Do you have an exit plan?

We have the road map to guide you through it.


Business Transitions & Exit Planning

Having the only Chartered Merger & Acquisition Professional in the province working on your behalf providing strategic advice and financial planning to support your personal, economic and estate planning goals as you transition out of your business.

Succession Planning to Maximize the Value of Your Business 

Voluntary or involuntary, exiting a business is often one of the most important events in an entrepreneur’s life. We want to make sure that you are prepared and have a plan going into this process to help you meet your personal, financial, and estate planning goals. We will work with you through proven strategies to help maximize the value of your business prior to exiting, including:

  1. Establishing the value of your current business
  2. Identifying and maximizing transferable value to purchasers
  3. Clarifying exit options and structures
  4. Sourcing potential purchasers
  5. Working with internal buyers