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8/3/2019 Grow for the Perfect Exit Event-March 30-April1 (1)
1/4
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.
8/3/2019 Grow for the Perfect Exit Event-March 30-April1 (1)
2/4
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
8/3/2019 Grow for the Perfect Exit Event-March 30-April1 (1)
3/4
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
TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:
www.GrowForThePerfectExit.com grow successfully. exit prospero
8/3/2019 Grow for the Perfect Exit Event-March 30-April1 (1)
4/4
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
TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:
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]