Steve Bragg
Senior AdvisorPractice Leader
Transaction Advisory
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![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
Planning should start early, be underpinned by a current valuation of your business, an understanding of how to enhance it, and the key steps you need to take in preparation for your exit. We will help you build that plan.
Planning Services
- Business valuation
- Valuation enhancement
- Industry/market analysis
- Sale readiness
- Succession planning & exit strategy
Selling
Selling your business is time consuming, complex, and challenging to do while running your day-to-day operations. We will lead the entire process confidentially so that you can focus on your core business.
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
Closing the deal requires legal support to properly manage risk and complete the transaction. We can work directly with your preferred law firm or bring in legal expertise through our affiliation with McInnes Cooper.
Closing Services
- Implement pre-closing structure
- Finalize letter of intent
- Manage due diligence
- Negotiate purchase and sale agreement
- Complete all closing deliverables
Your Legacy
For most business owners, your business is the most valuable asset to fund your retirement. You have worked extremely hard to build your business and we can support you with valuing that asset and effectively transitioning your legacy.
Practice Leader
Transaction Advisory
Drew Barbour
Managing DirectorSenior Advisor
Practice Leader
Strategy & Transformation
