Due Diligence & Valuation When Buying a Business

About

The saying goes: The devil is in the details—and for good reason when you’re buying a business. That stage of applying due diligence to the transaction can make the difference between a good deal, a bad deal, or no deal at all. But what are the ingredients for success? How can you evaluate the value of the business, get closest to the optimal terms, and mitigate the risk of your purchase? Our expert panel will lead you through the steps to guide your decision-making. Our discussion will provide a checklist, the critical questions you need to ask, and the important answers you need to receive in buying.

Panellists

Neil Belenki

Co-Founder, Sploda.com 

A winner of Business in Vancouver’s Top Forty Under 40, Neil specializes in closing deals. As a Co-founder of Sploda.com, Neil and his business partner are disrupting the investment industry by connecting investors to opportunities for free. Using due diligence as the empirical platform for connections, Sploda is hyper-efficient at creating valuable introductions on both sides of the boardroom table. Neil’s leadership experience includes being CEO of publicly listed (Vancouver-based) Sirona Biochem (TSX.V, OTCQX) and France-based carbohydrate fluorination laboratory TFChem. Neil is also the CEO of The $2,000 Coffee and the Mayor of Belcarra, BC. Neil is a proud husband, father of four, keynote speaker and hobby woodworker.

Sze-Mei Yeung

Partner, Richards Buell Sutton LLP

Sze-Mei Yeung is a Partner and Leader of the M&A Business Transactions practice group at Richards Buell Sutton LLP.  She represents clients in the areas of business acquisitions, technology, intellectual property and corporate commercial law. Her focus is on mergers and acquisitions  across a broad spectrum of industries, including retail pharmacies, dental practices and franchised businesses. For more information about RBS and the services they provide, visit https://www.rbs.ca.

Robert Napoli

Co-Founder and Managing Director, Promerita Capital Partners

Robert is co-founder and managing director of Promerita Capital Partners, a private equity and mezzanine capital business focused on the lower middle market, partnering with entrepreneurs for succession driven buy-outs and growth capital. Robert has twenty years experience in corporate finance and investment, with the last fourteen in subordinated debt, mezzanine and equity investing. He has completed over 80 deals across various industries, including buyouts, acquisitions and growth financing.  Robert is the Past-President of the Association for Corporate Growth (ACG), BC Chapter, is a CPA-CA and holds honours degrees in law and finance.  Originally from Australia, Robert lives in Vancouver and enjoys travels abroad with his wife and three children.

Moderator

Hayley Woodin

Multimedia reporter, Business in Vancouver

Hayley Woodin is a multimedia reporter with Business in Vancouver, where she co-hosts and co-produces BIV Today: the only daily podcast in B.C. dedicated to covering business. She appears weekly on Global News Morning and contributes regularly to BIV’s print and online publications. In 2018, Hayley spent a month reporting on trade opportunities and business issues in Southeast Asia as one of three journalists in Canada selected as Asia Pacific Foundation of Canada media fellows for 2017-2018.  

   

Sponsors

Richard Buell Sutton Lawyers

Richard Buell Sutton Lawyers