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Exit Planning for Alberta Business Owners

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.

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).

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

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