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Exit by Design

May 30, 2019 @ 8:30 am - 3:00 pm

Exit by Design is a 1 day workshop specifically intended for small business owners who are starting to explore Exit Planning, or who have specific plans to Exit within the next 5 years.

Throughout this confidential and private group session you will come away with a better understanding of;


  • Small Business Valuations
  • How to think like a buyer
  • The timeline in preparing for a sale
  • Who and why you need to involve specific advisors
  • What you can do today to begin preparing your business for new ownership



  • Executive Lunch
  • Workbook
  • Sellability Score
  • “The Ask: How Much is a Small Business Worth?” by Liisa Atva, CPA,CBV, a recently published book for easily explaining valuation methods.


Who should attend this workshop?

  • Business owners who are 1-5 years away from wanting to have their business sold.
  • Revenues from $500K to $5M



  • Elizabeth MacRae, President of Commercial Ventures, Transition Services
  • Caroline Troy, B.A. (Econ.), MBA, CBV, President of Troy Valuations


Other Guests & Contributors:

  • Zafar Jaffer, Partner & Gowling WLG
  • Marty Park, Evolve Business Group
  • Rebecca Graham, Wealth Management
  • Mickey Pendergast, Expense Reduction Consultant; Schooley Mitchell


Registration: $195 per person, Limited Seating


May 30, 2019
8:30 am - 3:00 pm


Gowling WLG
421 7 Ave SW, Suite #1600
Calgary, AB T2P 4K9 Canada
View Venue Website