In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions.

Throughout the conversation, Gerard delves into essential concepts like the three types of business leaders, capital structure optimization, and practical approaches to strategic planning that drive sustainable value. He emphasizes the importance of staying current with emerging technologies, building resilient management teams, and balancing risk management with growth opportunities. Listen to our latest episode to hear Gerard's insights on creating lasting business value, implementing strategic governance frameworks, and developing capital structures that help family enterprises thrive while securing their financial legacy.

About Gerard McInnis

Gerard McInnis is a Senior Partner with Kalos in the Valuation & Financial Modelling practice, contributing across the full transactions lifecycle with over 30 years of experience in business valuations, strategy, governance, and operations. As an active private company board Chair & Director, including Chair of the Board for Cashco Financial Services Inc. and a MacKay CEO Forum Chair, he remains immersed in current business challenges, risks, and opportunities while bringing valuable perspective from his previous role as a partner at a Big 4 accounting firm where he led their regional valuations practice and national power & utilities industry team.

Beyond his professional achievements, Gerard demonstrates strong commitment to community service, having recently chaired Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada, and currently serving as a member of the Institute of Corporate Directors Calgary Chapter Executive. His comprehensive background spanning financial advisory, corporate governance, and community leadership positions him as a well-rounded business leader who effectively bridges technical expertise with strategic vision across multiple sectors.

Resources discussed in this episode:

• Kalos LLP I Transactions Diligence Advisory
• MacKay CEO Forums: CEO & Executive Peer Support
• Cashco Financial
• Institute of Corporate Directors

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Gerard McInnis | Kalos Transactions Advisory:

• Website: kalosllp.ca
• LinkedIn: Gerard McInnis
• Email: gmcinnis@kalosllp.ca
• Phone: (403) 470-9827

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

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