Succession Plan Advisors


Why Work With Us

We are a Global Peer-To-Peer Mergers and Acquisitions firm dedicated to helping niche businesses optimize their exit.

If your business is valued between $5M – $150M, our passionate and professional team can help you achieve the results you deserve after building your business over years of personal investment.

Maximize Your Return

Let’s face it, an exit has to be strategic. You need a Peer-To-Peer advisor that is going to introduce you to the right opportunity at the right time. We have experience in not only selling many businesses over almost eight years but also selling our business in 2020. We have experience on both sides of the table and the understanding of what it takes to put a deal together.

Business Valuations

Mergers and Acquisition Advisory Services

Business Succession Planning


Our mission isn’t to take on every opportunity to advise on but rather those that are niche, high value and unique. We are passionate about understanding your business which is why our advisory services bring value to both you and any potential suitors.

Selling a business will likely be the largest transaction of your life; don’t do it without advisory services to ensure you maximize your exit for you and your family.


* Exclusions in Canada until March 2025; Any dealership for automobile, motorcycles, leisure or recreational, trucking, agricultural, marine or heavy industry vehicles and equipment, in each case whether new or used, and alone or in any combination thereof, and whether through bricks and mortar or internet or other presence (individually or as a group).