25 8:30AM-4:30PM
Join us at this Exit Planning 101 Full Day Workshop, where you’ll learn what you need to know & actually start building your exit plan:

1. An Exit Planning Overview & why planning is so critical
2. The Owner’s Personal Legacy Plan
3. The Owner’s Personal Financial Plan
4. The Business’s Financial Plan & Gap Analysis
5. Deal Structuring & Tax Planning
6. Your Business Growth Transformation Plan (having the most options to sell for more)

Guest Speakers:

Brad Gaulin, P.Eng., MBA & Rob Welke, B.Comm. CEPA are Co-Founders of MExit and Exit Planning & Execution Business Coaches, ensuring business Owners have great exits.
They have over 75 years experience as serial entrepreneurs, executives & business coaches. They’ve worked in industrial products/services, engineering, construction, financial services, innovation & technology.

Nicole Barnett
Chartered Professional Accountant
B. Mgt. (Accounting)
Business owner – partner at Insight LLP Chartered Professional Accountants for the past 6 years
17 years in public accounting industry
2017 Lethbridge Chamber of Commerce top 40 under 40

My practice as a public accountant is focused mainly on working with owner managed or family-owned businesses of various sizes both from a tax compliance as well as business and tax advising and planning. When it comes to planning the last stage of business – the succession phase – there are numerous options available. My role is to help my clients determine which options are best for them to help them achieve their goals.

Lacey Klassen, B. Mgmt.,
Certified Financial Planner with Sterling Mutuals Inc.

Lacey Klassen is a Certified Financial Planner, business owner, happy spouse of Jake and mother of 3. Finance has always been a major area of interest for Lacey. She started her career in banking after completing her Bachelor of Management. 2023 marks 5 years running her own independent financial planning, investment and insurance practice, and she gives much credit to her business partner and mentor Judy Schrempf. In her spare time she enjoys reading, running and volunteering with youth and Streets Alive.

Clara Piedalue, Business Acquisition Specialist with Larkspur Business Brokers

Over 28 businesses sold since 2015, I became a Business Broker to help people through two very different life transitions of exiting and entering business. I am passionate about small business and its positive influence in our communities. It is a valuable asset to be passed on to new ownership.

This is a “Networkshop™”; experiential event where people connect, & collaborate in small group discussions to transform these ideas into invaluable take-aways they can use immediately.

Former and current Tecconnect clients, inquire about a coupon for $100 off to attend this event.

Buy tickets to Exit Planning 101 - A Workshop with the Pros

Exit Planning 101 - A Workshop with the Pros $400.00