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Ownership Transfer & Closing

Coordinate the closing day: funds flow, share/asset transfer, licenses, leases, payroll, banking.

2-4 weeks
Successful Closing + Day-One Playbook

What's Included

Closing day involves 30+ moving parts: funds flow, share or asset transfer, lease assignment, license transfer, payroll transition, bank account changes, supplier notifications, customer communication, insurance transfer, WorkSafeBC, and CRA.

We project-manage the closing: - Pre-close checklist (60+ items) - Funds-flow memo signed by buyer, seller, lender - License and permit transfer applications submitted on time - Lease assignment executed and landlord notified - Payroll provider transition and ROE management - Bank account changes and signing authority - Supplier and customer day-one communication - Day-one operational playbook ready - Insurance, WorkSafeBC, and CRA confirmations

We have closed 100+ Canadian SMB deals and know every gotcha.

Key Benefits

Nothing falls through the cracks

Closing date does not slip

Day-one operations stable from minute one

Suppliers, customers, employees properly transitioned

Regulatory and tax compliance from day one

Available in These Packages

Most Popular

Complete Acquisition

$5,990

View Package

Premium Concierge

$14,900

View Package