April 21, 2023

Pharmacy U Toronto, April 1, 2023

Making the most in the last stretch of pharmacy ownership: From your exit plan to liquidity event and beyond

Your pharmacy ownership timeline is not defined so much by your age but by what life stage you are in. In this session, Mike Jaczko, Partner and Portfolio Manager with KJ Harrison Investors and Max Beairsto, President of EVCOR (Enterprise Valuators Corporation), take you through the essential elements of the later stages of pharmacy ownership – after the acquisition and after having paid off the debt. Mike and Max start with considerations of being a mature owner, followed by post-sale matters. Attendees will leave this session with a basic understanding of tax-efficient corporate structures, succession and estate planning, preparing a store for sale, the sale process, and protecting your wealth after your liquidity event.