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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, over 72,000 businesses generate $5-20 million in annual revenue, with an estimated 90,000-110,000 businesses in the $5-50 million range. 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% 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:
- 15-30% of value left on the table due to poor preparation
- Missed tax optimization opportunities worth up to $1.25M 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 $227B (Jul-Nov 2024)
- Private equity activity up 44% year-over-year
- Middle-market deals account for 60-70% 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 $5-20M revenue (verified)
- Estimated 90,000-110,000 businesses with $5-50M revenue
- BDC serves 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 20+ years of experience executing middle-market transactions, Selling Your Canadian Business is the only comprehensive guide specifically designed for Canadian business owners selling businesses with $5-50M in revenue.
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 Canadian middle market
- Personal Transition Planning – Identity, purpose, and life after the sale
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Book Purchasers
Enterprise Solutions
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What's Included:
• Bulk book discounts
• Business card insert option
• Basic distribution support
• Access to digital marketing materials
Relationship Partners
Enterprise Solutions
Relationship Partners
Everything in Tier 1, plus:
• Co-branded book cover or insert page
• Joint educational webinar (quarterly)
• Referral agreement framework
• Priority author access for client events
• Co-branded marketing materials
• Partnership announcement support
Strategic Partners
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Enterprise Solutions
Everything in Tier 2, plus:
• Quarterly co-hosted client events (4 annually)
• Custom content development
• Speaking engagements (2-4 annually)
• Joint marketing campaigns
• Formal referral protocols with SLAs
• Dedicated partnership manager
Enterprise Solutions
Enterprise Solutions
Enterprise Solutions
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