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
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.
