M&A Education | OpnRoad

Collaborators

Trusted professionals in the OpnRoad network.

M&A Education | OpnRoad

To achieve our goal of assisting 100,000 entrepreneurs experience profound fulfillment, we surround ourselves with the best people in our industry.

Greg Maddox

Senior Advisor at Cultivate Advisors

As a serial entrepreneur, Greg Maddox provides his clients with the same long-term planning he used to make his own businesses successful. From owning a mortgage company that went through the housing bubble crisis to a financial services company during the ’08 financial crash, Greg steered his businesses with clear foresight no matter the turbulent environment.

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Now, as an advisor, Greg brings exit planning into the present and helps his clients live their Ultimate ExitLifestyle—even if they never sell! And for those ready to move on to the next chapter in their lives, he ensures they are mentally and financially prepared to fund their next step and live an amazing life.

Throughout his time building companies and advising leaders, Greg understands that the fundamentals of good business do not change. The same pillars that build a strong organization are the ones that are critical for success when transitioning or exiting from a company.

Many people who come to Greg feel like they own a job, not a business. But, with his help, his clients start to dream bigger and regain excitement in their work. Greg works with his clients to help them understand how valuable their businesses can be and see the real possibilities in their businesses and lives.

Krystin Kempton

Partner at Nixon Wenger LLP

Krystin has a general solicitor’s practice, advising corporate and individual clients on corporate and commercial transactions, lending and borrowing, estate planning, estate administration, residential real estate and commercial real estate matters.

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Prior to working at Nixon Wenger LLP, Krystin practiced corporate and securities law at a large national law firm.

Krystin was recently named one of Vernon’s “Top 20 Under 40” professionals and served two terms as President of the Greater Vernon Chamber of Commerce.

Jaap Siekman

Business Coach at Transformix

Jaap (pronounce “Yaap”) is a seasoned Business Coach with 30 years of prior experience in Engineering & Operations Management, Project Management and Continuous Improvement (“LEAN”).

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Jaap brings a practical and effective approach to helping his clients achieve dramatic Business Transformation, resulting in improved operational efficiencies, productivity & profitability, happier staff (improved retention) and reduced stress & improved work-life balance for the owner. He brings a plethora of experience-proven tools to the table to guide & support his clients’ Operational and Organizational Change Management.

Jaap is married, has 2 young adult aged children. He stays active by going to the gym, fencing and running, he  plays drums and djembe, dabbles in hobbies like wood carving, pottery and cheese making. He has served as volunteer Treasurer for community organizations, is a Volunteer Advisor with the Canadian Executive Services Organization (CESO) working with entrepreneurs in developing countries and within Canada’s First Nations, and is a volunteer mentor with Engineers & Geoscientists of BC (EGBC).

Dustin Serviss

Wealth Planner at ServissWealth

Upon meeting Dustin for the first time it does not take a person very long to realize that “Adventure” is a major part of Dustin’s life. Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions.

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Outside his practice he is never shy of experiencing something unique with his clients. From fishing 200lb Sturgeon Fish to Racing Exotic Cars in Las Vegas, Dustin always try’s to fit something new in.

Work ethic and academic achievements were recognized early on in being awarded a scholarship from the Kelowna Golf and Country Club, which he applied to an education in Civil Engineering, leading him to an initial career in Calgary. However, his Okanagan roots remained grounded, and in 2005 Dustin moved back to Kelowna to pursue a new professional path in the financial services industry. After 8 prosperous and valuable years working as a senior associate with a large, local independent advisory group, Dustin launched Serviss Wealth Management in November, 2014.

Life-long learning is a core belief for Dustin, and while he has many letters behind his name, he strives to acquire new knowledge and is eager to share it to the benefit of his clients and friends. Helping others in the business realm, as evidenced in assisting with the Advocis Eduvacation for financial advisors in 2013, Dustin is committed to community service as well: business mentoring of S.D. 23 high school students, volunteering with Junior Achievement, Ambassador for the Chamber of Commerce, past member of Central Okanagan Search and Rescue, and supporter of KGH Foundation. He enjoys hosting client events designed to get people involved and active, have fun and where local charities are the benefactors of any proceeds.

Dustin, his wife and two sons enjoy an active and adventurous Okanagan lifestyle, participate in a variety of outdoor and cultural activities, and appreciate the people, amazing food and wine and the vibrant culture of Kelowna.

Designations:

  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Chartered Investment Manager (CIM)
  • Certified Health Specialist (CHS)

Renee Russo

Business Coach at Rise Up

Renée Russo embarked on her entrepreneurial journey with a singular goal: the desire to help people realize their freedom. In helping her husband turn around their underperforming technology business, Renee discovered her unique ability to simplify, structure and scale businesses, empowering owners to get unstuck and realize their freedom. 

More about Renee...

Renee launched her EOS Implementer practice in 2018 and quickly became a change-maker in the space of business performance optimization. In teaching leaders how to implement the Entrepreneurial Operating System®, Renee developed a proven track record for helping entrepreneurial leadership teams gain traction, and in doing so has helped hundreds of business owners get what they want from their business.  

Renee’s passion for helping owners get unstuck and realize freedom did not stop there. She wanted to ensure that business owners were building a significant business that is valuable, predictable, and transferrable, giving them freedom to exit on their own terms and timeline. In 2022, Renee became a Certified Exit Planning Advisor (CEPA) and now uses the Value Acceleration Methodology from the Exit Planning Institute to teach owners how to build their business with their exit in mind and empower them to unlock the wealth trapped inside of their business in alignment with their personal and financial plans.  

Working closely with countless entrepreneurs, Renée identified a common challenge: owners themselves. Resistance to change, low energy, and low confidence were getting in the way of them realizing the one thing they all wanted: FREEDOM. Due to their frustrations and fears, most would dig in further, hold on tighter, and actively work against their own desire to realize their freedom. 

Renee had seen the power of systems in their ability to create clarity, increase capacity, and sustain results. She wondered, could this work on an individual level too? As her life crashed down around her in 2021, she realized her own life was the perfect avenue to put this idea to the test. Renee made the brave decision to get back up off the pavement and pursue her path toward self realization and personal freedom. 

After devouring a vast amount of resources and methodically testing every tool and discipline she could get her hands on, she distilled everything she had learned into a simple, practical and sustainable energy management system called ASCENSION. Today, Renee guides others to implement the Ascension system to help them focus their mind, elevate their energy, and realize their freedom. 

Renee believes that the definition of freedom is to choose self over all else. She is adamant that all humans are worthy of being free, and moreover, all entrepreneurs can realize their freedom if they are willing to harness the power of 3 key systems: 

  1. A system for the business. 
  2. A system for their wealth. 
  3. A system for themself.  

While each system will derive some benefits on its own, only when all three legs of the stool are strong can entrepreneurs truly realize freedom in all areas of life.

Axel Christiansen

Partner at Relay Transition Partners

Prior to joining Relay Transition Partners in 2022, Axel spent 30 years focused on providing sell-side M&A and corporate finance support to owners of small to medium sized businesses (SMBs) in Western Canada. He has worked with companies across a broad range of industries including HVAC, manufacturing, SaaS, distribution and retail.

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He has successfully facilitated sales to strategic acquirers, private equity groups, family offices, search funds and individual buyers.

Axel graduated from UBC with a Bachelor of Arts (Economics), completed the UBC MBA course curriculum on full scholarship and is a CFA charter holder.

Steve Wade

Commercial Capital Advisor at Ashdown Capital

Steve has over a decade of experience in private equity acquiring and operating privately held companies in North America in a wide variety of industries. He has raised debt and equity capital, acquired companies & real estate, hired and mentored executive teams, chaired and sat on boards, driven strategic planning, and also been an operator.

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Steve’s perspective on financing has come from years of working with banks as a business owner. He joins Ashdown Capital to be an advocate for other owners and executive teams to help get them the best possible financing solution for their circumstance. Steve has specialized in a variety of industries over the years including but not exclusive to; logistics, building products, agricultural equipment, distribution, niche manufacturing, insurance, real estate, healthcare & technology.

Originally from Australia, Steve splits his time between Victoria and Vancouver with his wife Jill. He currently volunteers his time mentoring and advising leaders at a number of nonprofit organizations and early-stage startups.  The ocean and the backcountry are Steve’s happy places. It’s not uncommon to see him studying marine charts and topographical maps to plan his next adventure.

Robert Irwin

CEO at Acquirewell by Village Wellth

Rob is a financial innovator working to bring transparency and creativity to the financial services industry. With over 20 years of experience in the financial markets, he is positioned perfectly to build the next industry solution in business acquisition.

Let’s Connect

We are looking forward to connecting with you.

Jim Yerxa, Partner, Atlantic M&A

Let’s Connect

We are looking forward to connecting with you.