CATHERINE OUELLETTE

Supporting enterprising families that have a passion for innovation and growth - where the business serves as the engine of transgenerational wealth creation. Catherine recognizes and respects the uniqueness of all individuals involved, and exercises an unbiased approach while working with the entire family business system: the family, ownership, and business management (‘System’):
- Works with business owners to assess and determine next steps for the company and the individual owner(s); answering the questions: i) is the business ready to sell or transition? If not, what's needed? ii) does the owner want to sell or transition; or stay and accelerate growth? iii) what's the personal and financial plan of the owner to position him/her for a meaningful and purposeful next chapter post business life?
- Governance structures and solutions to support alignment, communication and decision making. Confidential surveys to identify common and unique attributes, goals, desires, and motivations of stakeholders; followed by facilitation of workshops to develop an action plan for the System move forward on a long-term basis
As a consulting professional for family businesses, Catherine understands the dynamics and interrelationships between ownership, family members and the business. She works with clients to develop structures and solutions to achieve alignment across the System, with a goal to mitigating unproductive conflict and enabling business innovation, growth, and wealth creation for the family’s existing and future generations. During the process, Catherine advocates transparency, enriched communication and team building.
Catherine’s role as a family business consultant is augmented by years of experience in the financial industry where she worked for a leading global bank based in Canada. She held senior client coverage roles supporting ultra-high net worth families, privately held companies, and large multinational publicly traded companies. Working with family members, business owners, and the “C” suite, Catherine led multi-disciplinary teams to deliver tailored structures and solutions across bank debt, capital markets issuance, treasury management, wealth management and family governance and exit planning.
Supporting enterprising families that have a passion for innovation and growth - where the business serves as the engine of transgenerational wealth creation. Catherine recognizes and respects the uniqueness of all individuals involved, and exercises an unbiased approach while working with the entire family business system: the family, ownership, and business management (‘System’):
- Works with business owners to assess and determine next steps for the company and the individual owner(s); answering the questions: i) is the business ready to sell or transition? If not, what's needed? ii) does the owner want to sell or transition; or stay and accelerate growth? iii) what's the personal and financial plan of the owner to position him/her for a meaningful and purposeful next chapter post business life?
- Governance structures and solutions to support alignment, communication and decision making. Confidential surveys to identify common and unique attributes, goals, desires, and motivations of stakeholders; followed by facilitation of workshops to develop an action plan for the System move forward on a long-term basis
As a consulting professional for family businesses, Catherine understands the dynamics and interrelationships between ownership, family members and the business. She works with clients to develop structures and solutions to achieve alignment across the System, with a goal to mitigating unproductive conflict and enabling business innovation, growth, and wealth creation for the family’s existing and future generations. During the process, Catherine advocates transparency, enriched communication and team building.
Catherine’s role as a family business consultant is augmented by years of experience in the financial industry where she worked for a leading global bank based in Canada. She held senior client coverage roles supporting ultra-high net worth families, privately held companies, and large multinational publicly traded companies. Working with family members, business owners, and the “C” suite, Catherine led multi-disciplinary teams to deliver tailored structures and solutions across bank debt, capital markets issuance, treasury management, wealth management and family governance and exit planning.
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- Advisor Type: Family Business Advisor
- Website:
https:// - Phone: (416) 254-8241
- City: Burlington
- State: Ontario
- Postal Code: L6L 0H2
- Country: Canada
- Designations: CEPA, FEA
- Markets Served:
- Company Name:
CATHERINE OUELLETTE

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

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Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

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Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
