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Corporate Finance Transformed
That's Our Signature

Corporate Finance Services

We have transformed the way we provide Corporate Finance Services and it’s all about supporting you.  It’s not just in what we offer, but in how we offer it. Our experience is sought after and our services are second to none, here’s why:

  • We’ve strategically partnered with EKSiT Inc. to offer unique access to the EKSiT Outlook software because we agreed that our clients deserve a better way to plan for the future of their businesses.
  • Our team of advisors has decades of combined experience covering areas including improving profits, setting performance measurement goals, preparing business plans, financial models, forecasts and projections and negotiating financing.
  • We have a dedicated Transaction Advisory Services Team who specializes specifically in buying and selling businesses and ensuring your ideal outcome.

Whether you are looking to grow your business, hoping to retire someday or need to consider your options, we are committed to helping you take control now to improve value and address areas that are adding undue risk to your business.


Whether you are 1 year or 20+ years away from exiting, the EKSiT Outlook software allows you to plan for your businesses’ future. 

It gives you a unique view of the path your business is headed on, so you know whether the decisions you’re making today will help you achieve your ideal outcome in the future.

The EKSiT Outlook software provides:

  • A Customized Dashboard: your information is updated annually, so you can measure your progress over time.
  • An Assessment of Company Value: find out where you stand today.
  • Your EKSiT Saleability Score: a uniquely developed algorithm that measures the likelihood of a successful exit, and calculates the impact of addressing areas of improvement.
  • Recommendations: find out where you’re strong and where you’re weak, and which areas you can focus on that will have the greatest impact on your exit outcome.

Areas of Expertise

Buying & Selling Businesses

We have proven success in helping clients with transactions including dealing directly with lenders to ensure funding. Not only can we identify, screen and actively target potential opportunities, provide pricing analysis, and structure and negotiate deals, but we’ll also develop a tailored plan to strategically reach your business goals.

Learn More


It’s such an important part of doing business, but can be complicated.  Let us help you sort through the complexities of applying for financing.

  • Analyze current financial structure and develop financing recommendations
  • Prepare financial packages
  • Source senior, subordinate or mezzanine bank financing
  • Negotiate bank covenant defaults
  • Negotiate and source private equity

Meet the Team

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Our team is ready to help you get started.