About this Event
Small Business Value Summit
Build a stronger, more valuable business.
Running a business can consume all of your attention. Sales, staff, customers, cash flow and day-to-day problems come first. But at some point, every owner has to ask a bigger question: how do I build a business that is stronger, more valuable and less dependent on me?
The Small Business Value Summit is a practical half-day event focused on exactly that. You’ll learn what drives business value, what can hold it back, and what you can do now to build a better business and create more options for the future.
Whether you plan to own your business for another 20 years, step back from day-to-day operations, pass it on to family or employees, or eventually sell it, many of the same fundamentals matter: strong financial performance, good systems, a capable team, loyal customers, clear processes and a business that can operate without relying entirely on the owner.
The afternoon will bring together business advisors and experienced business owners to share practical ideas for improving how your business operates, reducing owner dependence and building long-term value.
If you’re interested in making your business work better and creating more options for the future, join us for an afternoon of practical advice, real business owner experiences and connections to local resources that can help you strengthen what you’ve built.
What You Will Learn
The event will cover:
- How small businesses are valued
- What can increase or reduce the value of a business
- How owner dependence affects business value
- How your team, systems, customers and financial performance influence value
- Practical steps you can take now to strengthen your business
- Options for stepping back, transferring ownership or selling in the future
- Real-world lessons from local business owners who have navigated major changes in ownership and leadership
Agenda
Registration, Coffee and Business Resource Tables - 12:30 to 1:00 p.m.
Welcome and Opening Remarks - 1:00 to 1:05 p.m.
What Makes a Business Valuable? - 1:05 to 1:50 p.m.
A practical look at how small businesses are valued and what drives value. Topics will include profitability and cash flow, recurring revenue, customer concentration, financial reporting, team and management capacity, systems and processes, owner dependence and market position.
Speaker: David Holmes, Managing Partner & Valuations Practice Leader, RH Partners
Refreshment Break - 1:50 to 2:00 p.m.
Build a Business That Gives You Options - 2:00 to 2:45 p.m.
A strong business gives its owner choices. This session will explore how to build a company that is less dependent on you, supported by stronger systems and people, and better prepared for future changes in ownership or leadership. It will also look at the different paths available to business owners over time, from family or employee transitions to a future sale, with a focus on what can be done now to keep those options open.
Speaker: Judith Pineau, Business Advisor & Exit Planner
Refreshment Break - 2:45 to 3:00 p.m.
Business Owner Panel: What We Wish We Had Known Earlier – 3:00 to 3:45 p.m.
Hear directly from business owners who have navigated major changes in ownership and leadership. The discussion will focus on what made their businesses valuable, what they learned through the process, what surprised them, and what they wish they had done earlier. Panelists will also share practical advice for other owners thinking about the long-term future of their business.
Closing Remarks - 3:45 to 3:55 p.m.
Business Resource Fair and Networking 3:55 to 5:00 p.m.
Connect with speakers, business advisors, fellow business owners and local organizations offering financing, advisory services, grants and other business supports.
Who Should Attend?
This event is for business owners and entrepreneurs at different stages of the business journey.
Whether you are building a new business, growing an established company, strengthening your operations, or thinking about the long-term future of your business, the Summit will provide practical insights into what makes a business stronger and more valuable over time.
Established business owners will gain practical ideas they can apply now, while early-stage founders can learn how to build stronger systems, teams and business value from the beginning.
Free to attend. Advance registration is required.
Event venue & nearby stays
Three Feathers Terrace, 1263 3 Line, Innisfil, Canada
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