Events & Professional Development Calendar

Calgary Branch PD Evening | Unlocking the Value of Your Entrepreneurship

03 Apr 2024
Register by March 27, 2024

In the next decade, 76 per cent of Canadian business owners will be getting ready to step back from their ventures, and a whopping 800,000 small businesses are at the forefront of this change. These owners, driven by the goal of securing their retirement and lifestyle, have around $1.2 trillion tied up in their businesses, but accessing this wealth may be a tough nut to crack. With fewer than 1 in 10 business owners successfully selling their companies, their retirements are in jeopardy, highlighting the need for proactive steps to protect this massive wealth pool.

The reality check is this: less than 10% per cent of business owners have a solid exit plan. The imminent influx of businesses entering the market for sale makes the situation even more critical, turning the process of extracting value from a business into a major challenge.

Cut to the chase: this presentation lays out the facts for Canadian engineers focused on their own businesses. It gives a clear picture of the risks hovering over business owners and breaks down what makes a business truly sellable. Forget the fluff—we're diving into the nitty-gritty of buyer expectations and the essential elements for a business to be attractive on the market. Attendees will walk away with key insights crucial for steering their enterprises towards a successful future.

In the midst of these unprecedented business transitions, consider this presentation your practical guide, steering you through the intricacies of preparation and execution. It's not just about safeguarding your wealth—it's about unlocking the full potential of your entrepreneurial legacy. Time to get down to business. 

For any questions about this event, please contact [email protected].

About the Presenters

Robert Welke, CEPA, B.Com., is an experienced business leader with the ability to respond to change, starting, accelerating, and selling several businesses over the past 30 years in challenging environments. He has acted in senior management roles, making an immediate impact in all functional areas. Robert has a B.Com. in finance from the University of British Columbia, holds certificates in change management, leadership and strategic planning, and is a certified exit planning adviser. Robert has started five companies over the past 35 years in the environmental, financial services, and oil and gas service sectors, and has sold three.

As a result of his own experiences as a business owner, Robert learned the value of being ready for an exit. His current mission is to assist the owners of private businesses in accelerating value and preparing for their exit from their businesses. As many business owners move towards retirement over the next five to 10 years, they will be faced with some tough decisions on when and how to exit. Helping business owners exit successfully from their business will ensure continued employment for their staff and family, and will assure business and community sustainability into the future.

Brad Gaulin, P.Eng., MBA, CEPA, is a serial entrepreneur and business-growth-transformation coach who has been growing organizations for more than 15 years as a team coach, and for more than 40 years as a professional, executive, and entrepreneur. Brad specializes in growth transformation and value acceleration using environment, social, and governance (ESG) to future-proof companies.

He empowers owners and their teams to transition on their terms. He does this by combining a proven agile growth-transformation-process with an ESG-conscious business philosophy. Clients leverage his extensive experience in strategy, innovation, growth marketing, organizational design, operational excellence, team building, leadership, and cultural transformation. He honed these skills in the upstream energy sector, engineering, construction, pipelining, industrial products and services, Internet of Things automation, innovation, and web technology. 

  • Where:
    APEGA Calgary Office
    Windsor Conference Centre
    Bow Valley Square 2
    Suite 3700 205 5th Ave SW
    Calgary, AB T2P 2V7
  • Speaker:
    Robert Welke, CEPA, B.Com.; Brad Gaulin, P.Eng., MBA, CEPA
  • Cost:

    $30 Members

    $40 Non-Members

    $25 Students

    A light dinner will be served
  • Eligible CPD Hours:
  • Registration Deadline:
    March 27, 2024