About this Event
JOIN THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) IN-PERSON MEETUP - GROW YOUR PROFESSIONAL SERVICES BY QUARTERBACKING YOUR CLIENT'S BUSINESS EXIT ADVISOR TEAM FOR THEM
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.
Effectively, you want to do everything you can to better serve your clients, which makes you the natural quarterback for an Exit Advisor Team. The most value you can provide to your business owner clients is to quarterback their exit advisor team FOR THEM. If they could have done it themselves, they already would have.
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 @ to stay connected.
Facilitator: Rob Welke, B.Comm. CEPA is an Exit Planning & Business Value-Acceleration / Growth-Transformation Coach, who ensures business owners have the people, tools & processes they need to grow the business to have a maximum value exit! He has over 30 years of experience as a serial entrepreneur, executive & business advisor. He's worked in industrial products/services, financial services, innovation & technology.
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Event Venue & Nearby Stays
Hudsons Canada's Pub, 1201 5 Street Southwest, Calgary, Canada
CAD 0.00
