M&A Advisory Services
1. Sell-Side Advisory (Exit Planning)
Selling your business is more than putting a price tag on a building or product line, it’s about packaging years of hard work to achieve maximum enterprise value.
Pre-Sale Value Enhancement:
Identifying operational and financial drivers to boost valuation 12–24 months before hitting the market.
Sell-Side Due Diligence:
Quality of Earnings reports that eliminate surprises before a buyer finds them.
Preparing Companies for Sale:
Executing pre-sale corporate reorgs under Sec. 85, 86, 51 and tax purification to maximize tax savings.
Tax-Optimized Deal Structuring:
Leveraging lifetime capital gains exemptions (LCGE), asset vs. share sale strategies, and holding company structures to keep more money in your pocket.
Passing on the Business to Next Generation:
Succussion planning, estate freeze, and family trusts formation.
2. Buy-Side Advisory (Strategic Acquisitions & Expansion)
Growing through acquisition is one of the fastest ways to scale, but overpaying or missing hidden liabilities can be costly.
Target Identification & Screening:
Finding alignment with your core strategy and growth trajectory.
Financial & Tax Due Diligence:
Uncovering unreported liabilities, normalized EBITDA, working capital requirements, and historical financial accuracy.
Business Valuation:
Establishing a fair market range so you never overpay.
Post-Merger Integration Planning:
Ensuring day-one financial continuity, payroll alignment, and reporting stability.
