Mergers and acquisitions

Buy or sell a business with numbers you can rely on.

A closed document folder and two pens on a boardroom table at dusk

Buying or selling a business is one of the largest financial decisions an owner makes. We help you understand what the numbers really say about a business, structure the transaction to legitimately optimize the tax result, and work alongside your lawyer from the first offer to closing.

What we help with

  • Financial due diligence on a business you plan to buy: quality of earnings, working capital, debt and commitments
  • Preparing your business for sale: clean financial statements, normalized earnings and records a buyer can trust
  • Valuation support and help weighing an offer or an asking price
  • Tax structuring of the deal: share or asset sale, the lifetime capital gains exemption, holding companies and rollovers
  • Purchase price allocation, closing adjustments and the opening balance sheet after the deal
  • Financial statements and tax filings for the combined business after closing

Let's talk about your business.

Tell us what you need, whether it's an audit, a tax question or a letter from the CRA. You'll get a clear answer on how we can help and what it involves, with the fee confirmed in writing before any work begins.