Trusted Professional Affiliations
We only work with professionals that we have had a long-standing and trusted relationship. The professionals below we have worked with and referred clients to them for years. We know when our clients use one of the firms below they will receive the professional experience and quality that they expect.
There are many times that we work a client only to find out that they need the counsel of a lawyer, and do not have the proper contracts in place to protect their business. While we can work with you to define your business requirements, it is also important for you to have a lawyer develop your contracts and provide you with the legal counsel you need to best protect your interests.
Caravel Law (formerly Cognition LLP) does business differently than most traditional law firms. They provide the expertise of Bay Street, but their fees are far more affordable for owner-operated businesses - whether they need legal help on a periodic or regular basis. Caravel offers incredible value, including fixed-fee legal engagements and has experienced lawyers from a vast array of industries. Their areas of specialities include corporate and commercial law, litigation, employment & labour law, mergers and acquisitions, and intellectual property law, just to name a few.
Business Valuation Professionals
There are times that you may need a business valuation performed on your business. Whether you are looking to determine the value before you sell, transfer or acquire another business or because there is a dispute among shareholders, or other reasons, business valuation professionals can provide you with the level of valuation you require.
Keystone Business Valuations
Keystone offers a range of professional business valuation services for: business sales, corporate reorganizations, succession planning, commercial disputes, divorce and tax reasons. Please contact Steve at Keystone to discuss your business valuation needs.
Steve Skrlac, MBA, CFA, CBV
Steve Skrlac, MBA, CFA, CBV is the President of Keystone Business Advisors Inc., a boutique consultancy based in Burlington, where he specializes in business valuation. Keystone Business Valuations serves clients across the GTA and southern Ontario.
Business Brokers & M&A Professionals
When you are ready to sell your business, it is important to obtain the services of a business broker or an mergers and aquisitions firm to help you navigate through the process and work with you to find potential buyers for your business.
Keystone Business Brokers
Keystone Business Advisors Inc., Brokerage is a professional business brokerage firm serving clients in Toronto, GTA and across southern Ontario. Keystone sells businesses valued at $5 million and under and helps business owners looking to sell their business by finding the righting buyer at the right deal.
Tom McLeod is a business broker with Keystone Business Advisors Inc., Brokerage and helps business owners west of the GTA to sell their small or medium-sized business. Tom is a seasoned business broker with several years of experience and he is available to help you sell your business.
As your business broker and sales representative, I will work with you every step of the way in helping you effectively exit your business. I spent over 26 years owning, building, acquiring, and exiting several businesses which has given me the experience and expertise required to help you through your journey to successfully exit and sell your business while still meeting your business and personal goals.
Norton McMullen Corporate Finance Inc.
Norton McMullen Corporate Finance offers business owners merger and acquisition (M&A) services that include the sale or purchase of a business and the arranging of financing to support the growth or transition of a business. We serve established businesses in traditional industries across Ontario with annual revenues ranging from $5 to $25 million.
Our primary focus is to serve business owners who are preparing to retire by presenting their business to qualified buyers and maximizing the sale value of their business. Our two principals each have over 30 years of advisory experience to help ensure that the most important sales transaction of a business owner’s life is handled confidentially and successfully.
Paul Simpson CA, CPA Managing Director
Paul is a professional financial advisor and Partner of a large regional accounting firm, Paul has delivered quality business and financial services to business owners for over 30 years. Our M&A practice serves clients with the same standards of confidentiality and hands on support as our 50 year old parent company that delivers accounting services.
Tom Schmidt ICD.D Managing Director
Tom is a financial advisor with 40 years of senior business experience, managing large and small businesses. His hands-on leadership experience was gained in a variety of markets, including financial, engineering, manufacturing, energy, life sciences and agri-food. This practical experience supports M & A clients as they complete sale, buy or financing transactions.
Grant Writing Professionals
There are many times we are contacted in order to write grant applications. We focus on financing outside grants due to the fact this is a very specialized talent, which requires a focus on what grants currently active and available.
J.C. Humphries & Associates
J.C. Humphries & Associates is a full-service communications company, specializing in grant and funding proposal writing, strategic communications and media relations. We work with Arts organizations and artists; business start-ups; and companies that work in the health sector and deliver social services.
Though we will help you develop your marketing strategy, we work closely with marketing agencies to develop the creative side of your marketing requirements including branding, print design and website design.
emspace marketing is a full-service marketing, print design, and website development/design firm, serving clients worldwide. They have a proven business approach, helping clients solidify their position in the marketplace, while increasing their sales and profits. They achieve this through solid, consistent branding, effective marketing strategies, and forward-thinking creative ideas that inspire.
Working closely with their clients, they embrace their challenges, strategically plan the approach, and execute proven results. They will help you: Deliver your message clearly; Confirm your credibility; Connect emotionally with clients; Motivate the buyer; Build customer loyalty.
Lori Ellis has been offering marketing and design solutions for 32+ years. As the Creative Director at emspace marketing, she oversees every project, providing fresh, creative solutions and ideas. Having worked on everything from key corporate accounts, to small start-ups, her passion and desire to help businesses grow and realize their potential is evident in her work, and in her growing list of long-term clients.
We work with traditional lenders such as banks and credit unions, but there are times that businesses need financing that they are not able to obtain through a traditional lender. This is when it is important to look at third party financing.
Farber Financial Group
Farber’s Small Transaction Financing team is comprised of professionally-trained business and financial advisors who arrange customized financing solutions for small and medium sized businesses with financing needs of $100K-$5M. With access to over 100 lenders, they are able to facilitate a wide range of both traditional and non-traditional financing solutions and assist businesses with various types of credit profiles. These are businesses that are either experiencing growth, a bump in the road, or are in distress.
Adrian Isaacs, CPA, CA, is the Managing Director of the Small Transaction Financing practice within Farber Financial Group. He provides access to a variety of financing solutions including: leases, working capital loans, term loans, factoring, asset based loans (ABL), bridge and bulge loans, along with commercial real estate mortgages.