus Engineering, grew to be the second largest manufacturer of cable television headends in the world. Since Nexus was sold, Basil has founded, and run portfolios for a hedge fund, venture capital fund and angel fund. He is passionate about entrepreneurship and believes the world would be a better place if more young people decided to be entrepreneurs. Basil has received the Entrepreneur of the Year, Canada Awards Silver Medal in Entrepreneurship, BC Science and Engineering Gold Medal and Business Leader of the Year awards.


"Seminar design was very good. Fast Moving. Topic sequence was good and comprehensive. Held audience attention well. Length of each presentation was nicely short. Presenters stuck to their allotted times well."   Adrian Palmer, Investor and Director, Vancouver

 

Other speakers:  tba 


Organizer: Bob Chaworth-Musters has an extensive background in corporate and international finance plus investment management in Vancouver, Middle East and London, England. In 1997, he started the ANGEL Forum, one of the largest & oldest angel groups in Canada and he is a Founding 100 Member of Canada's National Angel Organization. At the Angel Forum, usually ~18+ pre-screened companies seeking equity funding up to $1 million, deliver "live" presentations to 50+ pre-screened investors. Since 1998, it has offered Investor Ready™ workshops for entrepreneurs and investors.

 

Networking: All attendees are asked to stand-up and introduce themselves in 20 seconds (suggested content could include the name of a company that you are an investor in or founder of and a one key Exit issue you want to learn about). This is great for networking among attendees.

"A very great seminar and one of the main reasons was I didn't get bored because the speakers kept changing and the pace kept us all entertained." Jayne Seagrave, CEO, Vancouver Tool Company.

Handout Materials: Basil Peter's book (softcover or ebook): Early Exits: Exit Strategies for Angel Investors and Entrepreneurs is included in your registration fee. A 180+ page workbook of the presentations and resource materials will be provided at check-in to aid in your note taking at the workshop. For privacy reasons, attendee information will not be available except to Sponsors.

Professional Development: This workshop from 8am to 5pm, usually is accepted for PD credits with professional associations. Let us know if it is not accepted.


Bring an Associate: If you register a second person on your registration, their cost is reduced by 10%. 


Silver Sponsors:

    tba

 

    

   

             

What is the Cost to Attend?  This is an 8 hour serious workshop (not a 1 hour overview) with a 180+ page Workbook. Space is limited and is on a first come paid basis. The registration fee for this full-day, all-inclusive workshop includes the Early Exits book, the Workbook, coffee and muffins at check-in, mid morning coffee; sandwich lunch in the workshop room and mid afternoon refreshments. At the 2012 workshop in Vancouver, 7% of attendees thought the workshop fee (average of $325) was a bargain, 93% thought it was fair and nobody thought it was expensive. 7% Provincial Sales Tax (PST) does not apply as the workshop is not a tangible property.

Registration Fee - per

person Tax deductible plus

5% GST, payable by Visa or

MasterCard (not Amex)  




Last 20 Registrations


 

Investor or  Entrepreneur

 



$345

 

Bring a friend on same

registration for 10% less



$310


Registration: direct registration (click here) - please do not log out until you have paid by credit card. 


Amend
your existing registration?  

 - Use the User ID & Password emailed from system-mail@confmanager.com after you registered to log in here,
 - then use Workshop page link on the top row to return to this page to click here and amend your registration.

 

Any problems? email us bob at angelforum.org  

 

Important to Workshop Attendees:

  • Bring a friend - For extra people on the same registration, get 10% off their registration. 
  • Seating is limited and is on a first completed registration basis. There is no on-site registration.
  • Only VISA and MasterCard (no Amex or Cheques) credit cards are accepted to reserve a seat.
  • If payment is not completed online within 24 hours, a seat will not be reserved. 
  • No refund or credit within 60 days of the event date, but another person may attend in your place.
  • Registrants who fail to attend will not receive a refund or credit.
  • A workbook of the PowerPoint presentations and Articles is included for note taking 
  • Coffee/tea available early and mid morning with cold drinks at mid afternoon. Sandwich Lunch is included 
  • Your payment will be receipted immediately via e-mail from system-mail@confmanager.com.  
  • You will receive by e-mail further details approx. 1 week before the Workshop date.

Site updated June 13, 2014