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15 NovFinancial Records Readiness


The fastest way to lose buyer interest? Sloppy books. Here’s how to prepare your financials so they stand up to scrutiny…

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01 NovBusiness Improvements Before Selling


Small upgrades can lead to big valuation increases — but the real wins come from long-term changes that reduce risk. Here’s…

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01 OctStrategic Considerations Before Buying


Too many first-time buyers zero in on price and financial performance without asking: “Will this deal make my business better?” Strategic…

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15 SepAcquisition Strategy 101: How to Develop a Clear Plan Before Buying


A disciplined acquisition strategy starts with clarifying your objectives. Are you aiming for geographic expansion, product diversification, new talent, or eliminating…

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12 SepUnderstanding Buyer Types: Strategic vs. Financial Buyers


In small business M&A, buyers generally fall into two categories — strategic and financial — and their motivations directly shape deal…

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15 AugJargon Busting: A Beginner’s Glossary of Common M&A Terms


In M&A, unfamiliar terms can slow you down or leave you dependent on your advisors for every interpretation. While you don’t…

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01 AugLifestyle Business – How do I transition to a saleable business?


This is the second post in this series.  In our prior post, we looked at what a lifestyle business is, why…

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15 JulLifestyle Business – How do I know if I have one (and why it matters?)


This will be part one of a two part series of posts.  This first post will focus on figuring out whether…

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01 JulHappy Canada Day (and 4th of July)


We are taking a bit of a break for the long weekend, so just wanted to wish everyone a Happy Canada…

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15 JunTop Challenges of Transitioning to an EOT in Canada


Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. An EOT is a…

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