Transactional Support
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Navigate Major Transactions
With Confidence
If you're a first-time buyer or seller, the thought of a major transaction can feel overwhelming. Whether you're buying or selling a business, or preparing for a big transition, we're here to make the process simpler and less stressful.
We'll provide clear, step-by-step guidance, helping you navigate complex financial decisions and avoid common pitfalls. With our support, you can move forward confidently, knowing that every decision is backed by expert advice. We'll ensure you have the insights and financial strategies you need to achieve the best possible outcome, without the anxiety of doing it alone.
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Our Approach
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Comprehensive Analysis: Financial due diligence is very important. We dive deep into the numbers to uncover potential risks, opportunities, and hidden insights, ensuring you’re fully informed throughout the process.
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Tailored Guidance: From small business valuations to post-transaction integration, we adapt our approach to meet your unique needs, ensuring a customized solution for every stage of your transaction.
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End-to-End Support: We’ll be with you every step of the way, from financial due diligence to post-transaction planning, ensuring a smooth transition and successful results.
Our Pricing:
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Small Business Valuations: Accurately determine your business’s true value. Starting at $3,500 + HST.
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Getting “Market-Ready”: We clean up financials, optimize key value drivers, and enhance buyer appeal to help you sell faster and at a higher multiple. Starting at $300 + HST per hour (fixed pricing available upon request).
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Buy-Side Financial Due Diligence: Identify risks and opportunities in acquisitions to ensure you make informed decisions. Starting at $3,500 + HST. Limited scope engagement options available.
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Quality of Earnings Reports - Starting at $4,000 + HST
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Post-Transaction Integration: Ensure a smooth transition and identify critical focus areas during the first 90 days to achieve long-term success. Starting at $300 + HST per hour.
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Why Choose Us?
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Proven Track Record: We have successfully supported buyers in acquiring businesses and helped sellers maximize their sale prices through detailed financial analysis and strategic guidance.
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Comprehensive Transaction Support: From financial due diligence to post-transaction integration, we provide end-to-end support, ensuring all aspects of the transaction are managed effectively.
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Financial Insight: We analyze financial data thoroughly to uncover potential risks and identify opportunities, ensuring you are fully informed during the transaction process.
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Strategic Guidance: We provide clear, actionable insights and strategies that help you navigate complex decisions, ensuring your transaction aligns with your long-term business goals.
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Industry Expertise: Our experience spans various industries, giving us the ability to understand unique business needs and provide tailored solutions for each transaction.
Need a small business valuation in Oakville, Burlington or around the GTA? Get an accurate assessment of your business’s worth today. Contact us for a free consultation.