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.

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

Glow Gardens
- Advisor to Canada’s largest indoor light show event
- Financial consulting on capital structure
- Find strategic partners for event sponsorship

Sunshine Greenhouse
- Strategic Advisor to 10 acre lit greenhouse operator
- Advisor to Management on organizational growth initiatives
Cucumber Man
- Advisor to premium produce brand creating ‘farmers market’ quality food available to grocery chains
- Advisor to Management on organizational growth

Big Marble Farms
- Strategic Advisor to on of Canada’s largest lit greenhouse operators
- Advisor to Management on organizational growth initiatives

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

Key business advisory contacts
James Heaps
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- Executive Vice President
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- Consulting & Advisory
- Strategic Business Advisory
