You've Built the Business but Have you Built Wealth: Exit Readiness Seminar

Built a business but not built wealth yet? Join our expert panel on exit readiness and maximizing business value. Limited to 20 seats.
About this Event

Brought to you by Smythe LLP, Spirit West Management, VELA Wealth, and BBB.

Building a successful business doesn't automatically lead to financial security or personal freedom.

For many owners, their business is their greatest source of wealth—but understanding its value and planning for an exit or sale can mean the difference between seizing an opportunity and being forced to react.

Join us in person for a candid, story-driven panel discussion that explores why so few owners successfully convert years of business success into lasting personal wealth.

Hear practical insights from experienced advisors who help business owners navigate growth, transition, succession, and exit planning, and learn what steps can be taken today to build, protect, and realize the full value of your business.

What You Will Learn

• Why the business decisions you make today matter
• How growth strategy, financial management, reporting, and investment decisions influence long-term business value
• The risks of waiting too long to plan for transition or exit
• Common blind spots that can reduce value or limit future options
• Practical strategies to help build, protect, and realize the full value of your business

Who Should Attend

• Owners of established businesses with $5M+ in revenue and significant personal wealth tied to the business
• Owners considering a future sale, succession, ownership transition, or retirement
• Business owners who have received acquisition interest but aren’t sure they’re truly exit-ready
• Owners looking to maximize business value and prepare for a successful transition
• Owners who believe an exit is years away but want to understand and improve their options today

Seminar Details

Date: Thursday, September 17, 2026

Time: 9:30 –11:30 a.m.

Location: BBB, British Columbia & Yukon, Suite 500-1190 Melville St, Vancouver, BC

Panelists

• Lorraine McGregor, Spirit West Management Ltd.
• Arthur Klein, Smythe LLP
• Rob Wallis, VELA Wealth

This in-person seminar is designed to provide practical insights for business owners who want to build long-term wealth, increase business value, and prepare for future opportunities.

Don't wait until someone wants to buy your business to discover what your business is truly worth to you.

Capacity is limited to 20 business owners, and spots are available on a first-come, first-served basis. If your plans change, please notify us so we can update your reservation and open a space for another attendee.