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Transition Advisor

The Freedom Score

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The Personal Readiness Score

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The Sellability Score

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Business Valuation: Tax, M&A & ESOPs for Canadian Owners

Business Valuation in Canada: Tax Planning, M&A Readiness, and ESOPs (What Owners Need to Know)

Business Valuation: Tax, M&A & ESOPs for Canadian Owners Business valuation in Canada is far more than assigning a figure to your company. A defensible valuation—ideally prepared by a Chartered Business Valuator (CBV)—anchors tax planning,…
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What’s Your Business Really Worth? Unpacking Valuation for Canadian Entrepreneurs

What’s My Canadian Small Business Really Worth?

What’s My Business Really Worth? If you’ve ever asked yourself, “What’s my business actually worth?”—you’re not alone. Whether you're years away from selling or just want a clearer picture of your company's health, understanding valuation…
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Should You Sell Your Medical Practice as an Asset Sale or Share Sale? Here’s What You Need to Know About the LCGE

Asset Sale Vs. Share Sale of a Medical Practice

If you're a medical professional thinking about selling your practice, you're likely encountering a web of tax, legal, and financial considerations. One of the most critical choices you will face is whether to pursue an…
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Preparing Your Clinic for Sale (Even If You

How to Prepare Your Clinic for Sale (Even If You're Not Selling)?

Welcome to a new series on Your Business Unleashed, where we dive deep into what it really takes for health care professionals—medical doctors, dentists, vets, physiotherapists, and more—to get their practices ready to sell. Whether…
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McFarlane Transition Advisory

Succession Tsunami – Are You Ready?

Succession planning is vital for a smooth transfer of business assets, benefiting the owners, the business, and Canada’s economy. With Canada’s aging population and the retirement of baby boomers, this has become increasingly important. Poorly…
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