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Your Due Diligence Checklist: How to Prep Your Startup for Investment

  • Terrace View Room - Global Business Centre (5th Floor) 120 8 Avenue Southeast Calgary, AB, T2G 5P6 Canada (map)

Hosted by BDO and Startup Calgary


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Think your highly scalable startup is ready for investment capital?

Whether you’re a first time founder of an early stage startup or an experienced entrepreneur rapidly scaling, you’ll walk away with a greater understanding of the documents and items you need in place to be investor ready. Experts from BDO will walk you through a startup-friendly due diligence checklist.

Agenda

4:30 p.m. - Arrive, grab snacks & network
4:55 p.m. - Welcome by Startup Calgary & Calgary Economic Development
5:00 p.m. - Workshop hosted by BDO Experts: 

  • Startup life cycle case study, presented by Mike Hiley

  • Year one and two tax compliance checklist, presented by James Dahl

  • Due dilligence and maximizing the value of your business, presented by Paul Williams

  • Cap tables and term sheets, presented by Jacques Du Plessis,Associate at Osler

6:00 p.m. - Wrap-up & optional networking

Speaker Bios

Mike Hiley, CPA,CA; CISA, Partner at BDO:
With over 15 years of experience in public accounting and the leader of Alberta’s Technology and Life Sciences practice, Mike is well known to bring a practical approach to complex issues. He is also a Certified Information Systems Auditor (CISA), and utilizes these skills to support clients in the design, assessment and audit of their financial reporting systems.

James Dahl, CPA, CA, Partner, Tax at BDO:
James provides tax and business advisory services to clients in a wide range of industries, including real estate, oil and gas, professional services, manufacturing, technology and not-for-profit organizations. He assists clients with corporate restructuring, due diligence, personal, corporate and charity tax compliance services and cross-border transaction support services.

Paul Williams, Managing Director - Transaction Advisory Services at BDO:
With 18 years of experience in due diligence, completing over 200+ transactions, Paul has led teams on a wide range of due diligence assignments, including acquisition & vendor due diligence for corporates, banks and private equity clients, and reporting accountant engagements including accelerated IPOs and quoted company acquisitions.

Jacques Du Plessis, Associate at Osler: 
Jacques has a general corporate commercial practice, with an emphasis on matters relating to corporate finance and securities regulation, mergers and acquisitions, technology and corporate governance. He represents public and private Canadian and international companies and advises them on a wide range of issues including start-up, incorporation, share and asset sales, debt and equity financing, private placements, public offerings, continuous disclosure, corporate reorganizations and general corporate law matters.

About BDO 

At BDO, our industry teams provide ongoing support to startup companies like yours. We use practical business techniques to solve problems and offer personalized taxaccounting, and advisory services to help you manage your company’s growth.

To learn more about how we can support your company’s growth, visit BDO’s StartSmart bundle offerings.

Later Event: June 21
Pitch Party YYC