Succession Planning

Succession Planning for your Business

We are pleased to offer training opportunties for business owners learning how to exit thier business - inclduing a specialized series for family businesses.  We have partnered with three content providers to offer a comphrehensive selection of courses and workshops to fit your planning needs.  Please see below a list of mutliple session programs and shorter workshops - all free of charge.

Click here to learn more about our content providers (Alberta Family Business Insitute, Commercial Ventures and Succession Matching) and what sessions would be right for you.


Mutiple Session Programs

Exit Planning (16 week masterclass)
Provider:  Commercial Ventures

This program will enable participants to gain clarity on the journey toward a sale and learn how to prepare themselves and their business to be operated by a successor.  Participants will complete the masterclass with an exit plan and clear direction on next steps.

Course Modules:

  • Understanding Business Valuation
  • Personal Readiness & Future Planning
  • Business Readiness in the Eyes of a Buyer (with Exit Options Analysis)
  • Timelines and Scenario Planning

Fall 2020 Schedule

All sessions are hosted online from 9:30 AM – 11:30 AM

  • Modules:  Sept. 17, Oct 15, Nov 12, Dec 10
  • Q&A:  Oct 1, Oct 29, Nov 26

Registration:  https://www.eventbrite.ca/e/114606697718

Winter 2021 Schedule

All sessions are hosted online from 9:30 AM – 11:30 AM

  • Modules:  Jan 14, Feb 11, March 18, Apr 15
  • Q&A:  Jan 28, Feb 25, Apr 1

Registration:  coming soon

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Selling Your Business (16 week masterclass)
Provider:  Commercial Ventures

This program will help participants learn how to market and sell their business as well as gain clarity on the process of a sale and learn how to find a buyer.  Participants will complete the masterclass with a marketing plan and clear direction on next steps.

Course Modules:

  • Working with Advisors & Preparing your Company Material
  • Engaging Buyers & Maintaining Confidentiality
  • Receiving Offers
  • Timelines, Closing and Transitioning

Fall/Winter Schedule

All sessions are hosted online from 9:30 AM – 11:30 AM

  • Modules:  Oct 22, Nov 19, Jan 21, March 4
  • Q&A:  Nov 5, Dec 3, Feb 4

Registration: https://www.eventbrite.ca/e/117353947817

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Family Business Transition – In Depth Series (8 classes)
Provider:  Alberta Family Business Institute

This series of webinars will be geared to family businesses from all disciplines who seek to deepen their understanding and begin the process of transition planning. Transition planning is a natural process in a successful family enterprise and one that can (and should) be positive and empowering.  The main focus will be to give an overview of the process and provide communication and governance strategies that will enable business owners to confidently chart their transition plan. This will be supported by a comprehensive workbook containing tools, templates, and resources.  Click here for more content detail.  As part of the in depth series, participants will be provided with access to the Pre-Webinar, where they will receive the Family Business Transition online course and workbook, with the expectation that the materials will have been reviewed prior to the first session.

Fall 2020 Schedule

All sessions hosted online from 10:00am to noon
Thursdays:  Sept 17, 24, Oct 1, 15, 22, Nov 5, 19, Dec 3
Registration:  https://www.eventbrite.ca/e/116146558483

Winter 2021 Schedule

All sessions hosted online from 10:00am to noon
Thursdays Jan 14, 21, 28, Feb 4, 11, 25, March 4, 18
Registration:  coming soon


Single Workshops

Sept 16, 2020:  Not-For-Profit Succession Planning Workshop

Oct 21, 2020:  Business Transition and Succession Planning Workshop

Nov 18, 2020:  Business Transition and Succession Planning Workshop

Jan 20, 2021:  Not-For-Profit Succession Planning Workshop

Feb 10, 2021:  Business Transition and Succession Planning Workshop

March 10, 2021:  Business Transition and Succession Planning Workshop

Provider:  Succesion Matching
More information and registration:  http://insights.successionmatching.com/business-succession-project/#  
All workshops hosted online from 2:00 to 4:00pm

Ready to Sell a Business?

Businesses listed for sale or ready for sale can receive a coupon to list their business with Succession Matching. To receive this coupon, participants must register and attend a minimum of one workshop with Succession Matching (ABFI and CV workshops are not included).  The coupon is only $25 (value $2000) due to the funding received for this project.  jeckert [at] albertacf.com (subject: succession%20matching%20coupon) (Contact us) if you have any questions.


About the Project

In partnership with Community Futures Alberta Southwest, Community Futures Central Alberta,  Community Futures Crowsnest Pass, Community Futures East Parkland, Community Futures Highwood, Community Futures Lethbridge, Community Futures Wild Rose, CFCWest is pleased to announce the Southern Alberta Business Succession Project. This project will provide dedicated resources to help business owners develop successful transitions through proper succession planning.

Through this partnership, business owners located in these Community Futures Regions will have free access to a series of workshops and webinar series to help business and farm owners prepare for the day they transition their business.   

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Get in Touch

Community Futures Centre West
3209, 101 Sunset Drive
Cochrane, AB T4C 0W7

403-389-8272

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Communities Served

Airdrie, 
Balzac, 
Banff, 
Bearspaw, 
Bottrel, 
Bragg Creek, 
Canmore, 
Cochrane, 
Crossfield, 
Dead Mans Flats, 
Elbow Valley, 
Exshaw, 
Ghost Lake, 
Harvie Heights, 
Madden, 
Morley, 
Redwood Meadows, 
Seebe, 

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