Your Planning Toolkit

Even if you only have a few minutes, these resources are designed to help you understand your options, assess your business, and start building your succession plan.

RESOURCE TOPICS

Process Overview

  • Videos

Process Overview​

Get started with learning the basic foundational concepts that are critical to your selling journey. Join Judith Pineault as she uncovers your pathway to a successful exit.
Watch Video
  • Tools And Resources​

Succession Roadmap

A step-by-step visual overview of the succession and exit journey.​
Get the Roadmap

Planning Checklist

A full checklist of things you’ll need to think about when selling your business.
Get the Checklist

Vision Sheet

A guided workbook designed to help business owners define their exit timeline, financial requirements, and long-term vision.
Get the Sheet
Valuation

Valuation

  • Videos

Establishing Your Selling Price

How do you know what your business is worth, or how much to ask? Join us as we explore the common methods for establishing your selling price.
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  • Tools And Resources​

Valuation Methodologies

Fair Market Value (FMV) is the agreed-upon price between informed, willing parties in an unforced, open-market sale.
Get the Methodologies

Valuation Calculator

Unlock your business’s current market value with our data-driven valuation calculator.
Check the Calculator
Process Overview
Exit Options

Exit Options

  • Videos

Finding a Buyer

Who is going to buy your business? As you look for buyers through the selling process, keep these options and considerations in mind.
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Employee Ownership Trusts

With Canada’s new Employee Ownership Trust, business owners can control their exit by selling to their employees, creating a lasting legacy for themselves and their team.
Watch Video
  • Tools And Resources​

Employee Ownership Trust Decision Tree

How do you know if your business qualifies for the Employee Ownership Trust Capital Gains Tax Exemption? Use the downloadable EOT Decision Tree to find out.
Get the Tree

Finding a Buyer

A strategic guide for identifying various buyer types and leveraging professional networks or platforms to find a successor while maintaining strict confidentiality.
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Valuation
Building Value

Building Value

  • Videos

How to Build Value

What do buyers value when they are evaluating your business? Find out the best ways to establish value in your business.
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  • Tools And Resources​

Operational Documentation

This checklist details the core operational documentation that buyers expect to be able to review to assess how a business functions day-to-day.
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HR Documentation

This checklist details core Human Resources documentation that buyers expect to review to evaluate continuity and risks.
Get the Documentation
Building Value
After Sale Considerations

After Sale Considerations

  • Videos

After Sale Considerations

Look into the future and imagine your life after you sell your business. What factors do you need to take into consideration for when that day comes?
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  • Tools And Resources​

Coming Soon

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Building Value
Financial and Asset Review

Financial and Asset Review

  • Videos

Coming Soon

We’re putting the finishing touches on our new resources. Sign up for our newsletter to be the first to know.
  • Tools And Resources​

Company Health Checklist

This checklist is designed to help small and micro‑business owners assess company health in relation to exit readiness and identify factors that directly impact valuation.
Get the Checklist

Quality Earnings Report

A guide explaining how a Quality of Earnings (QoE) report validates a business's true financial performance and sustainability to build buyer confidence.
Get the Report
After Sale Considerations
Marketing Strategy

Marketing Strategy

  • Videos

Coming Soon

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  • Tools And Resources​

Coming Soon

We’re putting the finishing touches on our new resources. Sign up for our newsletter to be the first to know.
Marketing Strategy
Due Diligence Compliance

Due Diligence Compliance

  • Videos

Coming Soon

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  • Tools And Resources​

Commingling of Fund

An overview of the legal and tax risks associated with mixing personal and business finances, including best practices for maintaining clear financial separation.
Get the Resource
Marketing Strategy
Types of Financing

Types of Financing

  • Videos

Types of Financing

When selling your business, financing is an important tool. Join Brett Prikker from BDC as he outlines the types of financing you may encounter through your journey.
Watch Video

Key Steps To Matching with a Buyer

Matching with the right buyer is a process. In this video, join Brett Prikker from BDC as he explores the key steps.
Watch Video
  • Tools And Resources​

Qualifying Potential Buyers

An essential guide for assessing potential buyers' financial capacity, operational experience, strategic fit, and commitment to the sale process.
Get the Resource
Due Diligence Compliance

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