Most business owners plan to exit within the next decade, yet few have a formal strategy in place. This interactive session will help women entrepreneurs take control of their future by exploring the three critical dimensions of exit readiness: Business, Financial, and Personal. You’ll learn how to build transferable value, align your finances with your goals, and prepare emotionally for life after business—so you can exit on your terms and timeline.

Learning Outcomes

By the end of this session, participants will be able to:

1. Assess their current exit readiness across business, financial, and personal dimensions using a practical framework.
2. Identify key drivers of transferable business value and understand why buyers prioritize scalability and independence from the owner.
3. Understand the financial implications of an exit, including how to determine the amount needed to support post-exit goals and lifestyle.
4. Outline actionable steps to start building an exit plan today, reducing risk and maximizing future opportunities.

Speaker Bio: Sue Derlago

Sue Derlago, CFP®, CIM®, CEPA®, CFDS, is a Senior Wealth Advisor and Senior Financial Planner at Derlago Wealth Management, a Canaccord Genuity firm. Named a Leading Woman in Wealth, Sue has a deep understanding of corporate structures, tax-efficient strategies, and wealth management. As a Certified Exit Planning Advisor (CEPA®) she has helped countless business owners protect their assets, reduce taxes, and secure their financial legacies, ensuring their finances align with their personal and professional goals. What truly sets Sue apart is her empathetic approach. She knows that navigating personal and corporate finances can feel overwhelming, even for the most successful individuals. That’s why she’s built her practice on this simple belief: everyone deserves a plan that turns uncertainty into empowerment and potential into results. Whether you're navigating a major life transition, preparing to sell your business, or envisioning a work-optional lifestyle in retirement, Sue is committed to lifting the fog around money and helping clients use their wealth to shape the life they’ve always imagined.