Join the Knowledge Forum to prepare for a business exit worthy of your life’s work

 

Over 50% of businesses are currently owned by baby boomers, most of them with no exit strategy.

If you are a business owner without a tangible exit plan, and you intend to retire within a few years, we invite you to join us at our first Knowledge Forum event. With a belief that integrated wealth management goes beyond ‘just’ investments, our Knowledge Forum events provide our clients with trustworthy, vetted professional advice to guide them through every life chapter.

Hosted by Bob Lawrence, CPA, CA, CBV,  Founder of VEER Business Advisors, this discussion will provide you fundamental information on:

  • Determining the value of your business & how to maximize this value
  • Understanding today’s buyer mindset
  • How to select a suitable buyer and partner with the right wealth advisor
  • Ensuring your legacy is safeguarded regardless of your objectives for the future

75% of business owners profoundly regretted their decision to sell just 12 months after selling! Don’t gamble with your legacy. Plan and prepare for an exit that’s worthy of your life’s work.

Cumulating over 22 years of expertise as the CFO/CEO of businesses in manufacturing, services and resource development, Bob Lawrence obtained his Certified Exit Planning Advisor designation and launched his own Value Enhancement/Exit Planning boutique firm in 2013. Since then, he has obtained his Chartered Business Valuator designation and has led approximately 80 engagements, supporting clients to improve value and sellability of their businesses.

Date: Thursday, September 19, 2019
Registration: 4:30PM
Scott Blair’s Market Update: 5:00PM
Keynote Bob Lawrence: 5:30PM
Buffet Dinner & Cocktails: 6:30PM
Location: Burnaby Conference Centre, 4331 Dominion Street