succession

planning

about

The Succession Planning Project was created to address the need for succession planning education and resources within our rural entrepreneurial communities. Many business owners in Alberta's rural areas are looking to transition out of their businesses in the foreseeable future and we want to ensure that they have the knowledge and tools to do so as successfully as possible. With this project we are also endeavoring to reduce the number of businesses just shutting down, as that has a detrimental impact on small rural towns. 

 

Our vendors

 
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Members who want to match with business buyers and/or sellers can create a listing and pay an annual fee or input a coupon code obtained through special programming. Our matching algorithm will then look for profile commonality and send connections requests to buyers and sellers based on member information.

 
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The Alberta Business Family Institute recognizes the vital impact of family enterprise on our economy, as well as the specialized needs of this unique entity. ABFI is committed to improving the statistics through the provision of essential tools, guidance and knowledge in such areas as:

  • succession and estate planning

  • corporate governance

  • leadership development

  • conflict resolution

  • and more

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  • Focus on the Business Circle
    Eventbrite
    Feb. 03, 10:00 a.m. – 12:00 p.m.
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  • Focus on the Ownership Circle
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    Feb. 17, 10:00 a.m. – 12:00 p.m.
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  • Communication and Conflict Management for the Family Enterprise
    Communication and Conflict Management for the Family Enterprise
    Eventbrite
    Feb. 24, 10:00 a.m. – 12:00 p.m.
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  • Establishing a Family Council and Developing a Family Constitution
    Establishing a Family Council and Developing a Family Constitution
    Eventbrite
    Mar. 03, 10:00 a.m. – 12:00 p.m.
    Eventbrite
  • Establishing an Advisory Board
    Eventbrite
    Mar. 17, 10:00 a.m. – 12:00 p.m.
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  • Establishing an Ownership Council and Policies
    Eventbrite
    Mar. 31, 10:00 a.m. – 12:00 p.m.
    Eventbrite
 
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Selling Your Business or Seeking an Acquisition can be a life altering event. The preparation for either venture requires careful selection of the people you will work with and a clear understanding of the process.

 Our team works collectively to ensure you are equipped to move through each phase of your exit or acquisition with ease.

COMMERCIAL VENTURES specializes in Small Business Exit Planning & Transaction Services.

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  • Part 2: Going to Market
    Eventbrite
    Jan. 04, 7:00 a.m. – Jan. 27, 11:00 p.m.
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  • Part 2B: Selling to Who I Know
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    Jan. 06, 7:00 a.m. – Jan. 27, 11:00 p.m.
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  • Part 1: Exiting Your Business
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    Feb. 15, 7:00 a.m. – Feb. 24, 11:00 p.m.
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  • Part 1: Exiting Your Business
    Eventbrite
    Mar. 07, 7:00 a.m. – Mar. 28, 11:00 p.m.
    Eventbrite
  • Part 2A: Going to Market
    Eventbrite
    Mar. 08, 7:00 p.m. – Mar. 29, 11:00 p.m.
    Eventbrite

Coaching

 

Coaching with Cheryl Dyck!

Cheryl knows first-hand what it takes to start and run a successful business, having helped lead numerous businesses from chaos to efficient, profitable enterprises. She teaches business owners how to master life and personal development, leading to greater business success. With over 35 years of experience in Funding and Cash Management, IT, Marketing, Operations, Management, Strategic Planning, Succession Planning, Team Development, Security & Forensics, Training, Quality & Process Improvements, Commercial Property Management, Energy Sectors, and Information & Technology. She has extensive experience helping business owners transition out of a business, either selling to new ownership or training others in the company to run it and using the business as a retirement plan.

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Meet Shauna Feth!

Highly experienced in effectively promoting, educating, and supporting outreach programs for entrepreneurs and business families, Shauna Feth was born into a third-generation business family who has started several of her own successful ventures. Shauna is currently Executive Director of Succession Planning Project partner, Alberta Business Family Institute at the University of Alberta School of Business and is a designated Family Enterprise Advisor™.

Work with Neil Gerritsen!

As the Principal & Intermediary for Alberta Business Sales, as well as President & CEO of Commercial Ventures- an exit planning/consulting firm with a mandate to work with clients to facilitate transferring ownership of their business, Neil Gerritsen, has a wealth of knowledge and over 35 years of business expertise. Neil brings specialized financial knowledge in buying and selling of businesses up to $10,000,000, as well as Franchise Sales & Franchise Development with a passion for “collaborating to meet your goals”.

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Lethbridge Region

Alberta Southwest

Central Alberta

East Parkland

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