• Our Practice Areas 5

    Succession Planning & Selling Your Business

Succession Planning & Selling Your Business

Core to our purpose is supporting the development of Atlantic Canadian companies and entrepreneurs. Our expertise, experience and network allow us to help you build a plan and transition your business. Through our Succession Planning & Selling Your Business service, we simplify the process while maximizing the earnings that you receive on the sale.

Our 3 steps to selling your business as described in detail below are Planning, Selling, and Closing.

Planning Services

  • Business valuation
  • Valuation enhancement
  • Industry/market analysis
  • Sale readiness
  • Succession planning & exit strategy

Selling Services

  • Preparation of marketing documents
  • Confidential targeted sales approach
  • Identification of prospective buyers
  • Evaluation of offers on business
  • Negotiation of terms/deal structuring

Closing Services

  • Implement pre-closing structure
  • Finalize letter of intent
  • Manage due diligence
  • Negotiate purchase and sale agreement
  • Complete all closing deliverables

Meet our Advisors

Steve Bragg

Senior Advisor
Practice Leader
Transaction Advisory

Drew Barbour

Managing Director
Senior Advisor
Practice Leader
Strategy & Transformation

Garrett Vincent

Transaction Advisory