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Why Small-Business owners cause their own EXIT to fail, and what to do about it

Plan Genie

Friday, 7 February 2020 from 7:30 AM to 12:00 PM (PST)

Why Small-Business owners cause their own EXIT to...

Ticket Information

Ticket Type Sales End Price Fee Quantity
General Admission   more info 6 Feb 2020 $450.00 $0.00

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Event Details

Who is this for?

This workshop is for Lawyers, Accountants, Financial / Estate Planners and other professionals operating in the realm of Mergers & Acquisitions and Succession planning.

(4) CPD hours 


Workshop Description



When small -business owners are preparing for an exit, either by selling to a 3rd party, or by succession to the next generation, there are plenty of professional service providers available to help them with legal, financial and estate planning issues.

However, many businesses never sell because the management team cannot function independently from the owner:

  • many owners have worked in their business all their lives, for 60-80 hours every week
  • they make the decisions
  • they are the glue that hold things together
  • they are the grease that make things work


As a result:

  • responsibilities have not been identified among team members
  • systems and processes are not in place
  • the value and sellability of the business is diminished
  • the business is likely to fail or underperform after the owner’s departure



For lawyers, accountants and others involved in M&A and Succession Planning it is important that they can identify the above described problem in an early stage. Addressing this issue in a timely fashion can improve the likelihood of a successful exit as well as substantially increase the value of the business.



Statistics show that businesses that run from a written plan are 30 - 50% more successful than those that don’t. Working from a written plan provides clarity to an organization’s key players in terms alignment, accountability and teamwork. Yet, fewer than 20% of small to medium size business owners know how to create a written plan, or fail to execute.


Plan Genie© is an easy-to-use and effective cloud-based program that provides a 4-step approach to developing a written plan from which to transform a business:

Step 1: Set clear 3 year goals (“desired state”)

Step 2: Embed values and identify impediments

Step 3:Understand your current situation (“current state”)

Step 4: Create powerful action plans to bring business from “desired state” to “current state”



During this 4-hour workshop, participants:

  • learn why a written plan is important for successful succession
  • learn how to implement an effective and comprehensive planning process
  • understand how this program will help your clients


Participants are encouraged to bring their own laptop so they can use the web based Plan Genie platform during the workshop.



  • The workshop is approved by the BC Law Society for (4) CPD hours.
  • Accountants and other professionals may be eligible to claim Professional Development hours per their own program requirements
  • Business owners and their employees may be eligible for a 60% BC Employer Training Grant (Stream 3: Workforce Training).
  • We also offer in-house workshops, dedicated to a company’s management team & unique situation.


Brian Gardiner - Director of Partner Relationships and Community Development
TEC Chair, CEO Group

I’m doing something radical again, I’ve taken my knowledge and expertise surrounding business education, planning and coaching and packaged it into an online, interactive product. Over the past number of years I’ve had an internal drive to spread the real secret of business success to a wider audience. “Life’s too short not to have fun and be happy in business”.


Jaap Siekman MSc, PEng, PMP- Certified Plan Genie Trainer
Transformix Consulting

Based on his 30 years of experience in Engineering, Operations and Business, Jaap brings a practical and effective approach to training clients on developing a written transformation plan, coaching them during the execution of that plan, and introducing tools to improve their operational processes. His goal is to help the many small-business-owners-looking-for-an-exit to improve the sellability of their business, as well as strengthen the operation of Canadian SME's in general.

Have questions about Why Small-Business owners cause their own EXIT to fail, and what to do about it? Contact Plan Genie

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When & Where

KEY Financial Group
2031 McCallum Rd, unit 402
Abbotsford, BC

Friday, 7 February 2020 from 7:30 AM to 12:00 PM (PST)

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Plan Genie


Plan Genie is the simplest and fastest way to build a working business plan – and we teach you how to plan while you go! With our easy to use interface, and video assistance to help you understand not just how to plan for your success, but why planning is so important.

Simply put, we take the complication out of creating your business plan. By following our step by step instructions, you can have your plan completed in as little as a few hours.

Be part of the 10% of successful entrepreneurs who have this skill

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