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EXIT PLANNING 101 - WHAT YOU NEED TO KNOW! VIDEO PRESENTATION


EXIT PLANNING 101 - Every business owner deserves a great exit, but if you want to transition out of your business in the next 5 years & you aren’t already executing your exit plan, you’re setting yourself up for failure!


This “Exit Planning 101 – What You Need to Know” video is a 2-hour Workshop, where you’ll learn what you need to know & how to start building your exit plan. It gives business owners a basic understanding of how they can set themselves up for a great exit. There is also a MExit Exit Planning Workbook that accompanies this program which is available upon request. The session covers:

  1. Exit Planning 101 Overview

  2. The Owner’s Exit Plan - Personal Legacy Plan

  3. The Owner’s Exit Plan - Personal Financial Plan

  4. The Owner’s Exit Plan - Business Financial Plan

  5. Exit Options, Deal Structure & Tax Planning

  6. The Business Growth Transformation Plan; the key to selling for more.

BDC says that 40% of Canadian Small-edium businesses will be transitioning ownership in the next 5 years; that is a tidal wave of business sales. Yet only 1 in 10 get the exit they'd hoped for. This session will tell you what you can do to beat those odds. Also, the earlier you prepare, the more options you'll have & the more you will sell for!


Speakers: Brad Gaulin, P.Eng., MBA & Rob Welke, B.Comm. CEPA are Exit Planning & Execution Business Coaches, ensuring you as a business owner have the people, tools & processes needed to sell your business for more! They are committed to you getting the personal & financial legacy you truly want from your business. 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.


MEXIT 120 MINUTE EXIT PLANNING 101 PRESENTATION 2022-11-17
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