Join the "Simple Steps for Exiting Your Business: The Three Pillars for Financial Freedom" workshop, presented in partnership with TD Bank. Learn to understand the three non-negotiable pillars of a successful business exit: Succession, Retirement, and Estate Planning. We’ll explore the logical progression of an owner's transition journey, from converting a business asset into cash to managing that cash for retirement and then passing it on to the next generation. 

Things we’ll learn:

·         How to build the value of your business by minimizing owner dependence, 

·         How to capture the value by modeling your post-sale cash flow for retirement,

·         How to protect the value by ensuring your remaining assets pass efficiently to the next generation. 

You’ll receive actionable first steps and learn which professionals, from your financial advisor to a valuation expert, you need on your exit team.