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March 30-April 1 September 14-16

(LIMITED TO 20 COMPANIES) (LIMITED TO 20 COMPANIES)

THE WESTIN BRISTOL HOTEL TORONTO AIRPORT

Book before March 1 2012 Save up to $500

THE DEFINITIVE EVENT FOR BUSINESS OWNERS AND LEADERS WHO WANT PROVEN, MEASURABLE SOLUTIONS. GROW LIKE YOU HAVE ALWAYS WANTED & EXIT THE WAY YOU HAVE ALWAYS DREAMED OF.

The Catelyst

PJ WADE

RBC Dominion Securities

DAVID BARNSDALE

SEAN CAVANAGH
First Servant Capital

STUART BOLLEFER
Aird & Berlis

CECILIA MOFFATT
Aird & Berlis

DON JOHNSTON
Aird & Berlis

PETER CZEGLEDY
Aird & Berlis

STEVEN KELMAN
Aird & Berlis

JASVINDER CHAUHAN
Single Spirit

Strategic Advisory

JOHN ODWYER

JEAN LETOURNEAU
SBVCG

Business by Philosophy

HARISH CHAUHAN

Business by Philosophy

RYAN WEAVER

GRAY HAMMOND
Brand Wright

LESLIE RILEY
Brand Wright

LARRY RUDOLF
Revenue Perform

Revenue Perform

WAYNE WOOD

TOM BRECKLES
Borderline Capital

3 Days, 18+ Experts, 7 Strategic steps to help you grow your business, successfully & simply 6 years in the making, 1000s of hours in expert content development 10s of years of expertise, combined in one weekend to help you ask the right questions and get the best answers. ATTEND THIS EVENT AND LEARN TO
Find Out Why Growing Revenues Is Not Enough Measurably Improve Human Capital Performance and ROI Streamline Your Customers For Better Pro tability and Loyalty Overcome Key Barriers To Growth Grow Business Value Better and Easier Than Growing Revenues Alone Understand Why Your Shareholders Agreement Impacts Exit Success See How Insurance, Estate And Tax Planning A ects Growing, Exiting Find Out How Valuable Your Goodwill Is and How To Capitalize On It Determine What Kind Of Growth Options Are Ideal For You De ne What Your Perfect Exit Looks Like And Why Design A Better Marketing Infrastructure That Leverages Social Media Overcome The Human And Emotional Factors That Break Deals Reclaim and Safeguard 74% of the Value In Your Company

And more...

grow successfully. exit prosperously.

TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:

www.GrowForThePerfectExit.com

WHY THIS RETREAT IS UNLIKE OTHERS


Just like it takes a coordinated team using one set of blueprints to build a house, it takes a coordinated team using your blueprints to help you build a valuable company and achieve your perfect exit whatever that exit may be.
It doesnt matter if you are an emerging company, growing, establishing, acquiring, selling, or exiting - building a valuable company and protecting your wealth is essential.

STRATEGIC GROWTH & EXIT BLUEPRINT for


1 SHAREVALUE
STAGE 1: STRATEGY
Define & Implement Grow Business & Value

YOUR COMPANY NAME HERE


STAGE 4: MANAGE
Post-Exit Wealth
FUTURE GROWTH

WELCOME MESSAGE

STAGE 2: INCREASE

STAGE 3: MONETIZE
Pre-exit Strategy

($, Equity, Goodwill revenue)

7 6 2
CUSTOMER ASSETS

Business by Philosophy

HARISH CHAUHAN

Business by Philosophy

RYAN WEAVER

What you need Who you need and when

Why you need it How to do it successfully


5
INTANGIBLE ASSETS

BRAND ASSETS

HOW IT ALL BEGAN About 6 years ago I sat in the boardroom of one of the best managed companies in Canada. When I asked the owner what his perfect exit was he said:
Grow my company five times its current revenue and sell the company Despite such great vision, our diagnostics revealed key areas for improvement that, if not addressed, would put the owners and their families at great risk. Solving these issues correctly meant having a team. The owner nor I had such a team in place then. I wondered, If one of the best managed companies needed such a team of experts then so would others. This insight became the genesis of this project. - Harish Chauhan After 6 years and 1000s of hours in content development, over 100 meetings with some of the best advisory rms in the country we are both honoured and proud to present an interdisciplinary team of experts that deliver the key ingredients for growth and exit success in one weekend event.

When it comes to your business, your future and your wealth, ignorance is NOT bliss. Because you only have one chance to do things right understanding is not only important, it is crucial.

HUMAN ASSETS

This event brings together the very experts who have the proven track record to do what it takes from start to finish.

3 4 (Now)

TANGIBLE ASSETS

FIXED ASSETS

Complete interactive, hands-on experience with a multi-disciplinary team


Each expert takes your business step by step through measurable, breakthrough techniques for growth and exit.

EXIT

DESIGN YOUR OWN BLUEPRINT FOR GROWTH AND EXIT SUCCESS...WITH THE HELP OF 18+ SUBJECT MATTER EXPERTS

All the Best in Class Experts in one room at one time

It can be overwhelming and confusing to know when you need a certain expert and when you dont. We remove the guesswork. Each expert forms a uni ed approach no missing pieces for you to gure out on your own nally you get the whole picture from start to nish.
value successfully, and how to bank them successfully

DAY 1
STEP 1: BEGIN WITH THE END. START WITH YOUR WHY?

DAY 2
STEP 4: BUILDING YOUR FOUNDATION FOR SUCCESS STEP 5: GROWING YOUR BUSINESS: ORGANIC vs TRANSACTION GROWTH

Learn what your most lucrative assets are, how to maximize their
Intangible assets represent almost of the value of your company, yet they are the most complex assets to manage, maximize and monetize. The Unifying Philosophy (UPh) Asset is a process that e ectively harnesses these disparate assets to help maximize and monetize the majority of your business value with more ease, less risk and measurable returns.

In Coveys words, beginning with the end in mind and de ning your why helps accelerate success and helps make it meaningful. Some build great enterprises to change their family, their community, a country, or the world what is your why? Discovering your driving force helps ensure that your plan for growth and the inevitable exit is aligned with your dreams, vision and desired legacy.
STEP 2: DEFINING YOUR PERFECT EXIT

What are the PROs, CONs, and OPTIONS for ORGANIC and TRANSACTION GROWTH and which one is right for you. Based on your answers in Steps 1-3, your key strengths and appetite for opportunity and risks will help build your blueprint. You will gain insight into the wide range of solutions that facilitate the perfect exit for you. Understand why deals fail and how to minimize risks of failure including addressing and overcoming the emotional factors that ruin success. Learn how to best fund, manage and execute your growth options.
STEP 6: MAKING IT HAPPEN

Understand and proactively prepare for the deal breakers and deal makers

Business is about relationships. Growing and Exiting is not just about methodologies, concepts and strategies its also about emotions and responses to them. We examine the emotional factors that can make and break deals. Making successful deals is about establishing a state of readiness in advance. You will experience for yourself your state of readiness at each step of the 7 step Grow and Exit blueprint process. This workshop is not theory. Youll build your own business blueprint and chart out your personalized action plan with hands-on help from the experts who have successfully made it happen for other owners like you. How many workshops have you attended only to lose most of that excitement, insight and traction within days? Not this time. This is rubber meets the road follow up. Just like it takes 21 days to break a habit, we will deliver 3 follow up calls of up to 1 hour (within 72 hours, 7 and 21 day calls) and 1 additional face-to-face meeting (day 22-30). Now you will have complete expert support to stay on track and achieve real results at no extra cost.

Knowing exactly where you want to go helps you get there better and faster. How much success is enough? How much money is enough? What is at stake? What are you willing to do, not do, and how far will you go? De ning your target sets up your growth trajectory and maps out the level of resources (time, money, people), intensity, investment, manpower, and strategy required to achieve it.
STEP 3: WHAT IS YOUR STARTING POINT

Strategies fail when they are not implemented correctly. But what is the best way to get things done? A proven getting it done program will be presented so your blueprint and plans are actionable and successful. Breakthrough solutions for maximizing, managing, measurable (ROI) will be presented to ensure your action plan is bullet-proof:
A) VALUE PERFORMANCE B) PEOPLE PERFORMANCE C) PROCESS PERFORMANCE D) REVENUE PERFORMANCE

OUR VISION NOW A REALITY

Create a one stop shop event with some

Your dreams Your goals Your blueprint

Determining your starting point helps to identify your: Strategy gap, opportunity gap, time gap, growth gap, value gap, and wealth gap. Find out why and how your current structures and business value helps drive a prioritized action plan for growth and exit success. You will learn about why business valuation is vital, what makes a business more valuable, and how to ensure that this value is optimized and protected.
STEP 4: BUILDING YOUR FOUNDATION FOR SUCCESS

Each aspect of your business will come together into one organized blueprint, just like plans for building a house. Subject matter experts will present solutions using case examples, exercises, diagnostics, and checklists and interactive discussions. Piece by piece each component of your blueprint will form a complete plan that reinforces your success.

of Canadas best experts teaming up to help owners build their companies more successfully than they could have imagined. shareholder value across their most lucrative assets, secure that value and optimize for post-exit after tax proceeds. owners can simplify the complexities of growing for the perfect exit. On behalf of all of us, we welcome you to Grow For Your Perfect Exit.

Help owners maximize measurable

1 on 1 mentoring for up to 30 days

DAY 3
STEP 6: MAKING IT HAPPEN STEP 7: MAKING THE PERFECT EXIT and ENJOYING YOUR PROSPERITY

Produce a destination event where

As in construction, the bigger the building the stronger the foundation required. Steps 1-3 set up the framework for the foundation you need to maximize after-tax proceeds, while minimizing the risk from start to nish during growth, pre and post exit. This kind of planning helps prevent costly mistakes, manage controllable risks for improved peace of mind for you, your business, your family and your future.

75% of 200 business owners studied were disappointed about their sale price and frustrated about the sale process - The Exit Planning Institute

You can go to any other event on selling your business, succession planning, growing your business or maximizing value, but until you put all the experts and their solutions together you may not get the right plan for you.

By implementing Steps 1-6 successfully, statistics like these can be avoided. Armed with solutions from each expert you will better identify and seize opportunities. Solutions on wealth preservation and life after exit are presented to help you secure and enjoy your prosperity and legacy for generations to come.

March 30-April 1 September 14-16


(LIMITED TO 20 COMPANIES) (LIMITED TO 20 COMPANIES)

THE WESTIN BRISTOL HOTEL TORONTO AIRPORT

Business leaders and shareholders will be immersed in an intensive and interactive program that demonstrates how to securely, strategically and sustainably grow the business for maximum value.
ACHIEVE BREAKTHROUGHS MAXIMIZE VALUE REDUCE RISK GROW SUCCESSFULLY EXIT PROSPEROUSLY OPTIMIZE & PROTECT WEALTH

Can you afford NOT to attend? See for yourself...


If you answer YES to at least 5 of these questions then attending this event is right for you right now.

Y N Y N Y N

Do you want to build a measurably valuable company? Do you have plans or desires to build a company that can thrive with mimimal Do you want your customers, suppliers, and vendors to clearly understand what makes your company special? Do you need a better way to get more, measurable ROI from the investments you are making in your people, marketing, and processes?

WHO SHOULD ATTEND



Shareholders (majority or minority, active or non-active in the business) Business owners, CEOs, Presidents Business families (active and non-active family members) Spouses Executives responsible for share value, profit and people performance

Y N

This event is right for you irrespective of what industry you are in, your size, businesses that are closely held (private, partnership or family owned).

Y N Y N Do you want to invest your time, money and resources to grow your business

WHAT IS A PERFECT EXIT?


A perfect exit is defined as one that meets your goals, on your terms and on your own timing. In other words, a perfect exit is an exit that is perfect for you. If you are proactively building a truly valuable company the perfect exit can be a realistically acheiveable part of your business growth plan.

Y N

Do you want to learn what mistakes to avoid when buying, selling, merging, and and surprises that comes with them?

Y N

Do you wonder how much your company is worth, and want to learn how to make it more valuable, with less risk, cost, and in less time so you can command the highest price possible - if and when you want to exit? Do you want a step by step way to work better with experts so that you can About 74% of what your company is worth relates to your brand, goodwill to make the most money from it important for you and your success?

YOUR INVESTMENT IN YOUR BUSINESS


$2480.00 first delegate - Early adopters save: $500 $1830.00 second delegate - Early adopters save: $200 $1660.00 each additional delegate - Early adopters save: $100 If you work with trusted advisors we suggest you bring them this includes your accountant, external advisors, board member etc. SPOUSES ENCOURAGED TO ATTEND - We highly recommend spouses to attend
Conference fees include presentations, a BLUEPRINT, Grow For the Perfect Exit Workbook, and 30 day follow up mentoring. Breakfast and refreshments are included. Delegates who attend
Book before March 1 2012 AND SAVE

Y N Y N

Y N

Do you want to learn how an up-to-date tax, legal and wealth solution

Y N Y N

A) Being undervalued in a buyers market? B) Never being sold because no one may pay you what you want for it? (80% of small / medium enterprises never get sold)

FOR MORE INFORMATION:

Harish (416) 919-1830 harish@businessbyphilosophy.com Ryan (289) 668-8494 ryan@businessbyphilosophy.com

IN THIS DECADE: 20 Million privately-owned businesses will transition 30 Million owners / managers will have some form of EXIT THEIR DECISION IMPACTS: 100-200 Employees (per company on average) and involves Trillions of dollars of wealth that will transfer from one hand to another. This may be the largest buyers market for companies in history - how will your exit strategy excel?
TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:

www.GrowForThePerfectExit.com

grow successfully. exit prosperously

TM

March 30-April 1 September 14-16


(LIMITED TO 20 COMPANIES) (LIMITED TO 20 COMPANIES)

THE WESTIN BRISTOL HOTEL TORONTO AIRPORT

Book before March 1 2012 & SAVE

THE DEFINITIVE EVENT FOR BUSINESS OWNERS AND LEADERS WHO WANT PROVEN, MEASURABLE SOLUTIONS. GROW LIKE YOU HAVE ALWAYS WANTED & EXIT THE WAY YOU HAVE ALWAYS DREAMED OF. 18+ EXPERTS HELP YOU BUILD YOUR BUSINESS BLUEPRINT TO GROW MORE SUCCESSFULLY AND EXIT MORE PROSPEROUSLY.

REGISTRATION FORM
COMPANY DELEGATES (Includes: Shareholders, Spouses, Trusted Advisors)
Name: ............................................................................................................. Website:...................................................................................... Title: ................................................................................................................. Email: .......................................................................................... Tel: ................................................................................................................... Mobile: .......................................................................................

INVESTMENT Delegate 1

$2480
(Save $500 before Mar 1/12)

Conference fees include documentation, breakfast and refreshments. Delegates who attend all sessions will receive a Certicate of Program Completion. This event will be recorded. Consent forms will be available. E orts will be made to maintain delegates con dentiality.

Name: ............................................................................................................. Website:...................................................................................... Title: ................................................................................................................. Email: .......................................................................................... Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 2

Payments
A con rmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. Credit card payment If you would like to pay by credit card, please tick here and a member of our team will contact you to complete your request.

$1830
(Save $200 before Mar 1/12)

Name: ............................................................................................................. Website:...................................................................................... Title: ................................................................................................................. Email: .......................................................................................... Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 3

$1660
(Save $100 before Mar 1/12)

Name: ............................................................................................................. Website:...................................................................................... Title: ................................................................................................................. Email: .......................................................................................... Tel: ................................................................................................................... Mobile: .......................................................................................

Delegate 4

Cancellation
If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the event are subject to a $250 administration charge. Registration fees for registrations cancelled 7 days or less before are non-refundable. Substitutions of delegates are welcome at any time. In the event of unforeseen circumstances beyond our control, Business by Philosophy reserves the right to alter the venue, and/or speakers or topics.

$1660
(Save $100 before Mar 1/12)

COMPANY DETAILS
Company: ............................................................................................................................................................................................................ Address: ................................................................................................................................................................................................................ Postal Code: ............................................................................ Website: ........................................................................................................... Tel: .............................................................................................. Fax: ................................................................................................................... No. of employees at your location: 0-24 25-74 75-149 Nature of your company's business: 150-249 250+ YES, I would like to receive information about future events & services via e-mail .................................................................

Venue & Accommodations


We have reserved a block of rooms for our delegates. If you require any accommodations, please contact us at your earliest to reserve your room and avoid last minute inconveniences.
PRODUCED BY

..........................................

FOR MORE INFORMATION: Harish (416) 919-1830

Ryan
grow successfully. exit prosperously
TM

(289) 668-8494

harish@businessbyphilosophy.com ryan@businessbyphilosophy.com

TO GET A FULL AGENDA AND LEARN MORE ABOUT THIS EVENT VISIT:

www.GrowForThePerfectExit.com