Are you ready to build a successful exit strategy?
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
Featuring:
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Katie Bennett, MacKay Forum Chair
Focused on preparing businesses for sale and guiding leaders through transition -
Rachel Wong, MDS Law
Providing legal insight into structuring and protecting your business through the sale process -
Kim Moody, Moodys Tax and MacKay CEO Forums
One of Canada’s leading tax experts, specializing in tax planning and structuring for business owners -
Grant Wallace, Fort Capital Partners
Bringing deep experience in M&A and insight into what buyers are really looking for -
Peter Aceto, MacKay CEO Forums
Three-time CEO and MacKay Forum Chair. Former CEO of ING Direct Canada and Tangerine, with firsthand experience leading through a major acquisition and post-sale integration
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. Their model marries the rigour of the largest investment banks with the nimbleness and common sense of a boutique advisory firm. They 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.