For partners
Your client is thinking about selling. Bring us in early.
We prepare the business one to two years ahead and run the sale. You keep the client.
When to bring us in
Six moments that mean it is time.
You usually hear them before anyone else does.
- 01
“What do you think my business is worth?”
- 02
An unsolicited offer, or a competitor that just sold.
- 03
Questions about the capital gains exemption, a holdco or a family trust.
- 04
The owner pulls more cash out and stops reinvesting.
- 05
The owner is 55 or older and there is no clear successor.
- 06
A health, family or shareholder event forces the question.
A good fit: Canadian and founder-owned, $1M to $10M in EBITDA, and an owner who could sell in the next one to two years, even if they haven’t said it out loud.
What happens next
What happens to your client.
- 1
You make the introduction.
A short email to the owner and us is enough. Or tell us first, without naming them, and we will talk it through with you.
- 2
We meet the owner.
A thirty-minute conversation, then a free Exit Readiness Assessment: 41 factors, done live with the owner. There is no pressure to sell.
- 3
We begin the preparation.
This is where the work is done. We fix what a buyer would mark down, so the business is ready long before anyone looks at it.
- 4
You stay close.
With the owner’s consent, you are part of the whole process: you see what we found, where your work fits in the plan, and an update at every milestone through the close and after it.
Our promises
What you can hold us to.
- Your client stays your client.
- We do not bring our own accountant, lawyer, wealth manager or lender. We fill the seat beside you, never yours.
- You hear from us at every milestone.
- With the owner’s permission, nothing reaches you as a surprise.
- We never go around you.
- If your client needs something you do, it comes back to you first.
- We will not push a sale.
- If an owner should wait, we tell them to wait. Selling at the wrong time is the problem we exist to fix.
- We send work both ways.
- Every owner we work with needs more than us: an accountant who knows transactions, a lawyer for the deal, a plan for the wealth that follows. When they do, we introduce partners from our network, on fit for the owner’s situation.
For your clients
Four ways we support your clients.
Whether or not an owner is ready to sell, ask us for any of these.
One owner in mind? Book a partner call or write to bhavin@mylegacymatters.ca.
- 01
Education
Plain-spoken sessions for your clients on value, timing and what buyers look for.
- 02
Meeting participation
We join you with clients and prospects, one-on-one or in a group, to help you win the work.
- 03
Exit Readiness Assessment
41 factors, done live with the owner. Free, and no pressure to sell.
- 04
Free tools and resources
What Remains, the Pre-Flight Kit, and our insights, ready to share.
Browse resources
Join the network
Work with owners at the moment it matters most.
For accountants, lawyers, wealth managers, lenders and operators who serve Canadian business owners.
- Introductions to owners preparing for a sale
- A seat on the deal team when your client sells
- Learning sessions for your team, including lunch-and-learns
- A partner who keeps you informed from start to close