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GROW YOUR ADVISORY BUSINESS BY HELPING BUSINESS OWNERS PLAN THEIR EXIT

Join us at this Exit Planning 101 - Online Workshop, where you’ll learn what you as a trusted business advisor need to know to help your clients exit their businesses successfully. Every business owner deserves a great exit, but only 1in10 succeed. As a trusted advisor, you have a responsibility to help them beat those odds.


This session is for any trusted business advisors (i.e. accountants, lawyers, tax specialists, brokers, M&A advisors, investors, bankers, consultants, etc.) involved in helping business owners in selling, buying or growing their businesses.


Event: EXIT PLANNING 101 – ONLINE WORKSHOP FOR TRUSTED ADVISORS

DATE: Thursday, April 20, 2023

TIME: 11:30am – 1:00pm MDT


Attend this online session where you’ll learn:

  1. An Exit Planning Overview & why planning is so critical

  2. The Owner’s Personal Plan

  3. The Owner’s Personal Financial Plan

  4. The Business Plan & Gap Analysis

  5. Deal Structuring & Tax Planning

  6. Your Business Growth Transformation Plan (giving them the most options to sell for more)



MEXIT EXIT PLANNING 101 WORKSHOP INVITE 2023-04-20
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