Certification in Business Transfer Management
Offered in partnership with the Leadership Institute and Repreneuriat Québec, this certification is designed for anyone involved, directly or indirectly, in the transfer of a business. Its objective is to provide a comprehensive perspective and help maximize the success of such transactions.
M&A Club members benefit from a $500 discount upon registration with the code MACLUB2026, for a total of $5,495 + taxes.
In-person 6 days split into two 3-day sessions The program is delivered in French
Dates and venues
Fall 2026:
November 11, 12, and 14 from 8:30 a.m. to 5:15 p.m.
and
November 25, 26, and 27 from 8:30 a.m. to 5:15 p.m.
Institut de Tourisme et d'Hôtellerie du Québec
3535 Saint-Denis Street, Montreal, Quebec H2X 3P1
Program Summary
This certification offers a structured and pragmatic approach to business transfer, covering the entire lifecycle—from preparation to post-transaction management. It enables professionals to develop a deep understanding of the strategic, human, and financial challenges involved in both selling and acquiring a business.
The program emphasizes the advisor’s role, stakeholder coordination, and rigorous transfer planning. It also explores the dynamics between sellers and buyers, as well as the mechanisms for transferring knowledge and decision-making authority.
Finally, particular attention is given to transition management and post-transaction value creation. An integration project ensures that learnings are firmly anchored in participants’ real-world professional contexts.
What You Will Learn
- Understand the different business transfer contexts and their key challenges
- Structure a transfer plan and establish a realistic, coherent timeline
- Identify and mobilize key stakeholders in a collaborative, synergy-driven approach
- Position yourself effectively as an advisor to both sellers and buyers
- Manage the seller–buyer relationship, including roles, expectations, and human dynamics
- Implement effective knowledge transfer mechanisms (technical and interpersonal skills)
- Plan the transfer of authority and support transition phases
- Clarify the buyer’s vision, objectives, and positioning during the acquisition
- Integrate essential financial concepts related to a transaction
- Lead post-transaction management, including transition, change, and value creation
Who Should Attend
This certification is designed for anyone involved, directly or indirectly, in business transfers—particularly professionals such as accountants, lawyers, tax advisors, consultants, and others.
It enables participants to develop a broader understanding of the various contexts and challenges that shape the process. Professionals, within their respective fields, become better equipped and gain a more holistic perspective across all stages of a transaction.
Agenda / Curriculum
- The stages of a business transfer
- Transfer planning and timeline
- Stakeholder alignment and synergy
- Positioning as an advisor to sellers and buyers
- Strategic planning and governance
Seller–Buyer Relationship: Sellers: Buyers:
- Managing the transition
- Change management
- Value creation
Pricing
- Regular price: $5,995 + taxes
- $500 discount with code MACLUB2026 at registration, for a total of $5,495 + taxes
Contact
Mathylde Vilain
Mathylde Vilain
Training Program Manager, Institute Leadership
mathylde@institutleadership.ca514 702-2991
