Saturday, March 1, 2025
11:30 AM
Franchisee Finance Mastery: From Startup to Legacy
Seminar presented by: Kenny Crandlemire ~ The Mestern Group - CIBC Wood Gundy
What you will learn:
- Financing options for new franchise owners.
- The benefits of wealth accumulation within a corporation
- 3 keys of wealth planning (retirement, estate, and legacy)
12:30 PM
Protecting your Business - Fueling Growth and Continuity
Seminar presented by: Anthony Temperato ~ TD Insurance
What you will learn:
- What is commercial insurance? How does it protect a business?
- Why should a business carry insurance? How does it help to fuel business growth / continuity?
- What are some common insurance myths / misconceptions?
- What are some ways to save on insurance?
1:30 PM
Disclosure Documents – What to Expect
Seminar presented by: Jason Peyman ~ Mann Lawyers
What you will learn:
- Purpose of the Legislation
- Contents of the Disclosure Document
- When must disclosure be provided
- What happens when disclosure is not provided or is deficient
2:30 PM
Tips to Secure Financing With Your Bank
Seminar presented by: Ahsan Ansari ~ TD Canada
What you will learn:
- Best products to finance your franchise
- Other Banking products that can improve your franchise's cashflow
- The importance of establishing a relationship with your Bank
3:30 PM
How to Purchase a Business and Find the Right One for You
Seminar presented by: Chris Skelton ~ The Business Exchange
This session will cover:
- How to identify the best opportunity for you?
- The questions you need to ask to set yourself up for success?
- How to navigate the research process?
Sunday, March 2, 2025
12:00 PM
Tips to Secure Financing With Your Bank
Seminar presented by: Ahsan Ansari ~ TD Canada
What you will learn:
- Best products to finance your franchise
- Other Banking products that can improve your franchise's cashflow
- The importance of establishing a relationship with your Bank
1:00 PM
Owning a Franchise - A Legal Perspective
Seminar presented by: Neil Schwartz ~ Mann Lawyers
What you will learn:
- The franchise agreement
- Disclosure documents
- Leasing, and much more
2:00 PM
Protecting your Business - Fueling Growth and Continuity
Seminar presented by: Anthony Temperato ~ TD Insurance
What you will learn:
- What is commercial insurance? How does it protect a business?
- Why should a business carry insurance? How does it help to fuel business growth / continuity?
- What are some common insurance myths / misconceptions?
- What are some ways to save on insurance?
3:00 PM
Your Franchise, Your Future: Crafting Profitable Exit Plan
Seminar presented by: Kenny Crandlemire ~ The Mestern Group - CIBC Wood Gundy
What you will learn:
- Developing an exit-focused wealth plan.
- Structuring your ownership early for tax-optimization.
- How to allocate your capital after the liquidity event
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