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Maximize Business Value and Bullet-Proof Your Legacy
Thursday, April 11 from 5:00-7:00 pm
By registering for our workshop, you unlock invaluable business insights while directly supporting The Lunch Lady Foundation’s mission.
$199 – includes dinner
About this Business Owner Event
Learn what needs to be done now to ensure you can achieve maximum value in your business.
Key steps to Maximizing Business Value
Private Debt Options
Pre-Diligence to Avoid Legal Deal-Breakers
How to Neutralize Your Biggest Tax
This business owner event is led by experts with a background in Exit Planning, Business Valuation, Legacy Planning, and Wealth Management. The expert panel includes influential members from Rizolve Partners, Return on Life, Align Mortgage Corporation, and Prosperous Law.
Register for Our Workshop: Support The Lunch Lady Foundation
We’re proud to partner with the Lunch Lady Foundation for this special event, blending professional development with philanthropy.
By joining us, you’re not just investing in your business acumen; you’re also supporting a cause dedicated to providing healthy meals to children, ensuring they can learn and thrive. With a $200 registration fee, you’ll not only gain invaluable insights to propel your business forward but also contribute to a brighter future for kids. Plus, the Lunch Lady Foundation will graciously provide a tax receipt for $100 of your registration fee, amplifying the value of your participation.
Learn more about the Lunch Lady Foundation and their mission at here.
Don’t miss this unique opportunity to grow professionally and give back. Secure your spot today and be a part of a business community that cares. See you at the workshop!
Event Speakers
Stephen Cummings, CPA, CA, FCA, BSc (Econ), CEPA®
CEO, Managing General Partner, Rizolve Partners
A leading advisor and financial expert who works with private Business Owners to identify and drive value. Rizolve specializes in developing transformational strategies that position businesses for exit on optimal terms. Prior to founding Rizolve Partners, Stephen was a partner or executive with leading PE & VC firms; Harlequin Enterprises; and Deloitte, London, UK. Stephen received his CERTIFIED EXIT PLANNING ADVISOR® (CEPA) designation in 2021.
Peter Lount, Founder
Return on Life
Peter’s journey to entrepreneurship started with Real Estate Investing, which led him into business ownership as a Life Licenced Advisor. Peter and his team of professionals are passionate about empowering their clients with choices to protect the wealth they have created. Peter helps entrepreneurs capitalize on Simple Concepts with Life Insurance to avoid Big Problems with Taxes and Transitions from Beginning to Estate.
Chad Robinson, President
Align Mortgage Corporation
Chad Robinson is the president of Align Mortgage Corporation with more than25 years of finance experience, he has particular expertise in private lending, and commercial development. A valued resource, he is regularly featured on several real estate media outlets. He was awarded MA Mortgage Architects Inc.’s Silver Award in 2019 and Gold Award in 2020, and he was featured on the CMP Hot List of mortgage professionals for 2020. Chad holds a Bachelor of Economics with a specialization in international business from Carleton University. His enthusiasm for the real estate industry along with his desire to address each mortgage request with one-on-one attention while looking at all possible angles enables Chad to stand out from other mortgage professionals.
Shawn Quigg, Chief Value Officer
Prosperous Law
Shawn Quigg is an entrepreneur and lawyer for entrepreneurs and real estate investors. After a successful career with the federal government, Shawn followed his entrepreneurial calling to law & business school. It was here that Shawn first began to invest in real estate and other ventures. Shawn has since become a lawyer, practicing on Bay Street for a while, later moving to a smaller firm to focus on helping real estate investors before launching his own firm – ProsperUs Law – in July of 2023. Shawn and his team regularly assist and advise business owners and real estate investors on transactions, structuring and other matters.
Shawn is getting married in July, has a dog named Pluto, enjoys playing sports and an excellent craft beer.
Event Schedule
Welcome
5:00 PM
Presentation
5:15-6:30 PM
Q&A Discussion
6:30-7:00 PM
Partners