"Simple Steps for Exiting Your Business: The Three Pillars for Financial Freedom" Online Workshop
Wednesday, November 12, 2025, 10:00 AM - 11:00 AM
Fee: Free
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.
Register Online
