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Presented by H. Christopher Nobes, C.A., C.B.V, H.B.A, Managing Director, Campbell Valuation Partners Limited, www.cvpl.com
Maintaining family harmony is challenging enough without a business interest in the mix. Throw in a business and those challenges can become even more enhanced, especially when a liquidity event (e.g. a purchase and sale of shares upon death, dispute, matrimonial separation, and others) occurs with one or more of the family or non-family business shareholders. As a pre-eminent business valuation firm in Canada, Campbell Valuation Partners Limited (“CVPL”) has acted for many of Canada’s family businesses, in both amicable and adversarial situations. CVPL has hands on experience with family business governance involving valuation issues and would like to share these experiences with other family business owners. This presentation will be of interest to Family Business Owners who either:
1. currently have a combination of shareholders who are active in the management of the family business (i.e. active shareholders) and those that are not active (i.e. passive shareholders); or,
2. are likely to have, upon succession to the next generation of family members, a combination of active and passive family member shareholders; or
3. currently have minority shareholders that are not family members; or,
4. may prospectively have minority shareholders that are not family members.
The topics discussed include:
1. Valuation Concepts, Principles, and Methodologies
2. Valuation Provisions in a Shareholders Agreement
3. Valuations in a Shareholder Dispute Situation
4. Buying or Selling a Minority Shareholding Interest
5. The Role of Periodic Valuations in a Family Business
This webinar will include several anecdotal situations in which the presenter has been involved as an independent advisor.
Campbell Valuation Partners Limited
The presenter will be H. Christopher Nobes, a partner with CVPL and a co-founder of Veracap Corporate Finance Limited (“Veracap”), an affiliate of CVPL. CVPL is Canada’s longest established and largest independent business valuation firm, founded in 1976. Veracap is a firm that focuses on merger and acquisition advisory services for small to mid-size companies. The Principals of CVPL have authored Canada’s leading texts on subjects of business valuation and have substantial Court experience acting as Expert Witnesses in litigation over matters involving business valuation and economic loss. CVPL has also acted for many of Canada’s family businesses in matters involving business valuation.