Preparing Your Clients for a Purposeful Exit

Earn 4 CPD Credits!

Maximizing Value, Minimizing Risk

(March 20th, 2019 8:00am - 11:30am @ Ranchmen’s Club Bennett B Room)

As a trusted advisor you can materially change the outcome of your client’s exit.

The process of preparing a company for sale can be overwhelming for a business owner, but many of the issues noted by entrepreneurs as barriers to exit can easily be overcome with a competent and supportive advisory team.

You can help your client to attract a larger pool of buyers, have a higher likelihood of closing the sale and ultimately maximize the price paid for their business.

Together, we can help your client’s achieve a successful, purposeful exit. Please, come and invest a few hours of your time with us on March 20th from 8:00 am - 11:30 am at Ranchmen’s Club - Bennett B Room (710 13th avenue SW, Calgary AB) to learn more about helping clients navigate the sale process, and planning exits.

Key-Note Speakers

Susan Naylen Sorrell (CBV, CFA, IDC.D)

In 2015, Susan founded Prairie Mountain Partners, a boutique corporate finance advisory firm, dedicated to providing solutions to mid-size businesses.

Susan loves making a difference in the lives of her clients by finding and negotiating unique and successful solutions. With experience of 10+ years as a Wall Street investment banker, Susan has developed a detailed eye for innovative structures, and succession planning alternatives.

Evelyn Main (BA)

A passionate desire to help other has led Evelyn to a career as a coach and facilitator. She began coaching her business, Elevate, in 2011 and has since engaged with a variety of Calgarians.

Evelyn focuses on team and individual transitions, always making sure to ask smart questions to get to the crux of issues. She works with clients to simplify the complex to find realistic, actionable solutions.

Robin Jensen (CPA, CA)

Robin provides succession services for privately held businesses. Committed to serving the small and mid-sized entrepreneurial markets, Robin delivers solutions to minimize risk and maximize value throughout the transition process.

Robin’s experience working as a Manager of Business Development, Senior Mortgage Advisor, Assurance Associate, and Senior Associate for companies like PwC, VERICO Canada, and LNS Chartered Accountants have provided an ability to assess every client circumstance with a tailored lens.