Strategic Forums

Business transfers and takeovers

Take action for the future of Greater Montréal businesses In-person events The activity will be held in French. Friday, December 6, 2024 from 7 a.m. to 3 p.m.

Registration deadline: December 3, 2024

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Join us on December 6 for an in-person forum, where you’ll get expert advice and the tools you need. You’ll also have the opportunity to gain deeper insight into the challenges and issues involved in business transfers and takeovers.

Transferring or taking over a company is more than just a transaction. It’s an opportunity to preserve knowledge and expertise, generate new jobs and boost the local economy.

Strategic support and a collaborative approach are essential for a successful business transfer. Presentations, discussions, specialist-led workshops and inspiring testimonials will help you plan your business transfer with complete peace of mind.

Presentations
From 8 a.m. to 12 p.m.

Attend our morning presentations and explore the challenges of business transfers and takeovers in Greater Montréal. Learn about the current market outlook, the transfer and takeover process, and get inspired by real-life examples presented by experts and entrepreneurs. This is a unique opportunity to deepen your knowledge and seize the challenges and opportunities that await.

Exhibition and networking areas
All day

Talk to experts in business transfers and takeovers, who will introduce you to tools and services and give you advice to support you in your project. This area is also a great place to network with other players in the ecosystem, and share experiences with driven professionals.

Expert sessions
From 1:30 p.m. to 3 p.m.

Take part in hands-on workshops led by professionals who are experienced in business transfers and takeovers. These customized sessions address specific topics based on the needs of participants, giving you an opportunity to talk to experts who can support you in your transfer or takeover.

Some 10 years ago, in June 2014, the Chamber published a study on transferring businesses to the next generation, which was already seen as crucial for the Quebec economy and the long-term survival of businesses.

Despite initiatives in place to encourage these transfers, a lack of entrepreneurs willing to take businesses over could lead to a number of business closures, resulting in a significant loss of jobs, knowledge and expertise.

Such a situation could reduce the amount of wealth created in Quebec, thereby hindering its economic vitality. It’s therefore imperative to promote business takeovers and support both transferring entrepreneurs and takeover entrepreneurs.

Although business ownership offers a host of advantages to entrepreneurs, transferring a business is a complex process that requires customized support. That’s why it’s important to put in place the right tools and programs to help transferring entrepreneurs and takeover entrepreneurs.

Access to financing, resources, training in succession management and legal advice are essential elements in simplifying the process for the entrepreneurs concerned.

Why participate?

Unpack business transfers and takeovers.
Explore common challenges in the business transfer process and discover solutions for overcoming them.
Draw inspiration from real-life examples of business transfers and takeovers.
Meet specialists who will guide you through the business transfer process, and discover the tools and resources available to you.
Understand the importance of a collaborative approach for a successful business transfer.
Take advantage of networking opportunities with transferring entrepreneurs, takeover entrepreneurs and business transfer specialists, to forge connections that could give new impetus to your project.

Who this forum is for:

Business owners and takeover entrepreneurs
Takeover entrepreneurs
Financial institutions and banks
Investors
SMEs and large businesses
Business transfer specialists (lawyers, accountants, human resources employees, etc.)

Our program:

7 to 8 a.m. – Welcome: Breakfast and networking

8 a.m. – Opening remarks

Introduction

Michel Leblanc President and CEO
Chamber of Commerce of Metropolitan Montreal

BLOCK 1

BLOCK
1

Business takeovers in Greater Montréal: Current situation and future prospects

Business takeovers in Greater Montréal represent a fundamental pillar of our economy. To fully explore the opportunities and challenges they present, join us for an in-depth look at the current trends and issues in this rapidly evolving practice.

The business takeover decade

Find out about trends in business takeovers in the last 10 years and explore prospects for the next decade, while gaining insight about their key role in Quebec’s economy and the vitality of Greater Montréal.

Alexandre Ollive President and CEO
Centre de transfert d’entreprise du Québec – CTEQ

Michel Leblanc President and CEO
Chamber of Commerce of Metropolitan Montreal

Unpacking and promoting family business takeovers

Learn about the importance of family business takeovers as the preferred approach, while exploring their impact on innovation, the transfer of human capital and the long-term survival of businesses.

Catherine S Beaucage Director, Transfer and Outreach
Familles en affaires – HEC Montréal
Luis Cisneros Scientific Director, Familles en affaires – HEC Montréal and Professor, Department of Entrepreneurship and Innovation
Familles en affaires – HEC Montréal

Business takeovers in action: Two paths, two perspectives

Follow the journeys of two entrepreneurs taking over a business. They will share their experiences, challenges and opportunities throughout the takeover process, offering real-life insight into the realities of business takeovers.

Étienne Lamy Co-CEO
GIR inc.
Maxime St-Jean Président directeur général
Santinel

BLOCK 2

BLOCK
2

Ensuring the success of your business transfer: A collaborative approach and strategic support

Transferring a business is an ambitious undertaking, requiring meticulous preparation and raising numerous legal, tax, social and strategic issues. To ensure the success of such an endeavour, transferring entrepreneurs and takeover entrepreneurs can call on a diversified network of experts to support them every step of the way.

Financing, accounting and taxation: Business transfer musts

Explore financing options, tailored solutions for different transfer entrepreneur profiles, and tax and estate planning to optimize business transfers. In addition, learn about strategies to ensure the long-term stability and growth of your business.

Pierre Bertrand Director, Business transfers
National Bank
Martin Houle Directeur Général, Vente, Acquisition et Financement d’Entreprises
PWC
Jean-Francois Thuot, FCPA, M.Fisc Associé, Services fiscaux
PWC

Coaching programs: Business transfers and takeovers

Join us for an in-depth discussion of coaching programs dedicated to businesses in the transfer or takeover phase.

Dany Pelletier Senior Vice-President - Private Equity and Impact Investments
Fonds de solidarité FTQ
Repreneur

Beyond numbers: The importance of people in the transfer process

Discover the central role of people in the business transfer process. Learn how to preserve organizational culture, incorporate your vision while respecting a business’s existing identity and manage change effectively. Explore best practices for integrating teams, building strong leadership, ensuring a smooth transition and attracting new talent.

BLOCK 3

BLOCK
3

Changing hands: Inspiring stories of successful transfers

Business transfers can take many forms: whether it's a family business transfer, an employee buyout or the arrival of an outside investor, each process is unique. Hear inspiring testimonials reflecting the diversity of transfer strategies and the key factors in their success.

Women entrepreneurship and family business takeovers

Join this panel to discuss the specific challenges faced by women in taking over a family business, and draw inspiration from their visions as women business leaders.

Elise Tastet Founder and President
Tastet
Elisabeth Abbatiello Partner and Vice President, Communications and Outreach
Abbatiello Group (Pizza Salvatoré)

Joining forces for success: The potential of the collective model in business takeovers

Explore the benefits of collective takeovers, from participatory governance and talent management to tax incentives and risk sharing, with the aim of fostering economic inclusion and succeeding together.

11:55 a.m. – Conclusion of the morning session

12 p.m. – 1:30 p.m. – Lunch and networking

1:30 p.m.: Start of expert-led sessions

Session No. 1: Presented by National Bank

Session No. 2: Presented by the CTEQ

Session No. 3: Presented by the Fonds de solidarité FTQ

3 p.m.: End of the event

	Members	Non members
GENERAL ADMISSION	GENERAL ADMISSION $380 *	$480 *
Preferential rate for SME, startups and non-profit organizations at all times – 15%	Preferential rate for SME, startups and non-profit organizations at all times – 15% $325 *	$410 *

By phone:

514 871-4001

For more information

Camille De La Vega
Special Projects Manager
514-669-6701
cdelavega@ccmm.ca

Registration deadline: December 03, 2024

No cancellations or refunds as of 48 business hours before the event. Participant substitutions are accepted until the event is held. Please send cancellation notices by email at reservations@ccmm.ca.

HEC Montréal - Édifice Hélène-Desmarais

501 Rue De la Gauchetière O
Montréal, QC
H2Z 1Z5

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Description	Members	Non Members	Qty	Amount
GENERAL ADMISSION	$380.00 †	$480.00 †		$0.00 *
Preferential rate for SME, startups and non-profit organizations at all times – 15%	$325.00 †	$410.00 †		$0.00 *

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