Every business owner deserves a great exit, but only 1 in 10 succeed. A great exit takes a great advisory team because together we can ensure a lot more business owners will have the personal & financial legacy they truly want from their businesses. Our goal is to grow a collaborative network of trusted business advisors who can team together to give business owners the right advice at the right time to ensure their success. Think of the situations where, "I don't do that, but I know some great people & will introduce you...." Watch the video here: https://youtu.be/Z5VymOlCwxw
The Business Exit Advisor Network (BEAN) is for anyone (i.e. accountants, lawyers, tax specialists, brokers, M&A advisors, consultants, etc.) involved in helping business owners either selling, growing or buying their businesses. We are building a flexible partner network to help each other in better servicing the needs of business owners preparing and transitioning out of their businesses or buying businesses. Join in to participate in an 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.
You can listen to the group discussion to explore:
1) The Business Exit/Transition Timeline & Value Chain
2) Your Role & Opportunities for More Business in the transition process
3) How Others Fit in the Advisory Team & Potential Synergies
4) How We Can Work Together to Collectively Grow our Businesses
Facilitators: Brad Gaulin, P.Eng., MBA & Rob Welke, B.Comm. CEPA are Exit Planning & Execution Business Coaches, ensuring business owners have the people, tools & processes they need to grow the business to ensure the best 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. You can download the slides from the session below: