Partners
For the advisors owners already trust.
Accountants, lawyers, wealth managers, and bankers see the exit question long before anyone else. We help you answer it, without ever taking your seat.
Our promise
What you can count on.
- Your client stays your client.
- We never replace the accountant, lawyer, wealth manager, or banker already in the room. We fill the seat beside you.
- You stay informed.
- With the owner’s permission, we keep you close to the work, so nothing reaches you as a surprise.
- We make your work easier.
- Cleaner financials, a clear timeline, and an owner who understands the process. The transaction goes better for every advisor at the table.
- We protect the relationship.
- Discretion with your client is discretion with you. Confidentiality comes first, always.
Referrals
When to introduce us.
A client mentions selling “in a few years” but has no plan.
An unsolicited offer has arrived and the owner is unsure what it is worth.
The business depends heavily on the owner, or on one customer.
There is no clear successor in the family or the management team.
A health change, a partner dispute, or fatigue has put the question on the table.
Get in touch
Let’s talk.
Bhavin is glad to meet any advisor who works with Canadian business owners, whether or not you have a client in mind today. Lunch-and-learns for your team are welcome too.