Exit Planning Essentials with Fort Capital

If you’re a business owner thinking 1, 5, or even 10 years ahead, this session is your roadmap.

Join us for an exclusive virtual edition of Fort Capital’s Exit Planning Essentials, designed to help business leaders and owners navigate the complexities of exiting their businesses. Whether you’re planning to exit in the next year or the next decade, this session will equip you with the critical tools and insights you need to prepare effectively and maximize value.

About This Event:

This interactive online seminar features a panel of seasoned experts who will walk you through the essential steps of building a successful exit plan. You’ll gain real-world advice on tax, legal strategy, the M&A process, and pre-sale preparation—plus hear firsthand entrepreneurial stories from leaders who’ve been through it.

You’ll get actionable insights on:

🔷 Tax and financial considerations during the exit process

🔷 How to legally protect your business and yourself

🔷 What to expect from the M&A process

🔷 Pre-sale preparation best practices to enhance value

🔷 Entrepreneurial lessons from those who’ve successfully exited

Panelists Include:

• Kevin Walsh, Tax Specialist, Walsh King – Expert in tax strategy and structuring for successful exits
• Katie Bennett, MacKay Forum Chair and Ontario Regional Director – Focused on pre-sale readiness and leadership through transitions; past participant in this series
• Pratibha Sharma, M&A Partner, Clark Wilson – Advises on legal planning leading up to business sales and brings 17 years of experience advising on the successful sales and purchases of privately owned businesses
• Axel Christiansen & Grant Wallace, Fort Capital – Brings a wealth of experience from the M&A world, including what buyers are really looking for
• Dave Dinesen, COO, MacKay CEO Forums – A returning speaker and entrepreneur sharing key lessons from his own exit journey

Why Attend?

🔷 Learn from Experts: Hear from professionals with years of experience guiding business owners through every stage of the exit process

🔷 Get Ahead of the Curve: Discover what you can do now to prepare for a strong and profitable transition

Who Should Attend:

This virtual event is ideal for CEOs, founders, business owners, and executive leaders who are exploring or planning a business exit in the next 1–10 years.

About Fort Capital Partners
Fort Capital Partners is one of Canada’s leading independent investment banking advisory firms. Our model marries the rigour of the largest investment banks with the nimbleness and common sense of a boutique advisory firm. We provide clients with proven, accessible, and independent investment banking advice and transaction execution.

Fort Capital is proud to be a Certified B Corp. For more information, visit fortcapital.ca.

Spaces are limited, so register now to reserve your spot!