Exit Planning & Valuation

Enterprise value engineering, exit strategy, pre-sale valuation uplift, and M&A readiness.

1

Value Diagnostic

We assess your business across the eight drivers of enterprise value: financial performance, growth potential, recurring revenue, customer concentration, management depth, systems, brand equity, and market position.

2

Value Engineering Roadmap

We build a prioritized 12–24 month plan to increase your business valuation: operational improvements, revenue diversification, systems implementation, management team development, and financial clean-up.

3

M&A Readiness & Execution Support

We prepare your data room, position your business for buyers, support due diligence, and help negotiate deal terms working alongside your legal and accounting teams to maximize value.

Who This Is For

  • Canadian SMB founders and owners planning to exit or sell within 1–5 years who want to maximize their valuation before going to market
  • Businesses where 80%+ of revenue depends on the owner a major value detractor that needs to be addressed before any sale process
  • Companies that have received unsolicited interest from buyers but aren't sure if the offer reflects true market value

Expected Outcomes

  • A clear picture of your business's current valuation and the specific, quantified actions that will increase it by 20–50%+
  • An owner-independent business: documented systems, a capable management team, and recurring revenue streams that make your company attractive to buyers
  • A transaction-ready business: clean financials, organized data room, and a compelling equity story that commands premium multiples

Why We're Different

  • Most exit planners are business brokers who only show up when you're ready to sell. We work with you 1–5 years before exit to engineer value increases the difference between a 3x and a 6x multiple.
  • Firoz Shroff brings decades of M&A, corporate finance, and enterprise value engineering experience. Ryan Wong brings the operational and technology expertise to actually execute the value improvement plan not just write it.
  • We don't just identify what needs to change we help implement it. Our team can execute the systems, automations, recruiting, and brand work that your valuation roadmap requires.

Ready to Get Started?

Take our 2-minute assessment and get your custom report and fix list.

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