
Helping Eastern Ontario Business Owners Grow, Scale, and Exit with Confidence
We partner with founders and owner-operators to increase enterprise value, reduce owner dependency, and prepare businesses for succession or sale, typically over a 2–5 year horizon.
Proudly aligned with the goals of Succession Ontario and supporting Ontario business owners preparing for transition.
70% of business owners have no succession plan.
Source: Family Enterprise Canada

You’ve built something worth protecting.
But without a clear plan, the future can feel uncertain and risky.
Here’s what we see every day:
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Scaling without strategy leads to missed opportunities and undervaluation.
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Succession and exit planning often get delayed… until it’s too late.
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Business transitions are complex, emotional, and financially risky without the right support.
The good news? You’re not alone. And it’s not too late.
Is this you?
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You plan to exit, sell, or transition your business in the next 3–5 years
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Your business is too dependent on you
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You don’t know what your business is really worth or how to increase it
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You want to grow now so you can exit well later
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You’ve started thinking about succession but don’t know how to execute it
Your Future. Your Terms.
Our Plan.
2–5 Year Roadmap
Build a growth or exit strategy tailored to you.
Profit & Cash Flow Optimization
Maximize performance and increase valuation.
Operational Freedom
Create a business that runs without you.
No guesswork.
No generic advice.
Just a clear, actionable path forward.
Analyze
We assess your business from the inside out — strengths, gaps, opportunities — so you can scale or exit with confidence.
Design
We map your next 2–5 years with a strategic growth or succession plan tailored to your goals and timeline.
Optimize
We improve margins, align your team, and reduce owner dependency — building value and independence along the way.
Implement
We don’t just hand you a plan — we roll up our sleeves and help you execute it, every step of the way.









