Practice Gems: Essentials of the Privately Held Company 2019 (Part 2): Corporate Finance Strategies


Wednesday, September 18, 2019 (1:00 p.m.–4:00 p.m.)

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CPD Hour(s)*
2 h 30 m Substantive
30 m Professionalism

Additional Information

Page Count: 70

* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.

  • Sanjeev Patel
    Wildeboer Dellelce LLP

​So, you've set up your client's privately held company for them. Are you able to confidently advise them as their business grows? Our presenters build on the concepts from Part 1 of this program by going into more depth on the latest corporate finance strategies. You gain practical advice on how to manage investors with different interests, learn about the types of securities used to raise capital, and obtain an overview of business valuation concepts and approaches. (Note: it is not necessary to complete Part 1 in order to register for Part 2.)

  • Learn about the types of securities used to raise capital
  • Obtain an overview of business valuation concepts and approaches
  • Understand how to manage investors with different interests


  • Sanjeev PatelWildeboer Dellelce LLP
  • Eric AppsAluvion Law
  • Geoffrey CherWildeboer Dellelce LLP
  • Bruce SheinerNorton Rose Fulbright Canada LLP
  • Cathy SingerNorton Rose Fulbright Canada LLP
  • Timothy ZimmermanPartnerRSM Canada
  • Kenneth DekkerAffleck Greene McMurtry LLP
  • Bonnie Roberts JonesGroia & Company Professional Corporation
  • Gregory HoganCassels Brock & Blackwell LLP

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