Phone: 403-271-3106
Transition Advisory & Valuation for businesses

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McFarlane Transition Advisors

We help entrepreneurs and business owners maximize their company’s value in preparation of a sale or other business transition. Our expert transition team has the industry leading experience that you need and national reputation that you can trust.

Mergers & Acquisitions, Valuations, and Transition Planning in Canada

Our tailored approach to business mergers, acquisitions and ownership transitions involves working directly with business owners and company leadership to effect operational, cultural, and structural improvements to make the company more attractive to potential buyers, increasing the company’s valuation in a sale or other transition.

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Transition Advisory Services in Canada

We offer a variety of services to help buyers and sellers during business Transitions. On the buy side, we help with sourcing deals, due diligence, negotiations, and deal flow. On the sell side, we help with operational improvements and value enhancement, valuations and pricing, marketing, and closing. 

Buy side: Fractional Mergers and Acquisitions (M&A) Advisory

As your Fractional M&A Advisor, we play a vital role in helping you navigate the complexities of purchasing a business. Acting as your trusted partner, we provide expert guidance on every aspect of the transaction, from identifying suitable opportunities to conducting due diligence and negotiating favorable terms. By leveraging our deep expertise and tailored approach, our Fractional M&A Advisor ensures you make informed decisions, mitigate risks, and maximize the value of your investment—all while saving you time and reducing the stress of the process.

Sell side: Business Sale Advisory

A your Business Sale Advisor, we are your trusted partner in navigating the sale of your business with confidence and ease. From strategic planning and an accurate Business Valuation, to targeted marketing and seamless deal closure, we manage every stage of the process. By leveraging our expertise, we help you maximize the value of your business, attract the right buyers, and negotiate favorable terms. With a focus on minimizing risks and simplifying the journey, McFarlane Transition Advisors ensure a smooth transition, allowing you to achieve your goals and move forward with peace of mind.

Business Valuation Services

Our accredited Chartered Business Valuators (CBVs) provide expert valuation services tailored to meet a wide range of needs. Whether you’re a business owner preparing to sell, transitioning ownership to employees or the next generation, or navigating matrimonial disputes, our CBVs deliver accurate, reliable valuations that stand up to scrutiny.

We also specialize in valuations required for reorganization and tax transaction purposes, ensuring compliance with the Canada Revenue Agency, minimizing your tax risks. With deep expertise and a commitment to precision, we help you understand the true value of your business, empowering you to make informed decisions with confidence.


Decades of Expertise in Small and Mid-Sized Business Transitions

Our Transition Advisors have decades of experience, completing hundreds of transitions has been focused on the unique aspects and valuation nuances of mergers, acquisitions, and sales of small and mid-sized business.

This experience and focus combined with our highly respected corporate tax practitioners allows for ultimate after-tax value enhancement in all our transitions.

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Lean more about Gord McFarlane

We understand the significance of building trusting relationships with all parties in a business transition. Our experienced team integrates seamlessly into your business in partnership with the key business leaders fostering an open and collaborative environment.

 

Explore Your Business Transition Options

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