An Experienced and Guided Approach
That's Our Signature
Transaction Advisory Services
Our dedicated Transaction Advisory Team is fully equipped to navigate your business purchase or sale needs. We offer hands-on support to varying sized businesses across all industries during each step towards reaching their maximum transaction outcome.
How We Can Help
- Sales Process Management
- Identify, screen and actively target potential opportunities
- Work with lenders to fund your deal
- Help with raising financing for an acquisition, expansion or just for liquidity
- Pricing Analysis
- Structure and negotiate deals
Access to Firm-Wide Resources
Along with Derek’s vast industry experience, our clients have access to our firm-wide resources. Close collaboration with our Corporate Finance, Tax, Valuation and Accounting teams helps to guide decisions made in advance of a sale to increase value, make the sales process more seamless, reduce tax implications, and ultimately complete the best deal possible.
InterVal
We’ve teamed with interVal to offer you unique and direct access to software that allows you to monitor your company’s value in real-time and learn how you stack-up against similar businesses in your market.
Meet the Team
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Partners
-
Derek
OrangeMBA, CPA, CGA
Vice President, Corporate Finance- Transaction Advisory Services
- Corporate Finance
-
Kevin
SwitzerMBA, BA
Vice President, Corporate Finance- Transaction Advisory Services
- Corporate Finance
-
Louise
PooleCPA, CA, CBV, CFF
Partner, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Transaction Advisory Services
- Collaborative Family Law
- Purchase Price Allocations
- Goodwill Impairment Testing
-
Rick
SantosCPA, CA, LPA, CBV, CFF, CFP
Managing Partner- Business Accounting
- Pension Plan Audit Services
- Non-Profit Audit Services
- Corporate Finance
- Transaction Advisory Services
- Business Valuation & Litigation
- Strategic Planning
-
Ron
MartindaleBASc., CPA, CA, LPA, CBV, CFF
Partner, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Transaction Advisory Services
- Dispute Resolution
All Team Members
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Korab
FeratiCPA, CMA, CBV
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Krystyna
Slivinski
Senior Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Samantha
Channon
Senior Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Terri-Lynn
Eckel
Administrative Support, Valuations- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
Work With Us
Contact our team directly for a personalized discussion.