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Edmonton Valley Zoo

13315 Buena Vista Road Northwest

Edmonton, AB T5J 2R7

Canada

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Refund Policy

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Refunds up to 7 days before event

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Transition Planning 101- Your Next Steps To…

(legacy, time, freedom, stability, money, satisfaction, fulfillment, philanthropy…)

If you are a successful business owner/partner, wondering about what needs to be considered to eventually exit from your business, this workshop is for you, regardless of your age.

Business transition?

Simply the thought of it may seem daunting, threatening, and costly. Yet it only means getting out of your business in one way or the other – sooner or later.

Are the assumptions you are making about selling or transitioning your business accurate? Might a fresh perspective and an understanding of the process be in order?

Statistics show that without a proper transition plan, your ability to successfully transition your business can be seriously impacted. The financial gain you may be counting on for the next stage of your life could be significantly reduced. The time to plan is NOW!

In this 2-hour interactive workshop, you will be introduced to critical components of transition planning. You will learn:

  • Why it is critical to have a transition plan
  • The need for balance - how to plan for a fulfilling life outside of your business
  • Business transition alternatives and how they work (Family sale, 3rd party sale, Employee Share Ownership Plan (ESOP))
  • What buyers and successors are looking for in a business
  • How business value is determined
  • Strategies you can implement now to increase the value of your business
  • Why financial planning is important for you
  • How planning can help you keep more money in your own pockets (tax planning)
  • The dreaded estate planning, and why it is important for you
  • How starting small steps now can strengthen your business and minimize stress

Your “take-aways” from this educational and interactive workshop will be a practical understanding, and motivation to take the next steps in your transition plan.

For you to take away tangible results, we have limited seats available. Register now to guarantee your spot.

Light breakfast, refreshments, and networking at 7:30 am

Workshop begins at 7:45 am

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Date and Time

Location

Edmonton Valley Zoo

13315 Buena Vista Road Northwest

Edmonton, AB T5J 2R7

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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