Wealth Manager; Is Your Clients Exit Strategy on the Agenda?

Selling Your Canadian Business · Feb 23, 2026 · 12m

This podcast is designed for Wealth Managers who work closely with entrepreneurial clients and want to ensure exit strategy conversations are not overlooked. It highlights the massive shift taking place among Canadian business owners as many transition from active ownership toward retirement and monetization. The episode reinforces why a business exit is often the single largest financial event in a client’s life and why it deserves a permanent place on the advisory agenda.The discussion explores the risks facing business owners whose wealth is heavily concentrated in privately held companies…