We are a boutique consulting firm, devoted to helping Canadian’s buy and sell small businesses. We understand there is no one-size-fits-all approach to exiting or acquiring a business. We meet your needs by providing service options; from workshops to hourly consulting or full-service project management we offer a suite of programs to choose from.
Our process begins by understanding where you are in the exit or acquisition journey, focusing in on your unique needs and matching you with the service that meets those needs, including both budget and goals.
We encourage you to set up a meeting with an advisor to learn more. We look forward to meeting you.
We believe in supporting small businesses to successfully transition their ownership into the hands of the next generation. We believe in helping to maintain the jobs of the employees who work for these companies and that there are qualified purchasers eager to take the reigns.
In support of business owners, it is our mission to provide early access to information around exit planning, now and in the years prior to a sale so that they may understand the process and proactively position themselves to meet market demand.
In support of purchasers, it is our mission to help them navigate the market, understand the information that is being presented and ask the right questions.
Laura Bechard, MBA, CPA
Growth & Transition Advisor
Professional Speaker, Family/Business Specialist, Change Specialist
Laura’s passion is helping family and private business succeed. She is the creator of the innovative ProVision Business System, promoting the effective, fulfilling union of family and entrepreneurial life.
In working with owner-operated private companies, often “family” businesses, Laura draws from personal experience as she currently shares in co-ownership with her husband of a century old grain farming operation in Saskatchewan. The family operation is now venturing into “cannabusiness” and other health and wellness botanicals. Laura is also overseeing the transition of the business to their children implementing sound succession and estate planning.
Laura believes that success is intentional, the result of evaluating every strategy and implementing the “right” ones.
Laura’s heartfelt commitment is to ensure that family and private business owners reap the benefits of transition, as they continue on to realize their own dreams, and create a legacy for their children.
Laura and her husband, Arnie, enjoy attending football and hockey games, experiencing good food, and traveling the world, especially for a visit with their daughter in Australia. Together, the couple has raised four children who are building their respective professional careers, while finding their inspired roles in the family business as well.
Jenn Schurer, CPA
Jenn is a Chartered Professional Accountant, a trusted advisor for small business, and the CEO of upSpace. She is passionate about helping fellow business owners not just succeed, but flourish, empowering them with the training and data needed to make sound financial decisions with respect to their businesses.
Jenn has a wide variety of experience supporting large and small companies in the public and private sectors. Her early career was spent in financing, accounting and business development roles for companies such as Chevron, ATCO, and SolAgra Canada. Jenn transitioned to advising mid market private companies on exit planning and succession planning within her role at Duff and Phelps where she gained an appreciation for nuances involved in preparing companies for sale. In 2018, Jenn founded upSpace, an online marketplace for on demand rental of commercial space. Jenn has an entrepreneurial spirit, enjoys adventure and continuous learning and helping others reach their full potential.
Jon Hudson, CFA
senior Transaction advisor
Starting his early years in Winnipeg and finishing them in Edmonton, when Jon wasn’t in school he sought adventure climbing 11,000 ft mountains or taking scuba diving to extreme depths.
Attending University of Alberta, Jon found a passion for numbers, earning a bachelor of science with specialization in mathematics and finance, while at the same time starting his pursuit of, and later obtaining his Chartered Financial Analyst designation.
Jon started trading with a large Canadian fund before making the move to advise on private transactions with a successful boutique firm. Helping business owners navigate the complexity of business is what Jon does best. He takes the time to develop comprehensive knowledge of your business, your industry, and your potential.
Jon spends as much time as possible chasing outdoor adventures with his wife and dogs.
Elizabeth MacRae coordinates a team of consultants with expertise in business valuation, transaction services, project management, business development, marketing, communications, and sales. Together they work closely with lenders, coaches, financial planners, legal, and accounting professionals to ensure their clients have a holistic support system. It is said that it takes a community to raise a child, so too does it require a collective to transition a business from one owner to the next.
Following the sale of her automotive franchise Elizabeth was mentored by the late Pam Ryan, who introduced her to the sector of small business transaction services, known as Business Brokering. Since taking on the role of President she has evolved the model to cater to business owners prior to a sale through educating them on the process and how buyers think. She is an active speaker to audiences of business owners and advisors who are preparing for the exit stage.
Who we serve
Our typical Client
We typically work with businesses who have top line revenue between $500K and $10M, or EBITDA less than $1M
Businesses below this benchmark will often utilize us for Sell-by-Owner consulting or partipate in a workshop.
If your business generates revenue greater than $10M we have excellent referral partners who we can make an introduction to.
We encourage you to connect with us for a telephone call or coffee consultation. There is no charge for the light introduction. It’s important that a future relationship begin as a mutual fit.
If you are Seeking an Acquisition please contact us to schedule a Discovery Call so that we may better identify your needs. Not all of the opportunities we represent are promoted on our website so please register to join our network.