THE VICTORIA BUSINESS EXIT ADVISOR NETWORK (BEAN-YYJ) MONTHLY MEETUP

Grow Your Advisory Business with BEAN-YYJ: The Victoria Business Exit Advisor Network Monthly Meetup

Are you an accountant, lawyer, tax specialist, broker, banker, personal financial planner, M&A advisor, consultant, or fractional CFO, COO, CMO or other trusted advisor for owners and their businesses? If so, this is the event for you! We are meeting at Swans Pub and remember it is a 4pm start, 6pm finish getting you past rush hour.

Every business owner deserves a maximum-value exit, yet only 1 in 20 achieve it. Why? Because successful transitions require more than individual expertise—they demand collaborative advisory teams that deliver the personal and financial legacy business owners dream of.

As a trusted advisor, you’re in the perfect position to lead the charge as the quarterback of an Exit Advisor Team. Business owners need your guidance to assemble the right people, processes, and resources. They can’t do it alone—and that’s where the Victoria Business Exit Advisor Network (BEAN-YYJ) comes in.

BEAN-YYJ is a dynamic community designed to help you:

• Expand Your Network: Connect with a diverse bench of trusted business advisors to build high-performing exit/transition teams.
• Enhance Your Value: Access proven processes, tools, and resources to better serve your clients’ exit planning and transition needs.
• Grow Your Business: Collaborate, share expertise, and discover opportunities to drive more referrals and business growth through exit planning.

This is not your typical networking event. Our meetups are interactive, engaging, and designed to foster collaboration and learning. Here’s what’s on the agenda:

1. Introductions: Meet other like-minded advisors and share your unique expertise.
2. The Business Exit/Transition Timeline: Understand where your services fit into the exit planning value chain.
3. Case Study Learning Moment: Learn from real-world experiences to sharpen your skills.
4. Collaborative Table Discussions: Explore how you can contribute to advisory teams and add value through your expertise.
5. Next Steps: Discuss building advisory teams and synergies to better serve clients.
6. Open Networking: Build connections and explore future collaboration opportunities.

This is your chance to position yourself as an essential part of a business owner’s exit planning journey while building relationships with other trusted advisors who can help you grow your business.

If you can't make the meeting, join the BEAN-YYJ LinkedIn Group @ to stay connected.

Facilitator: Brad Gaulin, P.Eng., is an Exit Planner & Business Growth Coach, who makes maximum value exits possible by making businesses scalable, to be salable, & not dependent on the owner! With over 35 years of experience as a serial entrepreneur, executive & business coach in engineering, construction, industrial products/services, SaaS, information technology & innovation.

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