About this Event
Business Exit Advisor Network (BEAN) YEG – November Meeting
Are you a professional advisor serving business owners in areas such as law, accounting, financial planning, insurance, taxation, business coaching, consulting, business brokerage, or M&A?
If so, join us for the next meeting of the Business Exit Advisor Network (BEAN) YEG, a community of practice dedicated to helping business owners achieve the successful exits and transitions they envision.
With nearly 40% of Canadian business owners expected to transition ownership within the next five years, and most of their personal wealth tied to their businesses, the need for effective exit planning has never been greater. Yet many owners fail to realize the full value of what they've built.
Business owners need coordinated advice from a range of trusted professionals to maximize business value, achieve their personal and financial goals, and create the legacy they desire. BEAN YEG brings together advisors from multiple disciplines to share knowledge, referrals, best practices, lessons learned, emerging trends, and insights related to exit planning and business transitions.
Whether you are an accountant, lawyer, financial planner, tax specialist, business coach, consultant, business broker, M&A advisor, or other professional supporting business owners before, during, or after a transition, we invite you to join us.
This Month's Presentation
When employees are the last to be considered in a transition process.
Presented by Lori Power, Owner of MP Benefits Inc.
Lori is a published author of fiction and non-fiction, a Certified Exit Planning Advisor (CEPA), a Certified Facilitation Leader, holds the Queen’s University certificate for “Workplace Mental Health Leadership”, and the 2022 winner of the EBN Excellence in Benefits Award.fits Inc.
A strong believer in the value benefit and insurance consultants bring to their clients, she co-wrote “” a how-to work book for harvesting the most from your practice when the time is right for transition.
Event Details
Date: Tuesday, November 17
Time: 6:00 PM
Location: MKT Beer Market, 8101 Gateway Blvd NW, Edmonton
Join us to connect with fellow advisors, expand your professional network, and gain valuable insights into helping business owners achieve successful exits.
Feel free to bring a colleague or friend who shares an interest in exit planning
Event venue & nearby stays
MKT Beer Market, 8101, Edmonton, Canada
Concerts, fests, parties, meetups — all the happenings, one place.