Business Value by Design | Wealth Workshop for Business Owners

Ready to learn how to achieve higher business value right now and for when you exit? Join us for Business Value by Design from the Monai Wealth Financial Clarity Series. This is an in-person session designed for business owners who want to understand what their business is truly worth — and leave with a clear, actionable strategy to maximize that value before they ever think about selling.

Date & Time:

September 15,

1:00pm - 4:00pm

Location:

Touchdown Coworking, 2030 Bristol Circle, Suite 210, Oakville, Ontario

Presented By:

Helen Ching, RRC, MBA, P.Eng.

Wealth Advisor | Monai Wealth

Format:

3-hour in-person session, with concept and case study in the first two hours, and an interactive workshop in the last hour. Bring your laptop for the hands-on exercise.

Fees:

Space is limited. Grab your spot early.

Super Early Bird until August 15 : $139 + HST

Early Bird until August 30: $189 + HST

Regular until September 15: $239 + HST

Who it’s For:

✔️ Business owners who want to know what their business is actually worth — and what's holding that number back
✔️ Entrepreneurs planning to sell, transition, or simply build a more valuable and resilient business
✔️ Business owners who want to understand how structure, tax planning, and the right decisions today can dramatically change their outcome tomorrow

What You'll Walk Away With:

• A clear understanding of what your business is actually worth — and exactly what drives that number up or down, before eventual exit.

• Real-world insight through the story of a business owner who nearly tripled his valuation in four years using three intentional decisions.

• The confidence and a concrete action plan to start building business value from where you are right now.

Photography & Recording Consent

By registering for and attending this event, you acknowledge and agree that the event may be photographed, filmed, audio-recorded, and/or live-streamed. You grant the organizers the irrevocable right to capture your image, likeness, voice, and any statements made during the event, and to use, reproduce, edit, and share this content across any media—including social media, websites, marketing materials, and promotional channels—without compensation, notice, or further approval.

If you do not wish to be recorded or photographed, please notify a member of the event staff upon arrival, and we will make reasonable efforts to accommodate your request.