Advice that makes your business more valuable
Practical consulting for owners planning an exit and for buyers making an acquisition, from people who see what buyers, sellers and lenders really look for.
How we can help you
Exit planning
Map out when and how you want to leave your business, whether through a sale to a third party, family or employees, and what you need to do to get there.
Sale readiness
Identify and fix the issues that reduce value or scare buyers away, 6 to 24 months before you go to market.
Financial clean-up & normalization
Organize your books and present normalized earnings clearly so buyers and lenders can trust the numbers.
Acquisition advisory
Independent advice for buyers: screening opportunities, reviewing financials and structuring offers and letters of intent.
Business plans & financing packages
Professional business plans, projections and lender-ready packages for acquisitions and growth.
Transition support
Plan a smooth handover of customers, suppliers and staff so value is protected after closing.
Built for owners and buyers
Our clients are owner-operators, family businesses, partners and first-time buyers across Ontario. Many come to us one or two years before they plan to sell, which is the best time to make changes that increase value.
Because we also broker businesses, our advice is grounded in what actually happens in real transactions.
How engagements work
- Discovery call A free conversation to understand your situation and goals.
- Clear proposal Defined scope, deliverables, timeline and fee, agreed upfront.
- Hands-on work We work with you and your advisors to deliver results.
- Follow-through Ongoing support as you put the plan into action.
Let’s talk about your plans
Tell us what you are working on and we will set up a free, confidential call.