Transition

With 10,000 baby boomers turning sixty-five years old every day for the next decade and 80% of privately owned business owners in their fifties now is the perfect time to start a conversation with our team to learn the current value of your business and what a succession and sales process for you might look like. Planning early is an initiative-taking way to understand and learn how to improve the current valuation of your business and how and when to engage our team in selling your business with the highest return to you and your family.

The highest valuations come from buyers who place tremendous added consideration on your ongoing engagement, typically less than 5 years. There is no better operator of your business in the short term than you and sophisticated buyers allow you to reduce your risk through a initial transaction and help you over time realize additional returns as they transition into operating your business and you take out more of your equity and capital to enjoy the initial and subsequent return on your challenging work in the pursuit of your retirement.

We sell your company by conducting a professionally tailored, highly confidential, and global marketing process designed to create a competitive auction for your company. This requires careful planning, professional selling, and thorough execution, as you get only one opportunity to do it right. With the average business sale taking 7 to 12 months to complete, having a trusted M&A advisor allows you to continue running your business and increases your rate of success, valuation achieved and likelihood of closing.

Buyers and investors actively work to uncover investment value. They then base their offers on their best understanding of those values. A professional M&A sales process goes beyond financial value and highlights the intangible values of your company such as loyal customers, market positioning, proprietary processes, and goodwill.

We have spent a great deal of time analyzing the M&A process from both a seller's perspective as well as a buyer. We have crafted our process to not only yield the highest valuation for our clients, but also to ensure they receive the highest probability of closing. This is achieved by ending miscommunication from day one, conducting thorough preliminary due diligence to uncover and get ahead of deal "hair" and firmly negotiating key deal terms prior to a signed letter of intent (LOI). In addition, we keep our back-up bidders on standby to keep an urgency of closing and to keep the price target intact during post-LOI confirmatory due diligence.

Finally, we keep an extensive network of cross-border banking partners, advisors, investors, and strategic buyers who we actively stay in touch with on a regular basis due to their heightened interests in attractive Canadian-based private market opportunities. To this extent, our Confidential Information Memorandums (CIM’s) go to market in both English and foreign languages to garner direct interest from an incredibly competitive and expansive market in other continents. In the end, every stone is unturned when selling your company.