What's the Next Step to Make Your Business Sellable?
How? Contact us today to create your No-Regret Exit Roadmap.
STEP ONE: ATTEND LIVE EVENT
STEP TWO: GET NO-REGRET EXIT PLAN
STEP THREE: WATCH VALUATION GROW
The dream of "Be your own boss and retire RICH!" sounded good. But in reality:
• You don't have time or money freedom
• You work more in, than on your business
• Your life funds your business, not the other way around
• You aren't certain to sell your business on your terms
Real life is rarely like the dream. Unless...
You get a real plan that provides you a no-regret exit.
A truly sale-ready business can finally fund your dream lifestyle and give you the confidence to sell for top dollar when you're ready. Hello dream retirement!
Make your business sale-ready and get your own no-regrets exit plan.
RSVP now to attend: 'Cory Vance Presents: Create A Sellable Business'.
You've decided you want to retire within 5-10 years. What's next? Just researching
how businesses in your industry are valued at sale doesn't make your business
sale-ready. It's time to implement a 'No-Regrets' exit plan for your business.
A fun night will be had by all at this event!
Note: You can bring your spouse and business partner
for FREE, so be sure to RSVP them too.
-When: March 7, 2024
-Time: 7:00pm to ~9:15pm
-Location: Romero Distilling Company
-Address: 688 Heritage Dr SE, #300
-Questions? Call: (587)-586-9869
Enjoy a private tour of Calgary's favourite rum distillery, including a tasting of International award-winning local rum, plus great Tapas, all in one exclusive evening dedicated to helping you secure your financial future.
Note: Seating is limited. RSVP now.
You either personally, or together with your spouse/common-law or business partner (if applicable)...
• Own or control all, or a significant value, of the shares in a privately held Canadian corporation (PHCC) - based on dollar value or percentage, or...
• Operate a PHCC on behalf of the majority shareholder(s),
And you have, together with your spouse/common-law partner (if applicable)...
• Combined business & personal portfolio assets (incl. properties) of $1M or more,
And...
• You want your business to be sale-ready for a 'no-regret' exit when the opportunity arises (possibly within the next 2-10 years),
And...
• You live in Alberta, British Columbia, or Saskatchewan.
Then you are perfect for this in-person event .
NOTE: This is an exclusive event with limited seating and is expected to sell out,
so we recommend you secure your tickets now before time runs out in...
Curious about Cory and Rob? Here is their 2023 interview
from Cory Vance's Open Office Hours Podcast.
In previous businesses, he has:
• Owned and leased multiple properties at one time,
• Hired, trained, rewarded, disciplined and fired employees,
• Been sued and counter-sued,
• Won and learned (a lot!),
• Been through everything you have been through - and survived.
But he isn’t happy just to survive. He wants to THRIVE! More importantly, Cory wants you to THRIVE too!
That’s why he now helps entrepreneurial families grow their business and portfolio wealth strategically, using the strengths of each to boost the opportunities of the other.
Watch both grow larger, faster without unnecessary risk.
And, together with his partner professionals and IG Wealth Management's own Regional specialists, he helps entrepreneurs like you create a sellable business with a no-regret exit.
“Selling… is way more difficult", Robert says. "65% - 90% of an owner's net worth could be “trapped capital” in their business. The only way to get that out is to create a sellable business.”
Robert has a long history of founding, operating and exiting businesses successfully (including going public), mostly in Alberta.
He spent 10 years as a finanical advisor before re-entering the business management field.
Robert then became a Certified Exit Planning Advisor and co-founded MExit, Inc.
He now advises business owners in creating sale-ready companies, specializing in helping them experience a no-regret exit.
"I am super excited by what Robert brings to business owners he serves", says Cory Vance. "And, I'm proud to present him as the featured guest speaker at my premier upcoming event for business owners: 'Cory Vance Presents: Create a Sellable Business'.
Rob normally charges hunderds of dollars per person to present this content to business owners. RSVP now to meet him live and learn how you can make your business sale-ready.
Don't take my word for it. See what some of
Robert's clients have said about him...
GROWTH &
DIVERSIFICATION
“They challenged us to address and focus on the pinch points within our business... created a safe environment for the team, asked us the tough questions that needed to be asked, and gave us the tools to successfully implement the growth solutions.”
NEW LEADERSHIP &
DIVERSIFICATION
“They enabled us to get clear on what our company stands for and create an amazing company culture. They provided the tools and best practices to allow us to tweak, tailor and elevate our culture”
OPERATIONAL EXCELLENCE & DIVESTMENT
“They have great experience with business teams and combined with his ability to be a clear and articulate communicator / facilitator… and we have been using many of the tools they first introduced us to now for over 5 years. These tools have become cornerstones and were key to the sale of our business”
Open Office Hours Episode 1 - Create A Sale-Ready Business, with Robert Welke, Certified Exit Planning Advisor
Investors Group Financial Services Inc.
*Disclaimer: Views of guest speaker may not be shared by IG Wealth Management.
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