Owner's Ensemble

Private Wealth Management Services for Business Owners

With a unique set of needs, challenges, and opportunities, business owners require an advisory team with specialized knowledge. You’re managing your family’s cash flow, debts, and taxes, all while building a business and keeping your succession plans in mind for the future. Your retirement income might not seem clear or simple, and the success of the business dictates the stability of your family’s long term plans. We understand these challenges and face them head-on, together with your most trusted advisors. Our goal is to instill clarity and confidence, so you can focus on what matters most to you. 

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    Strategic advice

    We provide strategic advice to help business owners make informed decisions on crucial matters.

    Services include:

    • Market entry strategy

    • Expansion strategy

    • Restructuring and turnaround

    • Succession and exit planning

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    Selling or acquiring a business

    Our group provides expertise and guidance to businesses to take advantage of growth opportunities and realize maximum value.

    Services include:

    • Deal sourcing

    • Valuation negotiation

    • Due diligence

    • Partial and full divestiture strategy

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    Raising capital

    We guide business owners through the process of obtaining capital to grow their business on terms that suit their specific situation.

    Services include:

    • Debt financing

    • Equity financing

    • Mezzanine financing

    • Alternative funding sources

    • Working capital solutions

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Exit planning

We provide strategic and transaction advisory services to mid-market businesses to help them seize opportunities, enhance long-term value, and maximize wealth for business owners. With specialization in exit and succession planning, our Owner’s Ensemble is an offering unique to our practice. This team of experts works with proprietors, partners, and incorporated professionals to build more valuable companies, have stronger financial plans, and align their personal and professional goals.

For most business owners, barriers to exit planning are numerous and include not knowing where to start, disagreement within the family, and access to professional advice. But they are not the main stumbling blocks to planning. The top three barriers are finding a buyer/successor, valuing the business, and believing that the success of the business is reliant on the skills of the owner.

Time is also a barrier in more than one way; an absence of time to create a plan, and a belief that developing a plan can be put off until close to retirement. In reality, every entrepreneur needs a current exit plan in case of an unanticipated crisis.

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    Industry insights and expertise

    Our team has developed a deep understanding of the challenges and opportunities faced by Canadian businesses across a wide range of sectors, including but not limited to:

    • Manufacturing and industrial

    • Technology and media

    • Healthcare and life sciences

    • Consumer goods and retail

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    Proven track record

    Our advisors have a successful track record of creating wealth for business owners.

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    Customized approach

    Receive tailored solutions designed to meet your needs and drive your business forward.

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    Collaborative partnership

    Experience a collaborative and transparent partnership, working closely with experts who are dedicated to your success.

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    Global access

    Be introduced to investors, buyers, strategic partners and opportunities from around the world.

Whitepaper: Business valuation guide

Determining the value of your business is a crucial step when considering selling. The valuation process can be complex, involving both quantitative assessments and qualitative judgments. This article guides medium-sized business owners on how to value their businesses.

business valuation guide whitepaper