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Spring 2016 Newsletter

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Connections & Solutions

I t has been a very busy spring for the Business Transition Alliance. 

In this issue of  "Connections & Solutions"  you'll find highlights from a marketing and networking session we hosted for business owners and our associates, as well as a transition workshop we put on for the Ontario Motor Coach Association and the Ontario School Bus Association at the Ontario Transportation Expo. You'll also read about two special events that are coming up in June. 

Our mandate at the Business Transition Alliance is to make owners' lives better  by helping them transition their business successfully - financially and emotionally.
As always we are interested in your thoughts and comments. 

The Radical Sales Shift

On April 5th we held a special presentation for business owners who want to "Reinvent Their Revenue Engine!" 
With our partner Lisa Shepherd we discussed:
  • How buyers have taken control of the purchasing process
  • Why buying decisions aren't made the way they were 10 years ago
  • What this means to the value of your business
A full house on April 5th

Guest presenter Lisa Shepherd  has been working with B2B companies for over 15 years and is the author of "The Radical Sales Shift".

Driving Value

On April 25th we were invited to present a Business Transition workshop for owners at the Ontario Transportation Expo 

"Value Drivers are Rooted in Organizational Routines"

As business owners begin the inevitable process of transitioning their business.... whether that means selling the business outright, handing it off to family members or perhaps just stepping back and providing a guiding hand....they ultimately have to come to terms with what truly drives the value of their business.

John Hotson is a founding partner of the Business Transition Alliance

Three Tips When Transitioning Your Business
  • Ensure that the shares of your company qualify for the lifetime capital gains exemption (LCGE). 
  • If you expect the value of the business to increase, consider reorganizing the company.
  • When you sell your business, consider donating some proceeds to a registered charity.


George Sousa, CFP, CIM, FMA is a Vice President and Investment Advisor, Sousa Wealth Planning of RBC Dominion Securities.

Two Special Events Coming up in June

"Staging" Your Business for Sale

June 9th:
Burlington Golf and Country Club

George Sousa - Sousa Wealth Management of RBC Dominion

Find out:
> What the market is for your   business
> How to position the next owner for success
> What drives the value of your business

(For Invitation Click here)                                           

Your Succession: 
> What's Important to You? 
> What is Your Plan? 
> Are You Maximizing It?

June 2nd:
330 University Ave.
Canada Life Building

Elke Rubach: President - Rubach & Associates

Find out:
> Who your succession plan affects
> How to save the money built up in your business
> How to build up the value
before you sell

Comments from previous event attendees:

"Given the outstanding caliber of the attendees, it was great to hear  the different perspectives of all those present"

"There were some really smart people there"

"I was able to meet some interesting people who I intend to follow up with"
"I wish it was longer, and can't wait for the next one"

Thank you for taking to the time to review our newsletter. We hope that you found some concepts of value to you. 
If you have any comments or suggestions for future articles please let us know
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