Business succession and wealth planning for the future: Gaining knowledge through case studies
Transitioning from business ownership to retirement is one of the most significant and rewarding milestones you’ll face. But with so many moving parts—valuation, timing, and retirement planning—it’s crucial to have expert guidance every step of the way.Join us for an exclusive virtual presentation with Jim Friesen, President of Portage M&A Advisory, and Edward Lee of RBC Dominion Securities. These seasoned experts will share insider strategies and actionable advice on business valuation and succession planning, preparing for the sale, and crafting your ideal retirement.Don’t miss this opportunity to gain the knowledge and confidence you need to plan your next chapter. Reserve your spot today and take the first step toward the future you deserve!
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