Partner with us to serve your clients better
Your business owner clients are approaching the most important financial transaction of their lives. Are they prepared?
The largest business ownership transfer in Canadian history
Between 2025 and 2035, Canadian business owners born before 1980 will transition out of their businesses in unprecedented numbers. According to Statistics Canada, an estimated 90,000 to 110,000 businesses . This represents the single largest intergenerational wealth transfer in Canadian history, and your clients are at the centre of it.
The challenge? Most are unprepared
According to recent industry studies, 70 per cent of Canadian business owners have no formal exit plan. The average business owner sells once in their lifetime, while buyers and their advisors do this professionally, multiple times per year. This information asymmetry leads to:
- 15 to 30 per cent of value left on the table due to poor preparation
- Missed tax optimization opportunities worth up to $1,275,000 per shareholder
- Failed transactions after significant professional fees are invested
- Post-sale regret and emotional distress
- Extended timelines that disrupt businesses and families
Your clients need expert guidance. But more than that, they need education before they engage professionals, so they understand the process, ask the right questions and make informed decisions.
Canadian M&A market
- 1,068 deals worth $227-billion (July to November 2024)
- Private equity activity up 44 per cent year over year
- Middle-market deals account for 60 to 70 per cent of volume
- Transaction timelines extending due to complexity
- Competition Bureau scrutiny increasing
Sources: PwC Canada, Bennett Jones, Fasken, Statistics Canada
Target market size
- 72,787 businesses with $5-million to $20-million revenue (verified)
- Estimated 90,000 to 110,000 businesses with $5-million to $50-million revenue
- BDC serves more than 95,000 SMEs, demonstrating market scale
Sources: PwC Canada, Bennett Jones, Fasken, Statistics Canada
The resource your clients have been waiting for
Written by Karl Sigerist, an active M&A advisor with more than 30 years of experience executing middle-market transactions, Selling Your Canadian Business is the only comprehensive guide specifically designed for Canadian business owners.
Unlike generic or U.S. focused M&A books, this guide addresses the unique aspects of the Canadian market:
- Canadian tax structures; Lifetime Capital Gains Exemption optimization, share vs. asset sales, holding company strategies
- Provincial variations; regulatory differences across provinces
- Investment Canada Act; foreign investment requirements and compliance
- PIPEDA; privacy law considerations in M&A processes
- Canadian valuation norms; market multiples and methodologies specific to the Canadian middle market
- Personal transition planning; identity, purpose and life after the sale
Partner with us
Expert interviews
Become a featured guest expert in Selling Your Canadian Business: A Step-by-Step Guide to Maximizing Value and Securing Your Legacy , an interview series hosted by David Prowse, CPA, CA, CVA, CEPA, CM&AA, and based on the book Selling Your Canadain Business
Each episode features a one-on-one conversation with a single subject-matter expert from a distinct professional discipline -- wealth management, accounting, law, M&A advisory, operations or executive coaching. Episodes are distributed and promoted jointly to an audience of Canadian business owners.
Affiliate marketing program
If you create content for Canadian business owners, through a blog, newsletter, podcast, YouTube channel, or social media presence, you can earn commissions by recommending Selling Your Canadian Business through the Amazon Associates affiliate program
Bulk purchase
If you work with Canadian business owners, whether as an accountant, lawyer, wealth advisor, business coach, or professional association, you can now purchase Selling Your Canadian Business at wholesale pricing through our reseller program and provide copies directly to your clients and members.
Relationship partners
Move beyond gifting books to building deeper collaboration.
Co-brand your presence, host joint educational events, and formalize referral arrangements that benefit both your clients and your practice.
Strategic partners
Make Exit Planning a Core Service Offering.
With dedicated partnership management, quarterly co-hosted events, custom content development, and formal SLA-backed referral protocols, we become an extension of your client service team.
Enterprise solutions
Fully customized partnership programs for major institutions.
We work with major accounting firms, law firms, wealth management platforms, and banking institutions to develop customized partnership programs that align with your specific goals, client base, and brand.