APRIL 14, 2026 | RICHMOND HILL
Exit Ready: How to sell yor Canadian business the right way
Where: IG Wealth
1595 16th avenue, Suite 201,Richmond Hill, Ontraio L4B 3N9
When: Tuesday, April 14, 2026 | 11:00–14:00
Why attend:
Most founders spend decades building an asset, only to discover at the 11th hour that the market won't pay for "potential", it only pays for preparation. If you are a business owner planning an exit in the next 2–5 years, you are likely facing an "Invisible Discount": a combination of market unreadiness and massive tax erosion that can strip away 40% of your net proceeds.
Join us for an exclusive, 20-seat roundtable briefing designed to help you de-risk your business and recapture your hard-earned equity.
What You Will Uncover:
The M&A Architecture: David Prowse shares the latest SME market stats and reveals the "Red Flags" that cause buyers to slash offers or walk away during due diligence. Learn how to architect your business so it sells for its true value.
The "Super-Sized RRSP" Strategy: Bruce Moir (Westcoast Actuaries) breaks down the power of the Individual Pension Plan (IPP). Discover how to use terminal funding to extract large sums from your corporation tax-free before a transition or third-party sale.
Generational Wealth Pooling: Learn how children who are employees of the business can be enrolled as members of the IPP, allowing you to pool retirement assets for multiple generations.
Integrated Wealth Strategy: Sergiu Hirtescu (IG Wealth Management) bridges the gap between your corporate balance sheet and your personal freedom. We ensure your exit isn't just a transaction, but a transition into a secure, high-net-worth retirement.
Who Should Attend?
This briefing is specifically designed for incorporated business owners and executives who are:
Looking to maximize tax efficiency
Attendance & Logistics
[STRICTLY LIMITED TO 20 SEATS – IN-PERSON ONLY]
This briefing is an intimate, high-stakes session held at the IG Richmond Hill office. To maintain the confidentiality of the data shared and the roundtable format, there will be no virtual option and no recording.
Agenda
11:00 AM: Doors Open & Executive Networking
11:30 AM – 1:30 PM: Working Lunch & Briefing
1:30 PM – 2:00 PM: Q&A and Hard Stop
Cannot attend on April 14th?
If you are unable to join us in person but wish to discuss your specific exit timeline and strategy, please contact David Prowse directly to schedule a private, complimentary consultation.