EXIT PLANNING 101 - WHAT YOU NEED TO KNOW!  BECAUSE ONLY 1 IN 10 SUCCEED

THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) is for anyone (i.e. accountants, lawyers, tax specialists, brokers, bankers, personal financial planners, M&A advisors, consultants, etc.) who are trusted advisors for business owners. Every business owner deserves a maximum-value exit, but only 1 in 20 succeed. A successful transition takes a great advisory team to ensure owners have the personal & financial legacy they truly desire.Effectively, you want to do everything you can to better serve your clients, which makes you the natural quarterback for an Exit Advisor Team. The most value you can provide to your business owner clients is to quarterback their exit advisor team FOR THEM. If they could have done it themselves, they already would have.BEAN is where you can find the people, processes, tools and resources you need to better serve your client's transition needs. Think of it as a virtual bench of collaborative trusted business advisors, with every sort of expertise, whom you can recruit for your teams. Together we can give business owners the right advice & support at the right time to ensure their success.Join us in sharing expertise & building our networks through active, engaging discussion on where we all fit & how we can create more value for each other by participating as part of an exit/transition/deal-making advisory team.

MExit Inc.

EXIT PLANNING 101 - WHAT YOU NEED TO KNOW!  BECAUSE ONLY 1 IN 10 BUSINESS OWNERS GET THE EXIT THEY TRULY WANT!

EXIT PLANNING 101 - WHAT YOU NEED TO KNOW! - Every business owner deserves a great exit, but only 1 in 10 business owners succeed in having the exit they truly want. Anyone who wants to exit their business in the next 5 years that isn’t already working per their transition plan is setting themselves up for failure. We invite you to join us in the Exit Planning 101 Workshop where participants learn what they need to know about exit planning to proactively set themselves up for a great exit. Attendees will take away an understanding of:<ol><li>An Exit Planning Overview &amp; Why Planning is So Critical</li><li>The Owner’s Personal Legacy Plan</li><li>The Owner’s Personal Financial Plan</li><li>The Business’s Financial Plan &amp; Gap Analysis</li><li>Deal Structuring &amp; Tax Planning</li><li>Your Business Growth Transformation Plan (having the most options to sell for more)</li></ol>You can also obtain a workbook after the session to guide you in developing your own exit plan. CFIB says that 76% of Canadian Small-medium businesses will be transitioning ownership in the next 10 years; creating a huge oversupply and a buyers market. Yet only 8% of business owners have a written plan in spite of the 1 in 10 success rate. This session will tell you what you can do to beat those odds. Also, the earlier you prepare, the more options you&#x27;ll have &amp; the more $ you will sell for! It is $100 for the session, but reach out to any of the organizers for a discount code (RP100). Note, there is a 100% satisfaction guarantee for a full refund. Also, you can get your Exit Planning 101 workbook to guide you in starting to document your exit plan after the session.Speakers: Brad Gaulin, P.Eng., MBA &amp; Rob Welke, B.Comm. CEPA are Exit Planning &amp; Execution Business Coaches, ensuring you as a business owner have the people, tools &amp; processes needed to sell your business for more! They are committed to you getting the personal &amp; financial legacy you truly want from your business. They have over 75 years of experience as serial entrepreneurs, executives &amp; business advisors. They’ve worked in industrial products/services, engineering, construction, financial services, innovation &amp; technology.

Our {communityGuidelinesLink} describe the sort of content we prohibit on Eventbrite. If you suspect an event may be in violation, you can report it to us so we can investigate.

To report other categories of prohibited or illegal content, submit {link}

EXIT PLANNING 101 - WHAT YOU NEED TO KNOW! BECAUSE ONLY 1 IN 10 SUCCEED

More events from MExit Inc.

Discover more events from MExit Inc., from Business to other experiences you might love.

Still looking for the right event?

Explore all online events to browse and filter by date, category, and more.

EXIT PLANNING 101 - WHAT YOU NEED TO KNOW! BECAUSE ONLY 1 IN 10 SUCCEED

More events from MExit Inc.

Discover more events from MExit Inc., from Business to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.

Still looking for the right event?

Explore all online events to browse and filter by date, category, and more.