Free Webinar

Exit Planning for Alberta Business Owners

Friday, September 25, 2020 11:00 AM (MST)

Register Now

Even if you can't make it,
sign up anyway!
We'll send you the recording.

Now more than ever, the need to properly plan the exit of a business is paramount. John Carvalho, President of Stone Oak Capital Inc. has gathered Alberta's leading succession planning experts to discuss this important topic. Business owners and other corporate advisory professionals will gain an Albertan perspective from our panelists on best practices and challenges involved in exit planning.

Building an exit plan, selecting an advisory team, and staying on track with the process are a few topics that will be covered in this virtual roundtable discussion. Join our upcoming live webinar (Friday, September 25, 2020 @ 11am MST) for a discussion on exit planning specifically tailored for Alberta business owners.

Our Alberta panel of succession planning experts will join Stone Oak Capital Inc. for a virtual roundtable discussion on how to successfully plan for the exit of a middle market business, especially now in such uncertain times. Hear thoughts from leading succession planning experts; Amanda Vella (ATB), Alison Anderson (SuccessionMatching) and Shauna Feth (Alberta Business Family Institute).


Stone Oak Capital Inc.
  • John Carvalho

    John Carvalho

    President, Divestopedia Inc.

  • Alison Anderson

    Alison Anderson

    CEO & Founder, SuccessionMatching

  • Amanda Vella CPA, CA, CBV, CEPA, MPAcc

    Amanda Vella CPA, CA, CBV, CEPA, MPAcc

    Senior Director, Business Advisory and Transition Consultant, ATB Financial

  • Shauna Feth, FEA

    Shauna Feth, FEA

    Executive Director, Alberta Business Family Institute - University of Alberta School of Business