SUCCESSFUL SUCCESSION PLANNING IS ABOUT MAXIMIZING VALUE

Through insights and planning you can maximize the value of your business now, and increase the likelihood of a successful succession or sale later, when the time comes for your inevitable exit. Our 3-step process leads to deep insights, where we find the current value,  gaps, missing links and risk factors in your business and personal finances. We take a layered view of your business; it's structure, value, plus  factor in your personal and family situation.  Our Central Documents Registry helps aggregate all of the supporting documentation for your business in one place, easily accessible, anytime. A big picture view built by focusing on details.


John works to increase the value of businesses with the end goal of liquidity and exit. He is creative, compassionate and delivers strategies to get the job done.
— Brent Lineker, Hub International

how we Increase THE VALUE OF YOUR COMPANY

Through expert guidance we'll identify areas of improvement. And, ways to  close the value gap between what you want to walk away with and what your business is worth. Our process is just three steps leading to an accurate picture of your personal and  business options:

The value enhancement Framework

1. Discover

  • Find out what your business is worth
  • Determine goals
  • Identify what is missing in business to maximize value

2. Strengthen

  • Accelerate business value through structural  improvements and derisking

3. Your Plan, Your Way.

  • We help you determine what’s right for you: sell, partner, grow or keep your business

Learn more about the Strategic Succession Value Enhancement Framework.


John provides business owners financial planning and other related advice. He has served my family for many years and I believe him to be smart and caring
— Paul Cosulich, SIL Industries Ltd.

The BEST EXPERTISE AND TOOLS AVAILABLE

OUR PARTNERS: THE TRUSTED ADVISOR™ NETWORK

Your business is at the centre of our network.

Our network of partners complements our core services. We facilitate their engagement and the process by providing key knowledge, advice, and support all around. Find out more about the Trusted Advisor™ Network.


John creates a structure for decision making and with an information management system, organizes key documents and identifies gaps. As a fellow advisor who sometimes works with the same business owner, I find John has a lot to offer, is a great listener and is respectful of other’s strengths.
— Arthur Klein CBI, Pacific M&A and Business Brokers Ltd.