About this Event
Thinking about selling or transitioning your business in the next few years? Are you doing the right things today to prepare for a successful exit?
Whether you're planning to sell in two years or ten, the decisions you make now can have a significant impact on the value of your business and your future options.
Join TechConnex and Apex Capital Advisors for Getting Exit Ready, a full-day summit designed to help business owners, founders and senior leaders build stronger, more valuable and transferable businesses.
Hear from experienced professionals and business leaders as they share practical insights into business valuation, succession planning, tax and legal considerations, financial readiness, leadership and the systems that make a business more attractive to potential buyers.
You don't need to be ready to sell. You need to be ready to start preparing.
What You'll Learn
Preparing for a business exit involves much more than finding a buyer. Throughout the day, we'll explore the key considerations that can influence your business's value, transferability and long-term success.
- Understand what drives business value. Learn what potential buyers look for and how to strengthen your business before going to market.
- Prepare financially. Explore valuation, tax strategies, financial planning and other considerations that can affect your exit.
- Build a business that can operate without you. Understand the importance of systems, processes, governance and reducing owner dependency.
- Strengthen your leadership team. Consider how people, succession planning and management continuity influence business readiness.
- Navigate the legal and structural considerations. Learn about important decisions and potential risks to address well before a transaction.
- Plan for your next chapter. Think beyond the sale itself to your personal financial future, goals and legacy.
What to Expect
This is a full-day learning and networking experience designed to provide practical information you can use to start preparing your business for its next chapter.
Attendees can expect:
- Expert insights: Hear from experienced speakers covering the financial, legal, operational and leadership aspects of business transition.
- Economic perspective: Gain insights from keynote speaker Pierre Cléroux, Vice President, Research and Chief Economist at BDC, on the economic landscape and trends shaping business ownership and succession.
- Practical takeaways: Identify opportunities to strengthen your business, address potential gaps and make more informed decisions.
- Meaningful connections: Network with fellow business owners, executives and professionals who understand the challenges of growing and transitioning a business.
- Speaker materials: Receive presentation materials shared by participating speakers following the event, where permission has been provided.
Who Should Attend?
This summit is designed for:
- Business owners and founders considering selling or transitioning their businesses within the next 2–10 years.
- CEOs and senior executives responsible for preparing a business for its next stage of growth or ownership.
- Owners who aren't sure whether their business is ready for a future sale.
- Entrepreneurs who want to maximize business value, reduce risk and keep their options open.
- Family business owners navigating succession and leadership transitions.
You don't need to have an exit date or a buyer in mind. If you want to build a business that's stronger, more valuable and less dependent on you, this event is for you.
Event Details
Date: Tuesday, November 24, 2026
Time: 8:30 AM – 4:00 PM
Location: 40 King Street West, Suite 6600, Toronto, Ontario
Format: Full-day, in-person summit featuring presentations, practical insights and networking opportunities.
Why Attend Now?
The best time to prepare for a business exit isn't when you're ready to sell. It's when you still have time to make meaningful improvements.
Whether your goal is to sell, transition to the next generation or simply build a business that can thrive without you, Getting Exit Ready will help you better understand the decisions that matter and the steps you can start taking today.
Agenda
🕑: 08:00 AM - 08:50 AM
Registration and Networking
🕑: 08:50 AM - 09:00 AM
Welcome Address
🕑: 09:00 AM - 09:45 AM
KEYNOTE: BDC's Economic Outlook: Preparing for Canada's Business Transition
Info: Join BDC's Chief Economist, Pierre Cléroux, for a forward-looking economic outlook focused on what Canadian entrepreneurs need to know, and do, as Canada enters a period of significant business transition. This session will explore how demographic trends, economic uncertainty and geopolitical developments are reshaping the business landscape, and how entrepreneurs can position themselves for long-term success.
This session will provide actionable insights to help entrepreneurs make informed decisions and prepare for the next phase of Canada's economic evolution.
🕑: 09:45 AM - 10:30 AM
Strategies to Maximize Exit Value When Selling Your Business
Info: This session will focus on getting your company ready for a sale viewed through the lens of a prospective buyer. Preparation is key to optimizing the value of your business and ensuring a smooth process with a high likelihood of success.
This will be a practical guide to getting your company ready for any transaction based on decades and billions of dollars of transaction experience.
🕑: 10:30 AM - 11:00 AM
Networking and Coffee Break
🕑: 11:00 AM - 11:45 AM
Tax Strategies and Succession Planning
🕑: 11:45 AM - 12:30 PM
Lunch and Networking Break
Info: Lunch is Provided
🕑: 12:30 PM - 01:15 PM
Legal Considerations for Selling Your Business
🕑: 01:15 PM - 02:00 PM
The Road to Exit: Financial Priorities for Business Owners
Info: Drawing on experience working on both sides of the transaction, this session will explore the financial priorities business owners should address well before going to market. We’ll discuss why clean, reliable financial records matter, the areas that most frequently raise questions during due diligence, and how owners can proactively address issues that may otherwise impact value or derail a transaction. Whether an exit is two years away or already on the horizon, business owners can benefit from understanding how buyers will view their financials. The goal of this session is to provide a practical roadmap for identifying and addressing financial issues early, strengthening the business’s financial story, and putting owners in a better position when the time comes to transact.
🕑: 02:00 PM - 02:30 PM
Networking and Coffee Break
🕑: 02:30 PM - 03:15 PM
From Founder Dependent to Buyer Ready: Build a Business That Runs Without You
Info: When you sell, you’re not just selling revenue. You’re selling the system that produces it. If that system is you, that’s a risk any buyer will notice.
In this practical, fast-paced session, Jen walks through the six founder traps that quietly hold your business back, and the simple set of tools that fixes them systematically, making your business easier to run now and more valuable when it’s time to exit. You’ll see what a business that runs like a well-oiled machine really looks like.
🕑: 03:15 PM - 04:00 PM
Right People. Right Seats. Right Results.
Info: As you prepare to scale, step back, or exit, having the right people in the right seats becomes critical. It’s not enough to have great people. You need clear accountability, the right leadership structure, and meaningful data that shows whether the business and each function within it is performing without everything flowing through you. If you’re planning to grow, step back, or eventually exit, this session will help you build the people, accountability, and leadership structure needed to confidently hand the business forward.
🕑: 04:00 PM - 04:30 PM
Closing Remarks and Networking
Event venue & nearby stays
40 King St W, 40 King Street West, Toronto, Canada