grow for the perfect exit event-march 30-april1 (1)

8/3/2019 Grow for the Perfect Exit Event-March 30-April1 (1)

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Find Out Why Growing Revenues Is Not Enough

Measurably Improve Human Capital Performance and ROI

Streamline Your Customers For Better Protability and Loyalty

Overcome Key Barriers To Growth

Grow Business Value Better and Easier Than Growing Revenues Alone

Understand Why Your Shareholders Agreement Impacts Exit Success

See How Insurance, Estate And Tax Planning Aects Growing, Exiting

ATTEND THIS EVENT AND LEARN TO

Find Out How Valuable Your Goodwill Is and How To Capitalize On

Determine What Kind Of Growth Options Are Ideal For You

Dene What Your Perfect Exit Looks Like And Why

Design A Better Marketing Infrastructure That Leverages Social Me

Overcome The Human And Emotional Factors That Break Deals

Reclaim and Safeguard 74% of the Value In Your Company

And more...

3 Days, 18+ Experts, 7 Strategic steps to help you grow your business, successfully & simply

6 years in the making, 1000s of hours in expert content development

10s of years of expertise, combined in one weekend to help you ask the right questions and get the best answers.

March 30-April 1 September 14-16 THE WESTIN BRISTOL HOTEL TORONTO AIRPORT(L IMITED TO 20 COMPA NIES) (L IMITED TO 20 COMPA NIES)

Book beMarch 1 Save up

$500

J WADE

e Catelyst

DAVID BARNSDALE

RBC Dominion Securities

SEAN CAVANAGH

First Servant Capital

STUART BOLLEFER

Aird & Berlis

CECILIA MOFFATT

Aird & Berlis

DON JOHNSTON

Aird & Berlis

PETER CZEGLEDY

Aird & Berlis

STEVEN KELMAN

Aird & Berlis

JASVINDER CH

Single Spir

THE DEFINITIVE EVENT FOR BUSINESS OWNERS AND LEADERS

WHO WANT PROVEN, MEASURABLE SOLUTIONS.

GROW LIKE YOU HAVE ALWAYS WANTED & EXIT THE WAY YOU HAVE ALWAYS DREAMED OF.

N ODWYER

egic Advisory

JEAN LETOURNEAU

SBVCG

HARISH CHAUHAN

Business by Philosophy

RYAN WEAVER

Business by Philosophy

GRAY HAMMOND

Brand Wright

LESLIE RILEY

Brand Wright

LARRY RUDOLF

Revenue Perform

WAYNE WOOD

Revenue Perform

TOM BRECK

Borderline Cap

TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:

www.GrowForThePerfectExit.comgrow successfully. exit prosperously.


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ust like it takes a coordinated team using one set of blueprints to

ld a house, it takes a coordinated team using your blueprints to help

u build a valuable company and achieve your perfect exit whatever

t exit may be.

HY THIS RETREAT IS UNLIKE OTHERS

This event brings together the very experts who have the proven

track record to do what it takes from start to finish.

oesnt matter if you are an emerging company, growing, establishing,

uiring, selling, or exiting - building a valuable company and protecting

r wealth is essential.

en it comes to your business, your future and your wealth, ignorance is

T bliss. Because you only have one chance to do things right understandingot only important, it is crucial.

Complete interactive, hands-on experience with a multi-disciplinary teamEach expert takes your business step by step through measurable,

breakthrough techniques for growth and exit.

All the Best in Class Experts in one room at one time

It can be overwhelming and confusing to know when you need a certain

expert and when you dont. We remove the guesswork. Each expert forms

a unied approach no missing pieces for you to gure out on your own

nally you get the whole picture from start to nish.

Learn what your most lucrative assets are, how to maximize theirvalue successfully, and how to bank them successfully

Intangible assets represent almost of the value of your company, yet

they are the most complex assets to manage, maximize and monetize.

The Unifying Philosophy (UPh) Asset is a process that eectively harnesses

these disparate assets to help maximize and monetize the majority of your

business value with more ease, less risk and measurable returns.

Understand and proactively prepare for the deal breakers and deal makers

Business is about relationships. Growing and Exiting is not just about

methodologies, concepts and strategies its also about emotions and

responses to them. We examine the emotional factors that can make and

break deals. Making successful deals is about establishing a state of readiness

in advance. You will experience for yourself your state of readiness at each

step of the 7 step Grow and Exit blueprint process.

Your dreams Your goals Your blueprint

This workshop is not theory. Youll build your own business blueprint and chart

out your personalized action plan with hands-on help from the experts whohave successfully made it happen for other owners like you.

1 on 1 mentoring for up to 30 days

How many workshops have you attended only to lose most of that excitement,

insight and traction within days? Not this time. This is rubber meets the road

follow up. Just like it takes 21 days to break a habit, we will deliver 3 follow up

calls of up to 1 hour (within 72 hours, 7 and 21 day calls) and 1 additional

face-to-face meeting (day 22-30). Now you will have complete expert support

to stay on track and achieve real results at no extra cost.

You can go to any other event on selling your business, succession planning,

growing your business or maximizing value, but until you put all the experts

and their solutions together you may not get the right plan for you.

STRATEGIC GROWTH & EXIT BLUEPRINT for YOUR COMPANY NAME HERE

DESIGN YOUR OWN BLUEPRINT FOR GROWTH AND EXIT SUCCESS...WITH THE HELP OF 18+ SUBJECT MATTER EXPERTS

DAY 1 DAY 2

SHAREVALUE($, Equity, Goodwill

revenue)

EXIT

INTANGIBLE

ASSETS

TANGIBLE

ASSETS

STAGE 1: STRATEGYDefine & Implement

STAGE 2: INCREASEGrow Business & Value

STAGE 3: MONETIZEPre-exit Strategy

HUMANASSETS

BRANDASSETS

CUSTOMERASSETS

FUTUREGROWTH

STAGE 4: MANAGEPost-Exit Wealth

1

2

7

6

5

3

4 (Now)

What you need

Who you need and when

Why you need it

How to do it successfully

DAY 3

WELCOME MESSAG

HOW IT ALL BEGAN

About 6 years ago I sat in the b

one of the best managed comp

Canada. When I asked the own

perfect exit was he said:

Grow my company five times

revenue and sell the com

Despite such great vision, our d

revealed key areas for improvem

not addressed, would put the otheir families at great risk. Solvi

issues correctly meant having a

owner nor I had such a team in

I wondered, If one of the best

companies needed such a team

then so would others. This ins

the genesis of this project.

- Ha

After 6 years and 1000s of hours

development, over 100 meetings

the best advisory rms in the cou

both honoured and proud to pre

interdisciplinary team of experts

the key ingredients for growth an

in one weekend event.

OUR VISION NOW A REAL

STEP 4: BUILDING YOUR FOUNDATION FOR SUCCESS

STEP 5: GROWING YOUR BUSINESS: ORGANIC vs TRANSACTION GROWTH

What are the PROs, CONs, and OPTIONS for ORGANIC and TRANSACTION GROWTH and which one is right for you.

Based on your answers in Steps 1-3, your key strengths and appetite for opportunity and risks will help build your

blueprint. You will gain insight into the wide range of solutions that facilitate the perfect exit for you. Understand

why deals fail and how to minimize risks of failure including addressing and overcoming the emotional factors

that ruin success. Learn how to best fund, manage and execute your growth options.

STEP 6: MAKING IT HAPPEN

Strategies fail when they are not implemented correctly. But what is the best way to get things done? A proven

getting it done program will be presented so your blueprint and plans are actionable and successful. Breakthrough

solutions for maximizing, managing, measurable (ROI) will be presented to ensure your action plan is bullet-proof:

A) VALUE PERFORMANCE B) PEOPLE PERFORMANCE C) PROCESS PERFORMANCE D) REVENUE PERFORMANCE

Each aspect of your business will come together into one organized blueprint, just like plans for building a house.

Subject matter experts will present solutions using case examples, exercises, diagnostics, and checklists and interactive

discussions. Piece by piece each component of your blueprint will form a complete plan that reinforces your success.

STEP 6: MAKING IT HAPPEN

STEP 7: MAKING THE PERFECT EXIT and ENJOYING YOUR PROSPERITY

75% of 200 business owners studied were disappointed about their sale price and frustrated about the sale process

- The Exit Planning Institute

By implementing Steps 1-6 successfully, statistics like these can be avoided. Armed with solutions from each expert you

will better identify and seize opportunities. Solutions on wealth preservation and life after exit are presented to help

you secure and enjoy your prosperity and legacy for generations to come.

FIXEDASSETS

Create a one stop shop even

of Canadas best experts tea

help owners build their com

successfully than they could

imagined.

Help owners maximize meas

shareholder value across the

lucrative assets, secure that v

optimize for post-exit after t

Produce a destination event

owners can simplify the com

growing for the perfect exit.

On behalf of all of us, we weto Grow ForYourPerfect Ex

STEP 1: BEGIN WITH THE END. START WITH YOUR WHY?

In Coveys words, beginning with the end in mind and dening your why helps

accelerate success and helps make it meaningful. Some build great enterprises to

change their family, their community, a country, or the world what is your why?

Discovering your driving force helps ensure that your plan for growth and the

inevitable exit is aligned with your dreams, vision and desired legacy.

STEP 2: DEFINING YOUR PERFECT EXIT

Knowing exactly where you want to go helps you get there better and faster.

How much success is enough? How much money is enough? What is at stake?

What are you willing to do, not do, and how far will you go? Dening your target

sets up your growth trajectory and maps out the level of resources (time, money,

people), intensity, investment, manpower, and strategy required to achieve it.

STEP 3: WHAT IS YOUR STARTING POINT

Determining your starting point helps to identify your:

Strategy gap, opportunity gap, time gap, growth gap, value gap, and wealth gap.

Find out why and how your current structures and business value helps drive aprioritized action plan for growth and exit success. You will learn about

why business valuation is vital, what makes a business more valuable, and how

to ensure that this value is optimized and protected.

STEP 4: BUILDING YOUR FOUNDATION FOR SUCCESS

As in construction, the bigger the building the stronger the foundation required.

Steps 1-3 set up the framework for the foundation you need to maximize after-tax

proceeds, while minimizing the risk from start to nish during growth, pre and

post exit. This kind of planning helps prevent costly mistakes, manage controllable

risks for improved peace of mind for you, your business, your family and your future.

HARISH CHAUHAN

Businessby Philosophy

RYAN W

Businessby P


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Book before

March 1 2012

AND SAVE

Can you afford NOT to attend? See for yourse

Do you want to build a measurably valuable company?

Do you have plans or desires to build a company that can thrive with mim

Do you want your customers, suppliers, and vendors to clearly understan

what makes your company special?

Do you need a better way to get more, measurable ROI from the investmeyou are making in your people, marketing, and processes?

Do you want to invest your time, money and resources to grow your busi

Do you want to learn what mistakes to avoid when buying, selling, mergi

and surprises that comes with them?

Do you wonder how much your company is worth, and want to learn how

make it more valuable, with less risk, cost, and in less time so you can com

the highest price possible - if and when you want to exit?

Do you want a step by step way to work better with experts so that you ca

About 74% of what your company is worth relates to your brand, goodwi

to make the most money from it important for you and your success?

Do you want to learn how an up-to-date tax, legal and wealth solution

A) Being undervalued in a buyers market?

B) Never being sold because no one may pay you what you want for it?

(80% of small / medium enterprises never get sold)

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Y N

Business leaders and shareholders will be immersed in an intensive and interactive program that demonstrates

how to securely, strategically and sustainably grow the business for maximum value.

If you answer YES to at least 5 of these questions then attending this eventis right for you right now.

March 30-April 1 September 14-16 THE WESTIN BRISTOL HOTEL TORONTO AIRPORT(L IMIT ED TO 20 COMPA NI ES ) ( LIMIT ED TO 20 COMPA NI ES )

WHO SHOULD ATTEND

Shareholders (majority or minority, active or non-active in the business)

Business owners, CEOs, Presidents

Business families (active and non-active family members)

Spouses

Executives responsible for share value, profit and people performance

This event is right for you irrespective of what industry you are in, your size,

businesses that are closely held (private, partnership or family owned).

WHAT IS A PERFECT EXIT?

A perfect exit is defined as one that meets your goals, on your terms

and on your own timing. In other words, a perfect exit is an exit that is

perfect for you.

If you are proactively building a truly valuable company the perfect exit

can be a realistically acheiveable part of your business growth plan.

IN THIS DECADE:

20 Million privately-owned businesses will transition

30 Million owners / managers will have some form of EXIT

THEIR DECISION IMPACTS:

100-200 Employees (per company on average) and involves

Trillions of dollars of wealth that will transfer from one hand

to another.

This may be the largest buyers market for companies in history

- how will your exit strategy excel?

ACHIEVE BREAKTHROUGHS

MAXIMIZE VALUE

REDUCE RISK

GROW SUCCESSFULLY

EXIT PROSPEROUSLY

OPTIMIZE & PROTECT WEALTH

$2480.00 first delegate - Early adopters save: $500

$1830.00 second delegate - Early adopters save: $200

$1660.00 each additional delegate - Early adopters save: $100

If you work with trusted advisors we suggest you bring them -this includes your accountant, external advisors, board member etc.

SPOUSES ENCOURAGED TO ATTEND - We highly recommend spouses to attend

Conference fees include presentations, a BLUEPRINT, Grow For the Perfect Exit Workbook, and

30 day follow up mentoring. Breakfast and refreshments are included. Delegates who attend

FOR MORE INFORMATION: Harish (416) 919-1830 [email protected] (289) 668-8494 [email protected]

YOUR INVESTMENT IN YOUR BUSINESS


www.GrowForThePerfectExit.com grow successfully. exit prospero


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March 30-April 1 September 14-16 THE WESTIN BRISTOL HOTEL TORONTO AIRPORT(LIMITED TO 20 COMPANIES) (LIMITED TO 20 COMPANIES)

Book be

March 1

& SAV

THE DEFINITIVE EVENT FOR BUSINESS OWNERS AND LEADERS WHO WANT PROVEN, MEASURABLE SOLUTIONS.

GROW LIKE YOU HAVE ALWAYS WANTED & EXIT THE WAY YOU HAVE ALWAYS DREAMED OF.

18+ EXPERTS HELP YOU BUILD YOUR BUSINESS BLUEPRINT TO GROW MORE SUCCESSFULLY AND EXIT MORE PROSPEROUSLY


www.GrowForThePerfectExit.comPRODUCED BY

COMPANY DELEGATES (Includes: Shareholders, Spouses, Trusted Advisors)

REGISTRATION FORMConference fees include documenbreakfast and refreshments. Delegatesattend all sessions will receive a CertificProgram Completion.

This event will be recorded. Consent formbe available. Eorts will be made to madelegates condentiality.

Credit card payment

A conrmation letter and invoice will bupon receipt of your registration. Please

that full payment must be received prior event. Only those delegates whose feesbeen paid in full will be admitted to the ev

If you would like to pay by credit card, pleahere and a member of our team will contato complete your request.

Payments

If you are unable to attend, a substitute dewill be welcome in your place. Registrcancelled more than 7 days before the are subject to a $250 administration cRegistration fees for registrations can

7 days or less before are non-refun

Substitutions of delegates are welcome time. In the event of unforeseen circumsbeyond our control, Business by Philoreserves the right to alter the venue, aspeakers or topics.

Cancellation

Venue & Accommodations

We have reserved a block of rooms fdelegates. If you require any accommodplease contact us at your earliest to reservroom and avoid last minute inconven

COMPANY DETAILS

ompany: ............................................................................................................................................................................................................

ddress: ................................................................................................................................................................................................................

ostal Code: ............................................................................ Website: ...........................................................................................................

el: .............................................................................................. Fax: ...................................................................................................................

YES, I would like to receive information about future events

& services via e-mail .................................................................

o. of employees at your location:

25-74 75-149 150-249 250+

ature of your company's business: ..........................................

-24

INVESTMENT

Tel: ................................................................................................................... Mobile: .......................................................................................

Name: ............................................................................................................. Website:......................................................................................

Title: ................................................................................................................. Email: ..........................................................................................

Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 1

$2480

(Save $500

before Mar 1/12)

Name: ............................................................................................................. Website:......................................................................................

Title: ................................................................................................................. Email: ..........................................................................................

Delegate 2

$1830

(Save $200

before Mar 1/12)

Name: ............................................................................................................. Website:......................................................................................

Title: ................................................................................................................. Email: ..........................................................................................

Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 3

$1660

(Save $100

before Mar 1/12)

Name: ............................................................................................................. Website:......................................................................................

Title: ................................................................................................................. Email: ..........................................................................................

Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 4

$1660

(Save $100

before Mar 1/12)

grow successfully. exit prosperouslyTM

FOR MORE INFORMATION: Harish (416) 919-1830 [email protected]

Ryan (289) 668-8494 [email protected]

grow for the perfect exit event-march 30-april1 (1)

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