Business Exit Advisor Network (BEAN) - YEG May Meeting

Are you a professional advisor to business owners in the areas of law, accounting, financial planning, insurance, tax, management consulting, etc.

If so, this meeting is a great opportunity to meet and learn from a group of professionals across all these disciplines and more who want to help their business owner clients achieve the successful exits and transitions they deserve.

Join us at the Business Exit Advisor Network - YEG November Meeting to connect with other professionals and gain valuable insights on busines

The BUSINESS EXIT ADVISOR NETWORK YEG Meetup is for advisors involved in exit planning who believe that every business owner deserves a great exit. BDC says that 40% of Canadian businesses will transition ownership in the next 5 years, 85% of their net worth is tied up in their businesses and only 1 in 10 is selling for the full value they hoped for.

To fix this problem, business owners need the best advice they can get from a variety of experts to help ensure they have the personal and financial legacy they truly want from their business. We are building an informal peer network to help each other in servicing the needs of business owners preparing to exit their businesses. Our goal is to collaboratively help each other by sharing referrals, experiences, lessons learned, best practices, new insights, trends and changes in exit planning and execution. If you are an accountant, lawyer, personal financial planner, tax specialist, business coach, M&A advisor, Business broker, etc. that is involved in helping business owners before, during and after the sale, please join us.

This month's guest presenter is Dan Cathcart from Cathcart Financial Ltd. Dan Cathcart is a financial advisor in his 23rd year of practice, specializing in working with business owners. He helps clients build intergenerational wealth while minimizing taxes, bringing clarity and strategic structure to the complex financial decisions business owners face. His presentation is titled: How business owners use permanent life insurance to build and protect wealth.

The BUSINESS EXIT ADVISOR NETWORK YEG Meetup is being held on Tuesday May 19th @ 6:00pm – MKT Beer Market - 8101 Gateway Blvd NW, Edmonton

Join us and bring a friend.

Event Venue & Nearby Stays

MKT Fresh Food | Beer Market, 8101 Gateway Boulevard Northwest, Edmonton, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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