
You've got the team, the revenue, and the results to prove it. But what happens when it's time to step back?
Whether you're planning to exit, transition leadership, or retire in the next few years, your financial strategy should work as hard as you do. This webinar will show you how to reduce tax drag, protect your assets, and turn business success into lasting wealth.
If you have a vision for your next chapter, this is your roadmap to keeping more of what you've earned.
January 28, 2026
6:00 PM (CST)

A simple 5,4,3,2,1 framework that helps business owners understand where their business stands today and the steps that increase value and future readiness

Clarity on the wealth gap, value gap, and profit gap and how each one affects long-term financial outcomes

How to take your business from successful to significant by strengthening value drivers and building a scalable, transferable enterprise

A practical measuring methodology, including a six-point scale, that reveals where your business is strong, where it’s vulnerable, and what to improve next
managing substantial revenue and operational costs
considering a sale, succession, or retirement
who want to protect profits through smarter tax and financial planning
looking to turn business income into sustainable, long-term wealth
Blair Lukan, CFP®, is a Financial Advisor and one of only three Certified Exit Planning Advisors (CEPA) in Saskatchewan. Blair specializes in helping business owners navigate the complex intersection of business growth, tax efficiency, and personal wealth planning. With a background in coaching and a commitment to deep listening, Blair brings a unique approach to financial advising that focuses on clarity, intentionality, and helping clients reclaim their most valuable asset: time. He works with business owners who are ready to move from simply earning income to strategically building and protecting wealth that lasts for generations.
