Topic: FBA Webinar: Maximizing Business Value and Planning for Your Future
Time: Feb 6, 2025 11:30 AM Halifax
Join Zoom Meeting
https://us06web.zoom.us/j/82884543092?pwd=uKr5BVptaeAJBUxeJyhFfZ2u1TqdSi.1

76% of Canadian business owners plan to exit their business within the next 10 years. And, in a 2019 US survey, it was revealed that of the businesses that sold, only 25% of business owners remained satisfied with little regrets within a year of selling.

Business owners are asking:

"There must be a better way for preparing my business for sale...and for preparing me AFTER the sale"!

Fortunately, there is!

If you are considering a sale over the next 5-10 years, you are going to want to register for this event. Learn the latest trends in the Eastern Canadian business M&A landscape, and hear from two of FBA's Advisors, Lloyd Compton from MRSB Group and Jeff MacKenzie from Confederation M&A who will talk to you about the key factors that will build value for a small business, its owners, and their families.

PRESENTED BY:

Lloyd Compton, Partner, MRSB Group

Lloyd Compton, CPA, CA, CBV is a Partner with MRSB Group headquartered in Charlottetown, Prince Edward Island. MRSB is a mid-sized professional services firm with approximately 65 employees and four offices focused on accounting, tax, consulting, and valuation services for businesses, First Nations, municipalities, and educational institutions.

Lloyd is also a co-owner of Confederation M&A, a Mergers & Acquisitions Advisory firm with offices in Charlottetown, Halifax, Fredericton, Moncton, and Ottawa. Lloyd provides support on both the buy-side and sell-side for transactions as well as strategic advice on pricing, negotiating, and financing transactions.

Lloyd has presented seminars and workshops on various Business Valuation and Transaction related topics to the Canadian Institute of Chartered Business Valuators, the Canadian Institute of Chartered Professional Accountants, the Canadian Bar Association, the Law Society of PEI, the Wallace McCain Institute, Provincial and Federal Government departments and agencies, various professional firms and private sector businesses.

Jeff MacKenzie, Partner, Confederation M&A

Jeff has been a part of the Confederation M&A team since 2015 and a Partner since 2017.  Jeff oversees the M&A practice, working with clients across a variety of industries to help them meet their business growth or succession planning goals. 

​Prior to joining Confederation M&A Jeff worked for a global management consulting firm, helping clients create rapid and sustainable performance improvement. During his time as a consultant and project manager, Jeff led teams in a variety of industries, helping businesses in designing and implementing a variety of profitability improvement plans, corporate restructuring initiatives, and mergers & acquisitions.

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Jeff is a proud alumnus of the University of Prince Edward Island and Lancaster University Management School in the United Kingdom where he completed his MBA. He currently lives in Charlottetown with his wife Becky and his three daughters, Rae, Wren and Kit. He’s an active volunteer in the community, likes to stay active, enjoys summer camping trips with family, and is an avid traveller having been to 30+ countries and counting.