Who we serve
Founder-owned Canadian businesses, one to three years from a sale.
For owners who built something real and want to leave it in good hands, on their terms.
Fit
You may be a fit if…
- You own most or all of a Canadian business with $1M to $10M in EBITDA.
- You are one to three years from wanting a change, or you would like the option.
- The business still leans on you more than you would like.
- You would rather plan and prepare for the biggest transaction of your life instead of rushing it at the last minute.
Most of our clients tick all four.
We’re not the right fit if…
- You only want your business listed for sale.
- Your people and your culture don’t factor into how you leave.
- You would rather avoid the tough conversations.
- You aren’t motivated to change how things are done for a better outcome.
Sound like you? A thirty-minute conversation will tell us both.
Book a private conversationWhen to call us
Call us the moment one of these happens.
Each one starts the clock. The earlier you call, the more of the outcome is still yours to shape.
A buyer has already called.
Friendly tone, real money, gentle urgency. You want to know what the business is really worth before you answer.
The next generation chose their own lives.
The succession plan you never wrote now has one path left, and it deserves to be designed.
Time has become a constraint.
A birthday, a doctor’s advice, a partner who wants out. The question changed from whether to how well.
You simply want it to run without you.
You may never sell. You would like to know you could, at a price that reflects what you built.
A sale fell through.
A process stalled in diligence, or an offer was cut at the last minute. The value is still there. It needs to be recovered properly.
Partners want different things.
One shareholder wants out, another wants to grow. A plan everyone can sign keeps the business, and the relationships, intact.
Industries
Where we spend our time.
Founder-owned companies where the owner’s judgment is built into the operation. If yours is outside these, ask. The principles of preparation travel well.
- Manufacturing
- Distribution
- Business Services
- Food & Beverage
- Aerospace & Defence
- CPG
Next step
Recognise yourself in one of these?
Thirty minutes, confidential, and useful whatever you decide.
Not ready to talk?
The Pre-Flight Kit: the frameworks and checklists we use with clients, sent to your inbox.
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