Strategic Advisory Services
Helping Canadian business owners protect, grow, and realize the full value of their business— with lender-ready valuations, structured exit planning, and confidential brokerage.
Everything you need—before, during, and after a transaction
We act as the central coordinator between your accountant, lawyer, and lender—ensuring the process is clear, efficient, and financially optimized.
Business Valuation
Understand your true market value with a lender-ready, evidence-based valuation.
- Market comps & EBITDA normalization
- Risk / opportunity adjustments
- Clear valuation range & assumptions
Exit Planning
Turn a future sale into a structured plan with timelines, priorities, and readiness steps.
- Readiness scoring & gap analysis
- Tax-aware coordination with advisors
- Deal structure strategy
Value Enhancement
Improve profitability and reduce buyer objections to increase valuation outcomes.
- KPI review & margin improvements
- Operational optimization roadmap
- Owner dependency reduction
Business Brokerage
Confidential marketing, buyer qualification, negotiation, and closing support.
- Serious, vetted buyers only
- Offer strategy & negotiation support
- Due diligence to close management
How value is created in a transaction
Buyers pay premiums for predictable cash flow, strong documentation, stable staffing, and low operational risk. Our role is to package your business in a way lenders and qualified buyers trust—fast.
Detailed service breakdown
Each engagement is structured, documented, and aligned with lender expectations.
Business Valuation
A valuation should be more than a number. We build a defensible valuation range supported by real market activity and clear assumptions—so lenders and buyers can move with confidence.
What you get
- Valuation range with assumptions explained
- Financial normalization (add-backs, owner compensation, one-time items)
- Market comparables and rationale
- Advisor call to review findings and next steps
Documents we typically request
- 2–3 years financials (monthly if available)
- Lease summary & key contracts
- Payroll / staffing overview
- Operational notes (hours, systems, suppliers)
Exit Planning
Exit planning reduces uncertainty. We build a step-by-step roadmap that strengthens your business, prepares documentation, and aligns your advisors—so you don’t discover problems during due diligence.
Focus areas
- Owner dependency reduction
- Financial presentation & documentation
- Operational risks and buyer objections
- Deal structure options and timing strategy
What you get
- Exit readiness score + gap plan
- Priority action roadmap (30/60/90 days)
- Advisor alignment checklist (accounting / legal / lender)
- Confidential “sale narrative” positioning guidance
Value Enhancement
Increasing value is often about removing friction: strengthening margins, documentation, staffing stability, and predictable performance. We focus on improvements buyers reward.
Common improvement levers
- Pricing and margin optimization
- Staffing structure & scheduling efficiency
- Supplier terms and inventory control
- Reducing concentration risk
What you get
- Performance dashboard & KPI targets
- Operational improvement checklist
- Buyer objection prevention plan
- Quarterly progress review (optional)
Business Brokerage
Brokerage is not just listing. It’s positioning, confidential outreach, buyer qualification, negotiation strategy, and managing due diligence until closing.
What we manage
- Confidential teaser + full package creation
- Buyer screening + NDA process
- Offer review and negotiation support
- Due diligence document flow
What you get
- Dedicated advisor handling communication
- Clear milestone plan from launch to closing
- Support through lender, legal, and accounting steps
- Closing coordination and next-step planning
A clear, five-phase advisory workflow
We keep the process structured: discovery → valuation → positioning → qualified buyer outreach → negotiation & due diligence → closing. This reduces risk and protects confidentiality.
Your Ownership Timeline
Support at every stage—buying, building, preparing, and selling.
Buying
Due diligence support, valuation review, lender-aligned documentation, and deal guidance.
Building
Business health check: profitability levers, staffing stability, brand positioning, and KPI clarity.
Preparing
Exit readiness: reduce risks early, clean documentation, strengthen margins, structure for taxes.
Selling
Confidential outreach to vetted buyers, offer strategy, negotiation, and diligence-to-close management.
Common Questions
Short answers to the questions business owners ask before starting.
How do you maintain confidentiality during a sale?
We start with a teaser that does not identify your business. Buyers are screened first, then sign an NDA before receiving details.
What makes a valuation “lender-ready”?
Clear assumptions, normalized earnings, supporting documentation, and a structure lenders recognize—so financing can move faster.
When should I start exit planning?
Ideally 12–36 months before selling. That window gives time to reduce risk, improve EBITDA, and clean documentation.
Do you work with my accountant and lawyer?
Yes. We act as the coordinating point to keep everyone aligned on structure, timing, and required documents.
How long does selling usually take?
It varies by industry, readiness, and buyer financing. A structured process and clean documentation can reduce delays significantly.
Speak with a Senior Advisor
Whether you’re ready to sell now or want to strengthen your business for a future exit, the first step is a confidential conversation.
Serving BC • Ontario • Alberta • Saskatchewan • Manitoba