Loading Events

« All Events

NextGen Knowledge Sharing: Funding Options to Buy Shares and Make Acquisitions

July 14 @ 3:00 pm - 4:30 pm EDT

Come out and learn about all the options there are available to you and how to access them when you are looking to do ownership succession and/or company growth as you move through being a NextGen into being a Now Gen! Hear from FEAs Dan Brintnell, Managing Director at Overbay Capital Partners and Jeff Noble, Director, Business and Wealth Transition Private Client Services at BDO, as they share their knowledge, expertise, and experience with you to ensure you are looking at all your options in this succession and making the best choice for you, your family, your business and your future goals!

Event Details

When

()

Where

Online via Zoom. Please note the link will be provided to you in advance

Host

Justine Zavitz,
Zavitz Insurance

Contact

Please Note: This event is only for current NextGen Family Enterprise Canada Family Members

Special Guests

Jeff Noble__Head Shot
Jeff Noble CMC, FEA
Director, Business and Wealth Transition
Private Client Services

Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.

dan_brintnell_-160_LI
Dan Brintnell, FEA
Managing Director
Overbay Capital Partners

Dan is responsible for client relationships across all Overbay Capital Partners investor channels, matching client objectives with private market solutions and service. Clients include pension plans, foundations, endowments, asset managers, family offices, business owners, HNW individuals and their professional advisors.

Dan’s has firsthand experience transitioning their family-owned business to the next generation and then involve third parties, including the benefits and complexities.

Details

Date:
July 14
Time:
3:00 pm - 4:30 pm EDT
Event Category:
Event Tags:
, , , , , , ,
Website:
https://access.familyenterprise.ca/events/register.aspx?id=1617326