Did you miss this powerful event?
Thursday May 25, 2023
7:30am – 9:30am
Credit Valley Golf and Country Club
2500 Old Carriage Road, Mississauga, ON
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About This Event
Learn what needs to be done now to ensure you can achieve maximum value
in your business. Avoid common pitfalls & mistakes.
You will learn about…
Identifying Your Magic Number
Bridging the Profit, Quality & Wealth Gaps
Strategies to Maximize Your Net Proceeds
Your End Result and How to Get There
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 and Haunn-Landers & Co.
Event Speakers | The Panel
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.
Tim Haunn
Founding Partner at Haunn-Landers & Co. (HLCO)
As a trusted advisor to ‘Accomplished Entrepreneurs’ and their families for 40 years, Tim’s values-based processes build intimate relations designed to simplify and gain clarity around the complexities of wealth and family. HLCO’s ‘Advisory Model’ starts and finishes at a different point to gain an understanding of clients’ Dangers, Opportunities, and Strengths, which enable them to provide direction, confidence, and creativity.
Bob Cariglia, B. Comm, MBA, CSL, CEPA®
Associate Partner, Sales Expert at Rizolve Partners
As a CERTIFIED SALES LEADER® (CSL), Bob helps companies build sales systems, processes, and accountability to create record-breaking growth. With over 30 years of leadership experience, Bob has worked with large companies and entrepreneurial organizations in technology, manufacturing, financial, and customer service sectors in North America and abroad. Bob earned his CERTIFIED EXIT PLANNING ADVISOR® (CEPA) designation in 2022.
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