Andrew is an ownership succession strategist and facilitator. His work helps business owners and business families develop options, understand trade-offs and navigate the business succession process.
His family business experience taught him that ownership succession, unlike good jazz, is better when not improvised. Getting it right involves careful planning, clear communication and committed execution.
Andrew is a Director and past Chapter President of the Canadian Association of Family Enterprise, and is a CAFE Trained Family Council Facilitator. He has completed the Rotman School of Management SME Board Effectiveness Program, and has a Certificate of Achievement in Alternative Dispute Resolution from the University of Windsor Law School.
Andrew holds an Economics major from the University of Western Ontario and an MBA from Dalhousie University. He has completed study programs with the Canadian Institute of Chartered Business Valuators and the Canadian Securities Institute. He is the co-author of The Purchase and Sale of Privately Held Businesses, published by the Canadian Institute of Chartered Accountants.
Since 1994 Andrew has specialized in advising the owners of privately-held and family owned businesses on business succession strategy and transition planning. He has extensive experience in facilitating ownership transitions, in business valuation, and has advised on the purchase and sale of companies with values from $1 million to $100 million.
Co-Author of Purchase & Sale of Privately-Held Businesses