Succession Planning

Succession Planning for your Business

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

Click here to learn more about our content providers (Alberta Family Business Institute, 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

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



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: closed (watch for a new session coming in Spring 2021)


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.

Winter 2021 Schedule

All sessions hosted online from 10:00am to noon
Content Detail

Registration links:

January 14:  Overview of the Family Business System and the Three Circle Model

January 21:  Focus on the Family Circle

January 28:  Focus on the Business Circle

February 11:  Focus on the Ownership Circle

February 25:  Communication and Conflict Management for the Family Enterprise

March 4:  Establishing a Family Council and Developing a Family Constitution

March 18:  Establishing an Advisory Board

March 25:  Establishing an Ownership Council and Policies

Single Workshops

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:  
All workshops hosted online from 2:00 to 4:00pm

Business Transition And Succession Planning Webinar Summit
January 25 - 28, 2021
Provider:  Succession Matching

2020 has presented some challenges for many small business owners, but that doesn’t necessarily mean plans to retire or transition need to change. On the contrary, our data has shown that there are more buyers than ever interested in buying.  Whether you are planning your future succession, or interested in what it takes to buy, this webinar summit gathers Canada’s best Succession Planning Professionals to help you gain your bearings and move forward with confidence.

Here's how it works:

  1. Sign up for this 4 day summit.
  2. Check your inbox on the first day for a link to the actual summit videos.
  3. Watch at your convenience during the summit date range, no need to adhere to specific times.
  4. Videos will expire a couple of days after the summit is over.
  5. SuccessionMatching will follow up with next steps

More information and registration:

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


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Communities Served

Bragg Creek, 
Dead Mans Flats, 
Elbow Valley, 
Ghost Lake, 
Harvie Heights, 
Redwood Meadows, 


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