Sell your business and finish well.
Buy a business and grow wealth while gaining independence.
Let’s talk. Schedule a Confidential No Obligation Consultation Today
Hi, I’m Paul.
Founder & CEO
25 years experience in financial services including 10 years as a Business Broker in British Columbia.
This experience combined with being a CFA Charterholder® (“CFA”) and Certified Business Intermediary (“CBI”), I know a thing or two when it comes to selling a business, buying a business, valuing a business, financial matters and how important these things are to my clients. This background helps ensure that your decision making is well advised.
My approach to working with everyone is collaborative, agreeable and respectful whether the transaction is large or small. Everyone is welcome.
I am looking forward to working with you.
Services
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The foundation of well advised decision-making on selling your business is an assessment of what your business will sell for. I provide a detailed report that indicates the range of what your business is likely to sell for.
Importantly, the report and the process that creates the report may reveal key insights on how to drive value higher, make your business more saleable, assist with preparation for selling your business and help you decide whether to sell now or stay and grow.
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I’ll help you prepare your business to be sold, assess the saleability of the business, provide exceptional service to prospective buyers, quarterback the due diligence process and work with accountants, lawyers and bankers of both buyers and sellers to successfully complete the transaction.
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Whether you have a business in mind that you wish to acquire and are looking for advice on valuation and deal structure or have a general goal of acquiring a business, I can help.
Buyer services are customized to your specific needs and goals.
A Word on Confidentiality
All discussions, emails, consultations, valuations and services for buyers and sellers are strictly confidential.