Our Featured Programs & Services
The Centre for Family Business was established in 1997 as a support to family businesses in the Waterloo Region and surrounding areas. Today, CFFB is comprised of over 55 family businesses representing a broad spectrum of industries and ranging in size from just a few to several hundred employees. Join our family of businesses and explore how we can help yours.
Family Business Forum: Shiny and New: Metrics which Let You Dig Deeper than Just Profit and Loss!
February 9, 2023
4:30pm – 5:30pm
Darryl Goodall, Part Time CFO Services
The bottom line is the bottom line. But how did you get there? And where are you going?
Join Darryl Goodall, as he unveils the other data which will help your company run more efficiently!
Workshop: Keys to Maximizing Business Valuation
February 14, 2023
11:30am – 12:30pm
Dylan Moran and Michael Emrich, CIBC
In this workshop you will learn..
- Positioning business fundamentals, investment highlights and value benchmarking
- Assemble your advisory SWAT team early
- Plan your exit well in advance
- Designing the right sale process
- Passing due diligence
Presented by The Allan Bush Investment Team.
How Will You Make Your Mark? Transitioning Business Ownership Early
February 24, 2023
11:30am – 1:30pm
Dr. Tom Deans
Featuring award-winning speaker and New York Times bestselling author Dr. Tom Deans.
While many family businesses focus on the movement of operating control, questions on when and to whom voting shares will transfer remain mysterious!
Join Tom as he shares his story of purchasing shares in his family’s manufacturing business—long before signing on as an employee.
CFFB Podcast:
Family Business Matters
Listen to our latest episodes of Family Business Matters, featuring our members’ stories, experiences and successes in their family businesses.
Member Testimonials
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Our Valued Sponsors
The CFFB’s sponsors provide our membership with invaluable insight and experience. Listen to how our partnership with these companies can benefit you.
Josslin Insurance has brokers who specialize in insurance solutions for home, auto, business, farm, disability and life, finding the right coverage for you, your business and your employee benefits program.
CFFB members may also save up to 15% off their home and auto insurance through Josslin.
The Part Time CFO Services LLP team provides in-house accounting and finance help to work with your existing staff. Our team members have valuable insights and are trusted, strategic business partners who collaboratively work with family or private enterprises, building and implementing customized financial and management solutions.
Our team at Richardson Wealth is available to support your business vision and help you fully realize your long-term goals with an integrated approach to family and wealth planning. Fundamental issues involving tax, investing, insurance and succession planning can’t be dealt with effectively as stand-alone topics. Here are some of the key issues we can help with:
- Tax efficient corporate and personal investing
- Integrated Financial Planning
- Individual Pension Plans
- Insurance Planning
- Business Succession Planning
- Preparing for a Business Sale
With more than 170 years of experience in serving family enterprises like yours, our team of dedicated professionals brings deep knowledge and offers a wide range of services to help you grow your company today while protecting your wealth and supporting your legacy. We understand the challenges you face, but we also appreciate how your unique strengths as a family business are an integral part of your success.
No matter where you are on your business journey, we’re at your side to help you craft the right approach to addressing your needs across your business, including:
- Continuity and succession planning
- Defining purpose and values with a family charter
- Tax and wealth planning
- Family management and conflict management
- Board composition and responsibilities
- Digital strategy and transformation
- Revenue models and efficiency improvements
- Financing and deal opportunities
- Family and business governance