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.


Introduction to Exit Planning  (4 sessions)
Provider:  Commercial Ventures

Commercial Ventures and Alberta Business Sales Inc. have developed a series of workshops that will help business owners who want to exit their business right now or are  doing some planning for down the road. This course will offer very practical information, delivered by seasoned instructors who have helped owners sell to the market, as well as to staff and family.

Session 1 - Exit options and personal readiness
Session 2 - Business readiness
Session 3 - Business Value
Session 4 - Timelines and scenario planning

All sessions are hosted online from 9:30AM - 11:00 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.  What will you learn - Content Detail

Registration links:

October 7:  Communication and Conflict Management for the Family Enterprise - Register 

October 21:  Establishing a Family Council and Developing a Family Constitution - Register

November 4:  Establishing an Advisory Board - Register

November 25:  Establishing an Ownership Council and Policies - Register


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.   are


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)