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Track record of delivery

Our business advisory services team has been involved in over 50 advisory mandates, and is equipped to advise management through transaction expertise and a network of relationships that will ensure delivery on client objectives. Our focus is on operating businesses with EBITDA over $1 million annually.


What we do

We work with operating businesses, those business that derive their income from non-real estate activities, as an advisor on the following activities;

  • Selling a business
  • Buying a business
  • Transition and succession planning
  • Merger and acquisition advisory

Our initial meeting

We realize understanding what is involved in selling or buying a business can seem complicated and daunting. We will meet with any size business regardless of sector to provide a brief education on the transaction process and answer any questions you may have. Fill out our form or contact one of our professionals today.

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Headwinds and Tailwinds

A summary of opportunities and challenges facing Canadian businesses today. Over the last couple of years, we have seen the value proposition to customers, approach to the market, employment needs, distribution, and complexities related to inflation change the direction of businesses, unlike any other recent time.

As businesses navigate opportunities and threats, “Headwinds & Tailwinds” aims to help decision-makers with the following questions:

  1. What are some key capital and operational challenges business owners need to be aware of what to watch for?
  2. If you are considering selling your business what are key inputs on market conditions, timing and best positioning?
  3. What is my businesses ability to access capital to grow or recapitalize, and what is the best path forward?

Download the Headwinds & Tailwinds report

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Case Studies

Statesman Group

  • Advisor to Management on organizational growth initiatives
  • Evaluate new market opportunities
  • Consult on capital cost reducing initiatives to enhance customer affordability
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Glow Gardens

  • Advisor to Canada’s largest indoor light show event
  • Financial consulting on capital structure
  • Find strategic partners for event sponsorship
Learn More

Sunshine Greenhouse

  • Strategic Advisor to 10 acre lit greenhouse operator
  • Advisor to Management on organizational growth initiatives
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Cucumber Man

  • Advisor to premium produce brand creating ‘farmers market’ quality food available to grocery chains  
  • Advisor to Management on organizational growth
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Big Marble Farms

  • Strategic Advisor to on of Canada’s largest lit greenhouse operators
  • Advisor to Management on organizational growth initiatives
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Manor Villages Life Centres

  • Strategic Advisor to Alberta’s largest private senior community operator
  • Advisor on build out of affordable senior living communities
  • Financial consulting on capital structure
Learn More

Key business advisory contacts

James Heaps

    • Executive Vice President
    • Consulting & Advisory
    • Strategic Business Advisory
[email protected]
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