(Toronto, ON) In partnership with BMO, IBAO is hosting an event on the topic of brokerage value and succession planning. “The purpose of this event is to debunk myths and present facts,” said Doug Heaman, President, IBAO. “The association perspective on broker market dynamics is an interesting one: we see the aggregate trends, we see the operational trends. BMO – a long term affinity partner of the IBAO – sees the financial trends.”

“The pace and frequency of brokerage merger and acquisition activity is increasing in Ontario,” said Colin Simpson, IBAO CEO. “2015 was our highest year on record of member brokers that undertook a merger or acquisition. The IBAO is playing a leading role to ensure that all brokers are fully informed and understand their opportunities and options.”

Scheduled for November 17^th from 8:30am – 12:30pm at the BMO Institute for Learning, the event is titled “Realizing the Full Value of Your Brokerage.” The event is free for and exclusive to IBAO members. It is designed for brokers looking to grow, brokers looking to wind down, or brokers who want to understand how to better leverage the business they have built.

KEY TOPICS:
* Monetizing strategy and extracting value: How brokers can draw more from their established equity
* The macro economy: How will broader economic pressures impact the business?
* Selling or buying brokerages: What are the trends? What are the options?
* Succession planning that works

KEY SPEAKERS:
* Doug Porter, Chief Economist, BMO Capital Markets
* Colin Clahane, Director, Business Finance Group, BMO
* Tyler Marche, Vice President, Wealth Advisor, BMO Wealth Management
* James W. Kraft, Vice President Financial Planning Services, BMO Insurance

“The greatest success stories are of those brokerages that have been proactive and have informed themselves of their options,” added Heaman.

Realizing the Full Value of Your Brokerage
November 17, 8:30am – 12:30pm
BMO Institute for Learning, 3550 Pharmacy Ave
REGISTER

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