KELOWNA (OKANAGAN) BUSINESS EXIT ADVISOR NETWORK (BEAN-YLW) MONTHLY MEETUP

THE KELOWNA BUSINESS EXIT ADVISOR NETWORK (BEAN-YLW) IN-PERSON MEETUP - GROW YOUR ADVISORY SERVICES BUSINESS USING EXIT PLANNING!
About this Event

WE INVITE YOU TO JOIN US AT THE KELOWNA BUSINESS EXIT ADVISOR NETWORK (BEAN-YVR) MONTHLY MEETUP - GROW YOUR ADVISORY SERVICES BUSINESS USING EXIT PLANNING

THE KELOWNA BUSINESS EXIT ADVISOR NETWORK (BEAN-YVR) is for anyone (i.e. accountants, lawyers, tax specialists, brokers, bankers, personal financial planners, M&A advisors, consultants, etc.) who are trusted advisors for business owners. Every business owner deserves a maximum-value exit, but only 1 in 20 succeed. A successful transition takes a great advisory team to ensure owners have the personal & financial legacy they truly desire.

BEAN is where you can find the people, processes, tools and resources you need to better serve your client's transition needs. Think of it as a virtual bench of collaborative trusted business advisors, with every sort of expertise, whom you can recruit for your teams. Together we can give business owners the right advice & support at the right time to ensure their success.

Join us in sharing expertise & building our networks through 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.

In this meetup you will participate in discussions to explore:

1. Self Intro
2. The Business Exit/Transition Timeline & Value Chain
3. Case Study Learning Moment – “Learning from experience”
4. Table Sharing – Self-introductions, How Do I Fit, on Which Advisory Team & my case study value-add
5. Next Steps – Building Advisory Teams & Synergies
6. Open Networking

If you can't make the meeting, join the BEAN-YLW LinkedIn Group @https://www.linkedin.com/groups/14618052 to stay connected.

Facilitator: Todd Sanderson BA, CPA, CA, CEPA is an Exit Planning & Execution Business Value Growth Coach. Todd works to ensure business owners have the people, tools & processes they need to ensure a maximum-value exit! He has over 34 years of experience working with entrepreneurs as an executive & coach.

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