A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business

Event Overview

PART 1 – Ready, Set, Sell: Learn where to start.

Establishing goals and developing a selling strategy are the essential first steps in finding a suitable buyer for your practice. Your goals define what you accomplish through the sale, and your sales strategy will help you differentiate your practice for the enormous pool of potential buyers. Far too often practice owners do not take the necessary steps. In this session, Roland Chan, CEO of FindBob, will share initial things to consider prior when contemplating a sale, first steps in going to market and how to test the waters. Finally, he'll share how you can put this newfound knowledge into action on Coming Up Next™, IFB's exclusive member benefit.

PART 2 – Buyer be Ready: What you need to know.

Purchasing an insurance and investment practice calls for similar planning to that of a practice owner contemplating the sale of their business. As a prospective buyer, you'll need to determine what kind of practice would make the best purchase and how much you're willing to spend to achieve your acquisition goals. In this session, Roland Chan, CEO of FindBob, will help you define your acquisition framework where it's centered around ROI, practice synergies, increasing your overall capacity or growing market share. Like we do with our clients, Roland will share ideas on how you can create a robust structure to define the most suitable acquisition targets based on goals, resources, and risk tolerance. Lastly, buyers will be given a glimpse into how they can use Coming Up Next™ to help them realize their goals.

Roland Chan

Founder and CEO, FindBob

Roland’s career began in technology and saw him holding various software development and management roles and eventually starting his own consultancy in 2003. In 2008 he took his passion for agile approaches to managing software organizations and solving complex business problems and transitioned to running his family’s now 26 year old life insurance managing general agency.

Committed to organically growing a high performant sales organization, Roland has been recognized by GAMA International for achievements in Agency Building, Agency Achievement and Distribution Management. Roland is a Chartered Life Underwriter (CLU), a Certified Health Insurance Specialist (CHS).

Roland founded FindBob at the end of 2014. His mission is to vastly improve transition behaviour in the insurance and financial services industry to help firms and their distribution protect the value of their most precious asset, and to ensure that his industry lives up to the promise made to consumers - to be their for the duration of their lifetime.

Past Events

IFB Tech Expo - July 22

Jul. 22, 2026 to Jul. 22, 2026

Workshops & Webinars

IFB Member

$64 + tax

Non IFB Member

$114 + tax

Roland Chan

Founder and CEO, FindBob

Past Events

IFB Tech Expo - July 22

Jul. 22, 2026 to Jul. 22, 2026

12 PM - 4:15 ET

Online

Risk, Resilience, and Readiness

Jun. 25, 2026 to Jun. 25, 2026

12 PM - 3:30 PM ET

Online

The Assuris Confidence Framework

May. 27, 2026 to May. 27, 2026

12 PM - 3:30 PM ET

Online

2026 IFB Calgary Conference

Apr. 23, 2026 to Apr. 23, 2026

8:30 AM - 12:30 PM MT

BW Calgary Plaza Hotel & Conference Centre

2026 IFB Vancouver Conference

Apr. 22, 2026 to Apr. 22, 2026

1 PM - 5 PM PT

UBC Robson Square - Room C400/C420

Retirement & Estate Planning with RazorPlan

Mar. 25, 2026 to Mar. 25, 2026

12 - 1 PM ET

Online

2026 Virtual Spring Summit

Mar. 4, 2026 to Mar. 4, 2026

11 AM - 5 PM ET

Virtual

The Future of Financial Advice in Canada

Jan. 28, 2026 to Jan. 28, 2026

12-3:30 PM EST

Online

IFB Tech Expo - Dec. 10

Dec. 10, 2025 to Dec. 10, 2025

12 PM - 3:30 ET

Online

2025 Virtual Fall Summit

Nov. 19, 2025 to Nov. 20, 2025

11 AM - 5 PM ET

Virtual

2025 Alberta Fall Summit

Nov. 4, 2025 to Nov. 4, 2025

8 AM - 5 PM

BW Calgary Plaza Hotel & Conference Centre

2025 Toronto Fall Summit

Oct. 22, 2025 to Oct. 23, 2025

Day 1: 9 AM - 5 PM Day 2: 9 AM - 1:30 PM

Mississauga Grand Banquet & Event Centre

Portfolio & Market Insights with Fidelity

Sep. 17, 2025 to Sep. 17, 2025

12 PM - 2:10 PM ET

Online

Connecting the Dots: Turning Complex Plans into Client Clarity

Jul. 16, 2025 to Jul. 16, 2025

12 PM - 3:30 ET

Online

2025 IFB Tech Expo

May. 14, 2025 to May. 14, 2025

12 PM - 4 PM ET

Online

2025 Virtual Spring Summit

May. 7, 2025 to May. 8, 2025

11 AM - 5 PM EST

Online, wherever you are.

Perpetuating Growth Webinar

Apr. 8, 2025 to Apr. 8, 2025

12:00 PM - 2:30 PM EST

Online

2025 Winnipeg Regional Event

Jan. 16, 2025 to Jan. 16, 2025

8:30 AM - 4 PM (Subject to change)

Victoria Inn Hotel and Convention Centre

Day 1: 9 AM - 5 PM
Day 2: 9 AM - 1:30 PM

8:00 am to 6:00 pm
*details subject to change.

Best Western Premier Calgary Plaza Hotel and Conference Centre
1316-33 St. NE, Calgary, AB

Pearson Convention Centre
2638 Steeles Ave. E., Brampton, ON (Airport Rd. & 407)