Exit-Ready Owner Advisory
For owners planning to sell — get exit-ready before you list.
What's Included
Are you a business owner planning to sell in the next 12-36 months? Most Canadian sellers lose 10-30% of their exit value because their business is not exit-ready.
We provide exit-ready owner advisory: - Three-year financial cleanup and add-back documentation - Owner-dependence reduction - Management team build-out - Recurring revenue and customer diversification - Process documentation and SOP build - IP, trademark, and contract cleanup - Tax structure optimization (LCGE, holding company, freeze) - Buyer-ready CIM and information memorandum - Broker selection and negotiation
You sell faster, at a higher multiple, with cleaner terms.
Key Benefits
10-30% higher exit value
Faster sale process
Cleaner terms and lower indemnity exposure
LCGE preserved (up to $1.25M tax-free)
Less drama and disruption during sale
Related Specialty Services
More services in the same M&A lifecycle stage.