JOIN THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) IN-PERSON MEETUP - GROW YOUR PROFESSIONAL SERVICES BY QUARTERBACKING YOUR CLIENT'S BUSINESS EXIT ADVISOR TEAM FOR THEM
(If registration says the event is sold out, please attend regardless as the venue can accommodate more people)
THE BUSINESS EXIT ADVISOR NETWORK (BEAN) - BEAN 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, 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. In this online meetup we will have small group discussions to explore:
- The Business Exit/Transition Timeline & Value Chain
- Self-introductions, How You Create Value for Your Clients, & Where You Fit in the Exit Lifecycle & the Exit/Business Growth Teams
- How Others Fit in the Advisory Teams & Potential Synergies
- How We Can Work Together to Collaboratively Grow Our Businesses & Better Serve Our Clients
If you can't make the meeting, join the BEAN-YYC LinkedIn Group @ https://www.linkedin.com/groups/14095557/ to stay connected.
Facilitators: Brad Gaulin, P.Eng., MBA & Rob Welke, B.Comm. CEPA are Exit Planning & Business Value-Acceleration / Growth-Transformation Coaches, ensuring business owners have the people, tools & processes they need to grow the business to ensure a maximum value exit! They have over 75 years of experience as serial entrepreneurs, executives & business advisors. They’ve worked in industrial products/services, engineering, construction, financial services, innovation & technology.
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