Guides
Written for owners weighing a sale, a succession plan or a long-term partner.
Start here
How to sell your business in Ontario: a founder’s guide
A step-by-step overview of selling a privately held business in Ontario, from preparing financial records through due diligence and closing.
Fundamentals
What is a holding company?
How holding companies differ from venture capital and private equity, and why founders choose them as long-term owners.
Read moreSelling
Selling to a holding company vs. private equity
A comparison of deal structure, leverage, hold periods and post-closing outcomes for founders weighing two types of financial buyer.
Read moreValuation
How small businesses are actually valued
How buyers assess normalized earnings, apply valuation multiples and weigh the factors that move price in the lower middle market.
Read moreSuccession
Succession planning for Canadian business owners
An overview of family succession, management buyouts and third-party sales, and the planning horizon each one requires.
Read moreThinking about what comes next for your business?
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