Complete Business Sale Advisory Services
From initial valuation to final closing, we provide comprehensive support at every stage of your business sale journey. Our expert guidance ensures you achieve the best possible outcome.
Get Free ConsultationBusiness Valuation & Financial Analysis
Get an accurate, market-based valuation of your business — the foundation of every successful sale.
- Three valuation methodologies: DCF, market multiples, asset-based
- Normalized EBITDA & SDE with full add-back schedule
- Canadian transaction benchmarking (BVR / DealStats / IBBA)
- Comparable transactions in your industry & region
Exit Planning & 3-Year Value Enhancement
Build value deliberately for the 1–5 years before sale so you exit at a premium, not a fire-sale.
- Current-state valuation & gap-to-target analysis
- Written 3-year value-building roadmap
- Customer-concentration de-risking plan
- Key-person dependency reduction strategy
Sale Preparation & Confidential Information Memorandum
Build a sale-ready package: CIM, data room, financial story, marketing materials.
- 30–60 page Confidential Information Memorandum (CIM)
- Anonymized one-page teaser for blind marketing
- Indexed data room with 300+ item checklist
- Normalized financial statements & add-back schedule
Confidential Marketing & Buyer Search
Reach 200+ qualified buyers — confidentially — across Canada and internationally.
- Main Street: BusinessesForSale, BizBuySell, BCBusinessForSale, Kijiji
- Mid-Market: targeted outreach to 100–250 strategic & financial buyers
- Anonymized teaser & blind market positioning
- Buyer qualification: financial capacity, source of funds, industry fit
Buyer Screening & Qualification
Separate serious, funded buyers from tire-kickers — before they waste your time.
- Buyer financial-capacity verification
- Source-of-funds confirmation (bank LOI or proof of funds)
- Industry-experience & operating-history review
- Strategic-vs-financial buyer classification
Negotiation & Deal Structuring
Price is one variable. Terms — earn-outs, working capital, indemnity, escrow — often matter more.
- Multi-buyer competitive process management
- LOI solicitation, comparison & negotiation
- Working-capital target negotiation
- Escrow size, term and release-condition negotiation
Due Diligence Management
Manage the buyer's due diligence so it moves at our pace — not theirs.
- Pre-marketed data-room with 300+ items already loaded
- DD scheduling, sequencing & document-request management
- Buyer Q&A response coordination
- Quality of Earnings provider liaison
Deal Financing & Buyer Lender Coordination
Help buyers structure financing so deals actually close.
- Buyer financing-needs assessment
- Lender introductions (BDC, RBC, BMO, Scotia, CWB, credit unions)
- Lender package preparation support
- Vendor takeback (VTB) structure design
Closing Coordination
The last 60 days are where things break. We orchestrate every moving piece.
- Definitive Purchase Agreement review & negotiation support
- Working-capital target & true-up calculation
- Lease assignment coordination (landlord consent, estoppel)
- Employment agreement execution (you & key managers)
Post-Close Transition Support
Help your buyer succeed — protect your earn-out, reputation, and vendor takeback note.
- 30–180 day transition planning
- Key-customer introduction & relationship transfer
- Vendor & supplier introductions
- Operational knowledge transfer documentation
Buy-Side Advisory
Find and acquire the right business — without overpaying.
- Acquisition thesis & investment criteria definition
- Proactive off-market sourcing (200+ businesses screened)
- Confidential outreach to non-listed sellers
- Independent business valuation of every target
Family Business Succession Planning
Transition your business to the next generation — or to a third party when family isn't the answer.
- Family-vs-third-party transition assessment
- Next-generation readiness evaluation
- Management buyout (MBO) structuring
- Employee Share Ownership Plan (ESOP) feasibility
Confidentiality & NDA Management
Your employees, customers and competitors learn last — that's the foundation of every deal we run.
- Tiered NDA structure (mutual, one-way, advisor)
- Anonymized teaser & blind market materials
- Restricted buyer list (block competitors by name)
- Gated data room with per-user access logs
Tax-Efficient Deal Structuring
The right deal structure can save you 15–30% in tax — far more than fee differences across advisors.
- Share-sale vs asset-sale impact analysis
- Lifetime Capital Gains Exemption (LCGE) qualification
- Qualified Small Business Corporation (QSBC) status review
- Section 85 rollover & holdco structuring (with tax counsel)
Our Comprehensive Approach
Each service builds upon the previous to create a seamless sale process
1
Business Valuation
2
Exit Planning
3
Sale Preparation
4
Buyer Search
5
Buyer Screening
6
Negotiation
7
Due Diligence
8
Deal Financing
9
Closing
10
Transition Support
11
Buy-Side
12
Succession Planning
13
Confidentiality
14
Tax Structuring
Ready to Sell Your Business?
Schedule a free consultation to discuss your goals and learn how we can help you achieve a successful sale.