Mergers and
Acquisitions
Lawyers
Accountant for
Selling a Business
Why the Right Financial Partner Matters
Selecting the right accountant is one of the most important financial decisions you will make when preparing to sell your business. This is not just about filing taxes or closing the books. A skilled accountant plays a strategic role in maximizing your after-sale profit, preparing your numbers for buyer review, and guiding you through key decisions that affect both valuation and tax exposure. We help sellers evaluate their current financial setup, improve it where needed, and collaborate with accountants who understand how to support a business sale the right way.

The Right Accountant Is
Critical to a Successful
Exit

- A Strong Accountant Can Protect and Maximize Profit
- The Wrong One Can Delay or Damage the Deal
- We Help You Evaluate and Select the Right Fit
Whether you already have an accountant or need a referral, we will help assess whether they are the right fit for the deal ahead. If needed, we can introduce you to professionals who specialize in business sales and understand how to support the exit process effectively.
You Will Need a Tax
Strategy Early in the
Process

- Capital Gains, Asset Allocation, and Structuring All Matter
Selling a business comes with tax implications that can drastically impact your net proceeds. A clear strategy around capital gains, share versus asset sales, and financial positioning will help you keep more of what you earn. These details need to be discussed well before the deal is finalized.
- The Sooner the Plan Is Built, the More You Keep
Tax strategies cannot be rushed. Many of the best approaches require time, planning, and coordination. Starting early gives you more options and ensures that you are not leaving money on the table.
- Your Tax Strategy Should Be Tailored to the Type of Sale


CRA Pre-Approval Takes Time
– Plan Ahead

Pre-Approved Tax Plans Help Prevent Surprises
Some tax strategies require advance approval or formal review from the Canada Revenue Agency. These requests can take time to process, but they provide peace of mind and clarity when the transaction closes. Building these steps into the timeline is essential.
Starting Early Avoids Last-Minute Delays or Penalties
If you wait too long to engage your accountant or define your tax strategy, you risk delays, unexpected tax obligations, or limited flexibility when the deal is already underway. We help you set realistic timelines so every party has the information they need in advance.
We Coordinate With Your Accountant to Stay on Track
We stay in close contact with your accountant throughout the process. Our role is to ensure everyone is aligned and working within the same strategy. This coordination helps prevent errors and ensures a smooth progression from offer to close.

Accounting Can
Dramatically Influence
Business Value

Better Books Mean Higher Offers
Buyers place a premium on clear, organized, and verifiable financials. When your books are clean and well presented, you create confidence. That confidence directly influences offer quality, closing speed, and final sale terms.
Strategic Clean-Up Can Be Done Well in Advance
Even if your bookkeeping has fallen behind, there is still time to improve. We work with you to identify problem areas, implement corrections, and present a stronger financial picture by the time buyers review your business.
We Have Helped Clients Add Value Through Bookkeeping Alone
In many cases, we have seen business values rise significantly just from better accounting practices. Whether it is correcting balance sheet items, clarifying owner compensation, or tightening reports, the financial clarity adds real market value.

We Help You Work With
the Right Accountant

- We Have Seen Good, Bad, and Everything in Between
- Our Network Includes Accountants Who Specialize in Sales
- We Guide the Process and Keep the Team Aligned
Who We Are



Randall
Business Broker
Randall has spent more than 15 years helping owners exit with confidence. He understands the pressure, the timing, and the decisions involved. His role is to lead a clear, structured process that maximizes value and reduces risk.

Mike
Former Ad Agency Owner

Michelle
Administrator & Strategic Connector
Michelle brings people, platforms, and opportunities together. With a talent for networking and a strong presence in the business community, she helps extend our reach through real-world relationships and online visibility. From introductions to influence, Michelle helps us stay connected to the right people at the right time.