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Ownership Transitions - Part 2 - Financing Options

24 October 2018

Presented by Debrah Menashy with CWB Maxium Financial

7:30 am to 8:15 am - Breakfast
8:15 am to 10:45 am - Presentation
Albany Club

This session will talk about some of the options for financing your ownership transition.  You have agreed to buy/sell and agreed on the price. Now what?

The session will guide you through what a third party lender needs from you. Specific stories will highlight how simple (or not so simple) getting through this process can be.

  1. Financial disclosure and commentary required
  2. Background, Industry and Management Team profile
  3. The various structures of financing and how they affect the business
  4. The typical terms and conditions of any financing and the potential impact
  5. The time frame
  6. Typical bumps in the road

You will leave this session prepared and armed for your ownership transition.


Debrah Menashy is a part of the Financial Services sales team at CWB Maxium Financial. Specializing in mid-market lending since 1993, CWB Maxium Financial is a leader in providing creative financing of up to $50 million to businesses across Canada.

Debrah provides advice on innovative ways to finance a diverse group of transactions. With over 19 years of commercial financing expertise, individuals look to her for financing solutions for; commercial real estate projects, condo financing, business acquisitions, and expansions. Most of her deals require out of the box thinking. She will take the time to understand the company, the industry and unique borrowing requirements.

Register Here