A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business

Event Overview

PART 1 – Ready, Set, Sell: Learn where to start.

Establishing goals and developing a selling strategy are the essential first steps in finding a suitable buyer for your practice. Your goals define what you accomplish through the sale, and your sales strategy will help you differentiate your practice for the enormous pool of potential buyers. Far too often practice owners do not take the necessary steps. In this session, Roland Chan, CEO of FindBob, will share initial things to consider prior when contemplating a sale, first steps in going to market and how to test the waters. Finally, he'll share how you can put this newfound knowledge into action on Coming Up Next™, IFB's exclusive member benefit.

PART 2 – Buyer be Ready: What you need to know.

Purchasing an insurance and investment practice calls for similar planning to that of a practice owner contemplating the sale of their business. As a prospective buyer, you'll need to determine what kind of practice would make the best purchase and how much you're willing to spend to achieve your acquisition goals. In this session, Roland Chan, CEO of FindBob, will help you define your acquisition framework where it's centered around ROI, practice synergies, increasing your overall capacity or growing market share. Like we do with our clients, Roland will share ideas on how you can create a robust structure to define the most suitable acquisition targets based on goals, resources, and risk tolerance. Lastly, buyers will be given a glimpse into how they can use Coming Up Next™ to help them realize their goals.

Roland Chan

Founder and CEO, FindBob

Roland’s career began in technology and saw him holding various software development and management roles and eventually starting his own consultancy in 2003. In 2008 he took his passion for agile approaches to managing software organizations and solving complex business problems and transitioned to running his family’s now 26 year old life insurance managing general agency.

Committed to organically growing a high performant sales organization, Roland has been recognized by GAMA International for achievements in Agency Building, Agency Achievement and Distribution Management. Roland is a Chartered Life Underwriter (CLU), a Certified Health Insurance Specialist (CHS).

Roland founded FindBob at the end of 2014. His mission is to vastly improve transition behaviour in the insurance and financial services industry to help firms and their distribution protect the value of their most precious asset, and to ensure that his industry lives up to the promise made to consumers - to be their for the duration of their lifetime.

Past Events

2024 Virtual Fall Summit

Nov. 19, 2024 to Nov. 20, 2024

Workshops & Webinars

IFB Member

$64 + tax

Non IFB Member

$114 + tax

Roland Chan

Founder and CEO, FindBob

Past Events

2024 Virtual Fall Summit

Nov. 19, 2024 to Nov. 20, 2024

11 AM - 5 PM EST (Subject to change)

Online, wherever you are

2024 Toronto Fall Summit

Oct. 29, 2024 to Oct. 30, 2024

Day One: 8 AM - 5 PM, Day Two: 8 AM - 1:30 PM

Mississauga Grand Banquet & Event Centre

2024 Virtual Spring Summit

May. 29, 2024 to May. 30, 2024

11 AM - 5 PM EST (subject to change)

Online, wherever you are

2024 BC Spring Summit

May. 16, 2024 to May. 16, 2024

9 AM - 5 PM

Morris J Wosk Centre for Dialogue

2024 Alberta Spring Summit

May. 14, 2024 to May. 14, 2024

8 AM - 5 PM

BW Calgary Plaza Hotel & Conference Centre

Blue Cross Webinar

Nov. 29, 2023 to Nov. 29, 2023

12 - 1 PM ET

Online

2023 Virtual Fall Summit

Nov. 22, 2023 to Nov. 23, 2023

11:00 AM EST - 5:00 PM EST

Online, wherever you are

RBC Tax Webinar

Oct. 24, 2023 to Oct. 24, 2023

12 PM - 2 PM ET

Online

2023 Alberta Fall Summit

Oct. 3, 2023 to Oct. 3, 2023

8 AM - 5 PM

Best Western Premier Calgary Plaza Hotel and Conference Centre

Retirement for Farm Corporations Webinar

Jun. 21, 2023 to Jun. 21, 2023

12:00 PM - 3:30 PM ET

Online

2023 Virtual Spring Summit

Jun. 13, 2023 to Jun. 14, 2023

Day 1: 11 AM - 6 PM ET | Day 2: 11 AM- 3:45 PM ET

Online

2023 Toronto Spring Summit

May. 24, 2023 to May. 25, 2023

Day 1: 9 AM - 5 PM | Day 2: 9 AM - 2:30 PM

Pearson Convention Centre

2023 BC Spring Summit

May. 9, 2023 to May. 9, 2023

9 a.m. - 5 p.m

River Rock Casino Resort

Tax Strategies for Troubled Times Webinar

Jan. 25, 2023 to Jan. 25, 2023

12:00 PM - 3:30 PM EST

Online

2022 Virtual Fall Summit

Nov. 29, 2022 to Nov. 30, 2022

11:00 a.m. ET

Virtual

2022 Alberta Fall Summit

Nov. 23, 2022 to Nov. 23, 2022

8:00 am to 6:00 pm *details subject to change.

Best Western Premier Calgary Plaza Hotel and Conference Centre 1316-33 St. NE, Calgary, AB

2022 Toronto Fall Summit

Nov. 8, 2022 to Nov. 9, 2022

Day 1: 8:30 a.m. - 5 p.m.; Day 2: 8:30 a.m. - 3:10 p.m.

Pearson Convention Centre 2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)

2022 Buying and Selling Webinar

Sep. 29, 2022 to Sep. 29, 2022

1:00 p.m. - 4:00 p.m. EDT

Online

8:00 am to 6:00 pm
*details subject to change.

Best Western Premier Calgary Plaza Hotel and Conference Centre
1316-33 St. NE, Calgary, AB

Pearson Convention Centre
2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)