From Owner to Exit: Building Your Succession Planning Advisory Team

​Thinking about selling your business, but not sure where to start? One of the most important (and often overlooked) factors in a successful exit is having the right team of advisors around you.

​Join us on June 10th for an in-person panel discussion featuring a business broker, banker, accountant, and lawyer - each playing a critical role in guiding business owners through the sale process.

​In this session, you’ll learn how to:

• ​Understand the role each advisor plays in a successful business sale
• ​Build the right team at the right time in your exit journey
• ​Prepare for financing discussions and what lenders look for
• ​Avoid common pitfalls that can delay or derail a transaction
• ​Navigate the process with confidence, clarity, and the right support

​This interactive session will include a short presentation followed by a panel discussion and Q&A, giving you the opportunity to hear directly from experienced professionals and get your questions answered.

​Whether you’re planning to sell in the next few years or simply exploring your options, this session will give you a clearer picture of what it takes to prepare for a successful exit.

Event Venue & Nearby Stays

BMO Bank of Montreal, 595 Burrard Street, Vancouver, Canada

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

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