About this Event
The Business Transition Readiness Workshop - Vancouver
Hosted by the Business Owner Solutions Group and moderated by Ernest Wyder, CFP®, CIM®, CEPA®.
Description:
Every owner exits. The only question is whether you choose the exit, or it chooses you.
Most business owners have the majority of their net worth tied up in their company, yet fewer than one in ten has a formal succession plan. This breakfast workshop is built to close that gap. Over three hours, you'll work through the decisions that shape a successful transition, from the years leading up to a sale through to life after the deal closes.
What we'll cover
- Pre- and post-sale planning: Aligning wealth, purpose and legacy, and knowing your walkaway number.
- Preparing your business: The financial, legal, tax and operational work that should begin at least two years out.
- Creating real value: What actually moves a buyer's valuation, and the common owner assumptions that don't.
- Building your exit team: The four advisors you need, and when each one should enter the process.
- Due diligence: Why half of signed deals still fail to close, and how sellers prepare for it.
Who should attend
Owners of established private businesses who expect to transition, sell or step back within the next three to ten years. Whether you're planning a sale to a third party, a family succession or a management buyout, the frameworks apply.
Your host
Ernest J. Wyder, CFP®, CIM®, CEPA®
Senior Wealth Advisor, Portfolio Manager
Ernest has spent over 18 years guiding entrepreneurs and business owners through wealth management and succession. As a Certified Financial Planner, Chartered Investment Manager and Certified Exit Planning Advisor, he helps owners strengthen the value of their companies, prepare for transition and define what comes next, both personally and financially.
With a foundation in insurance planning and an entrepreneurial mindset of his own, Ernest understands the pressures owners face. He builds integrated strategies that align business, personal and financial objectives, with a focus on tax-efficient transition planning and protecting long-term wealth. His approach is rooted in education, clarity and collaboration, so clients can make informed decisions at every stage of the exit process.
Whether your exit is 3 years or 3 months away, this workshop delivers the roadmap for your most significant professional milestone.
Please contact us at [email protected] for any questions.
Event venue & nearby stays
Vancouver Convention Centre West Building, Canada Place, Vancouver, Canada
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