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Selling a Professional Services Business in Canada.

Client relationships, fee structure, & owner dependence.

What Buyers Look At

What Buyers Look at in Professional Services.

Buyers of professional services firms look hard at how client relationships transfer, how much of the fee income recurs, the depth of the senior team, and how much of the work still runs through the owner.

We help you show that the client base and the fee stream belong to the firm rather than to you personally, which is what makes them transferable.

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Client Relationships

How much of the client base is tied to the firm rather than to you personally.

Fee Structure

How much of the revenue recurs, against work that has to be won again each year.

Owner Reliance

How much of the delivery and the business development still depends on you.

Team & Credentials

Whether the licensed and senior staff stay through a transition.

Our Resources

Tools to Help You Get Ready.

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Exit Readiness Assessment

Exit Readiness Assessment

Fourteen short questions and an honest read on how ready you really are. A few minutes, no obligation.

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Preparing to Sell Your Business?

Preparing to Sell Your Business?

The guide we wish every owner had a few years before they sell.

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Business Valuation Guide

Business Valuation Guide

How privately held businesses are generally valued, and what tends to move the number.

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Succession Planning Checklist

Succession Planning Checklist

The practical steps to keep your options open.

Open the Checklist