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.

 

 

{custom_meta_description=Catherine Ouellette - CEPA, FEA - CMO Governance & Family Business Inc. - Oakville, Ontario, profile_url=[object Object], city=Oakville, display_country=Canada, profile_description=

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.

 

 

, hs_object_source_label=IMPORT, url_slug=catherine-ouellette, lname=Ouellette, designations=[CEPA, FEA], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/OUELLETTE-CATHERINE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605487, cohortium_profile_title=Catherine Ouellette | Family Business Advisor | CEPA Connect Member, state=Ontario, hs_was_imported=true, id=5630616352, designations__text_=CEPA, FEA, advisor_type=Family Business Advisor, member_profile_approval_flag=true, custom_page_title=Exit Planning Institute - Find a CEPA | Catherine Ouellette, email=cmouellette@bell.net, cohortium_meta_description=Connect with Catherine Ouellette, a specialized Family Business Advisor based in Ontario. Credentials include: CEPA, FEA., associated_contact_record_id=19060901, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4668_Ouellette_CEPA-Certificate-2023-January.pdf, pending_profile_information={"valuesForReview":{"profile_url":{},"name":"Catherine","lname":"Ouellette","email":"catherine@encompassvaluation.com","state":"Ontario","phone":"(416) 254-8241","postal_code":"L6L 0H2","website":"encompassvaluation.com","designations__text_":"CEPA, FEA","advisor_type":"Business Consultant","city":"Oakville","display_country":"Canada","company_name":"","markets_served":"","profile_description":"

Catherine is a consulting professional and founder of Encompass Valuation Advisors. She helps business owners prepare and/or decide whether to keep, transition or sell their business. The process focuses on 3 equally important legs: i) optimizing business value; ii) developing the owner’s personal financial readiness plan; and iii) developing the owner’s plan for life-after-business.

Catherine works with owners of small, medium and large companies. Following preliminary discussions and agreement with the owner(s), Catherine assembles and leads a multi-disciplinary team to develop, implement and execute a master plan. The team typically includes the owner, key members of the business and family, and key external professionals (investment/financial advisors, M&A advisors, accountants, tax experts, estate planners, etc.). As a Certified Exit Planning Advisor and Family Enterprise Advisor, she understands the dynamics and interrelationships between ownership, family members, the business, and external stakeholders.

Catherine’s role as a consultant is augmented by years of experience in the financial industry where she worked for a leading Canadian global bank and a US global bank, both based in Canada. She held senior client relationship roles supporting some of the bank’s largest ultra-high net worth families, privately held companies, and large multinational publicly traded companies. Working with business owners, familiy members, 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.

Catherine holds a BA Economics from the University of Waterloo, and MBA from Niagara University. She is on the Board of Directors for the Oakville Art Society, and is a member of the Exit Planning Institute, Family Enterprise Canada, Institute of Corporate Directors (individual) and the Oakville Club.

Catherine lives in Oakville with her husband and their two poodles. Outside her business activities she take art classes, creates oil paintings, and enjoys travel, Pilates, yoga, tennis, pickleball, renovating and decorating.

 

"}}, is_editable=editable, url_slug_2=catherine-ouellette, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/catherine-ouellette?impersonation=true, full_name=Catherine Ouellette, hs_lastmodifieddate=1775479255220, phone=(416) 254-8241, company_name=, name=Catherine, hs_object_id=5630616352, associated_resources=0, hs_object_source=IMPORT, postal_code=L6L 0H2, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=26688115}