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 sesssions - all free of charge.

Ready to sell your business?  We have a coupon for that - contact us for more information.

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.


Exit Planning Introductory Series (4 sessions)
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 receive instructional lessons and workbooks on the exit process and what business and personal readiness mean.

This course will prepare you to decide what masterclass to is best for you - Drafting your Exit Plan or Selling your Business.

This series is a pre-requisite for Drafing You Exit Plan and/or Selling Your Business.

All sessions are hosted online from 9:30AM - 11:00 AM

Drafting Your Exit Plan (4 session masterclass)
Provider:  Commercial Ventures

Prerequisite:  Exit Planning Introductory Series

This workshop series provides you with a template to dig deep into the action items that require your attention and an implementation plan to help you use your Exit Plan on a consistent go-forward basis. Learn how to build your advisor team and how to engage them with your exit plan along the way.  

All sessions are hosted online from 9:30AM - 11:00 AM

Selling Your Business (4 session masterclass)
Provider:  Commercial Ventures

Prerequisite:  Exit Planning Introductory Series

If you plan to sell your business to a non-family member within the next 2-3 years, this masterclass gives you a clear outline of the sale process and checklists to help you prepare to engage with buyers. Dig deeper into what you need to get organized, what buyers are expecting from you, how to protect confidentiality, how to find and engage with buyers and who can help.

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


Family Business Transition – Core Class Series (6 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.  

For better understanding of course content, participants are encouraged to take all classes but it is not mandatory

All sessions hosted online from 10:00am to noon with the exceptions noted below

Content Detail

Registration links:

Spring Session

April 15:  Focus on the Family Circle

May 6:  Focus on the Business Circle

May 13:  **1:00pm-3:00pm** Peer Group - Mastermind
Register:  not available yet

May 20:  Focus on the Ownership Circle

June 3:  Communication and Conflict Management for the Family Enterprise 

June 10:  **1:00pm-3:00pm** Peer Group - Mastermind
Register:  not available yet

June 17:  Establishing a Family Council and Developing a Family Constitution

Ready to Sell a Business?

Businesses listed for sale or ready for sale can receive a coupon to list their business with Succession Matching. The coupon is only $25 (value $2000) due to the funding received for this project.  Contact us and we'll get you started!

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.   


Let’s see what we can do for your business

Give us a call, send us an email, or drop in for a chat.

Contact Us

3209, 101 Sunset Drive
Cochrane, AB  T4C 0W7
P: 403-389-8272


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, Kananaskis Improvement District, Improvement District 9 (Lake Louise and surrounding area)