From Owner to Exit: Building Your Succession Planning Advisory Team
About this Event
Thinking about selling your business, but not sure where to start? One of the most important (and often overlooked) factors in a successful exit is having the right team of advisors around you.
Join us on June 10th for an in-person panel discussion featuring a business broker, banker, accountant, and lawyer - each playing a critical role in guiding business owners through the sale process.
In this session, you’ll learn how to:
- Understand the role each advisor plays in a successful business sale
- Build the right team at the right time in your exit journey
- Prepare for financing discussions and what lenders look for
- Avoid common pitfalls that can delay or derail a transaction
- Navigate the process with confidence, clarity, and the right support
This interactive session will include a short presentation followed by a panel discussion and Q&A, giving you the opportunity to hear directly from experienced professionals and get your questions answered.
Whether you’re planning to sell in the next few years or simply exploring your options, this session will give you a clearer picture of what it takes to prepare for a successful exit.
Agenda
🕑: 09:30 AM - 10:00 AM
Coffee & Networking
🕑: 10:00 AM - 11:00 AM
Presentation/Seminar
Host: Mike Lenz (Chinook Business Advisory Ltd.)
🕑: 10:30 AM - 11:00 AM
Networking
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
