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Canadian entrepreneurs are in the midst of an unprecedented transition: over the next decade, more than 72% of the country’s 1.1 million business owners plan to exit their business. In the process, they will transfer more than $1.5 trillion in business assets to a new generation of small business owners. At the same time, less than half of these businesses have any kind of succession plan (and only about 1 in 10 has a formal written plan). Join us for this half-day course, where you will discover: The reasons entrepreneurs neglect to plan for succession, and strategies you can use to help your clients overcome them. How to help your clients determine whether they’re ready to begin the succession planning…

At a time when so many entrepreneurs are feeling ‘stuck’ (both literally and figuratively), creative or ‘breakthrough’ thinking is often in short supply. Enter: Design Thinking. Design Thinking is a tried and-and-true process for creative problem solving rooted in Empathy. It helps entrepreneurs focus on the people they’re creating solutions for, which leads to better products, services, and internal processes. It helps to challenge engrained assumptions, find the root of a problem, truly understand people’s needs, and thus find meaningful, innovative solutions. Cost is $250 per person, $225 for each additional person from the same organization.

For a small business idea to be considered viable, it should generally meet four criteria: it should be aligned with the entrepreneur’s passions and interests; it should be aligned with their skills, abilities, and resources; it should solve a problem or meet a market need; and it must demonstrate financial viability. While small business clients can encounter uncertainty at any of these four stages, proving financial viability is often the largest hurdle. Simply put, many would-be entrepreneurs struggle with financial literacy, numeracy, and market analysis, and this prevents them from properly assessing the profit potential of their enterprise. In ‘Counselling Your Clients through Financial Forecasting’, we’ll explore strategies and methodologies you can use to help your clients through this often-difficult process. Cost…

Business Plan Analysis for Small and Micro Enterprise is for Business Development Professionals (counsellors, consultants, business coaches, and advisors) who work with small business clients to develop, maintain, and expand their businesses. It will be particularly beneficial for anyone who is expected to review written business plans or business funding applications. Cost is $250 per person, $225 each additional person from the same organization. For questions or more information contact Jodi Eye 1-866-654-4499

This practical and experiential course builds on the content covered in ‘Client Management   Part 1’ and reaches deeper into building and managing client relationships. Using a combination of individual reflection, paired and group discussion, role play and case analysis. Cost is $250 per person, $225 for each additional person from the same organization.