The LEGACY Framework

Every Dominion engagement follows our six stage LEGACY Framework, a structured, founder first process built on what Boris learned selling his own business.

Overview

What Actually Happens, from First Call to Close.

Owners who go to market before engineering their value lose negotiating room before a single buyer sees the business. Owners who negotiate price without managing due diligence lose deals at the finish line. The order is not a formality. It is what we have found actually protects value, stage by stage.

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The Transaction, Step by Step

L Lay the Groundwork
Exit planning, valuation baseline, and readiness assessment. We start before you are ready to sell so you are not rushed when you are.
Confidential first conversation.
Readiness assessment.
Preliminary value range.
Engagement Begins
E Engineer the Value
Value gap analysis, financial documentation, and business preparation. We help address common gaps that can affect value at sale.
Financial review & normalization.
Value gap analysis.
Prepare the information package.
Sale Ready
G Go to Market
Confidential buyer identification and outreach. No public listings. Targeted, selective, protected.
Build a qualified buyer list.
Confidential outreach with a blind summary.
Confidentiality agreements signed.
Qualified Buyers Engaged
A Attract the Right Buyer
Buyer qualification, confidentiality agreement management, and information delivery. The right buyer is not always the highest bidder.
Share information with vetted buyers.
Buyer meetings.
Invite and compare offers.
Offers Received
C Close with Confidence
Offer negotiation and due diligence management. We negotiate every term, not just the price.
Negotiate terms & letter of intent.
Manage due diligence.
Definitive agreement.
Deal Closed
Y Your Next Chapter
Closing, transition support, and post sale planning. The deal is not done when the papers are signed.
Transition support.
Handover.
Planning for after the sale.
Your Next Chapter

Every engagement is different. This shows the typical path; your steps and timeline may vary.

I_Construction
Exit Readiness Assessment

Not Sure Where You Stand?

Before you go through the process, it helps to know how ready you actually are. Our Exit Readiness Assessment takes a few minutes and points you to where to start.

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Our Services & Signature Framework

We Work with Businesses that Build Canada.

Manufacturing

Manufacturing value turns on your equipment condition, order book, margin stability, and how much of the process lives in one person's head.

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Machinist at work

Construction

Construction value turns on your backlog, bonding capacity, the mix of recurring versus project work, and how much the business depends on the owner's relationships.

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Framing crew on a construction site

Trades

Trades businesses trade on recurring service contracts, licensed staff retention, and whether the schedule runs without the owner on the tools.

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Tradesperson on site

Industrial Services

Industrial services value sits in contract length, safety record, and the share of revenue that renews without a new bid.

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Industrial services technician

Distribution

Distribution value turns on supplier agreements, inventory discipline, customer concentration and the margin you hold on repeat lines.

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Warehouse operative

Transportation & Logistics

Transportation value rests on fleet age, driver retention, lane profitability and the contracts that keep trucks loaded both ways.

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Fleet vehicles

Professional Services

Professional services firms are valued on client retention, the depth of the team behind the founder, and how much of the relationship sits with the owner rather than the firm.

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Skilled worker on a Canadian industrial shop floor
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