About this Event
WE INVITE YOU TO JOIN US AT THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) MONTHLY MEETUP - GROW YOUR ADVISORY SERVICES BUSINESS USING EXIT PLANNING
THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) 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:
- Self Intro
- The Business Exit/Transition Timeline & Value Chain
- Case Study Learning Moment – “Learning from experience”
- Table Sharing – Self-introductions, How Do I Fit, on Which Advisory Team & my case study value-add
- Next Steps – Building Advisory Teams & Synergies
- Open Networking
If you can't make the meeting, join the BEAN-YYC LinkedIn Group @ https://www.linkedin.com/groups/14095557/ to stay connected.
Facilitator: Rob Welke, B.Comm. CEPA is an Exit Planning & Execution Business Value Growth Coach, ensuring business owners have the people, tools & processes they need to ensure a maximum-value exit! He has over 35 years of experience as a serial entrepreneur, executive & coach.
#exitplanning #exitexecution #successionplanning #transitionplanning #esgconsciousbusiness #esg #sellingyourbusiness #exitplanninginstitute #valuebuilders #capitaliz #quistinsights #growthstrategy #growthtransformation #scalingup #transformationalchange #transformativeleadership #culturaltransformation #traction #10xgrowth
Event Venue & Nearby Stays
Hudsons Canada's Pub, 1201 5 Street Southwest, Calgary, Canada
CAD 0.00
