Mergers & acquisitions advisory

Our clients are comprised of owners of small and midsized companies that have contacted us during various stages of development of their companies in order to buy, sell or find an ideal partner that matches their business philosophy and their management model.

Why not benefit from our combined 70 years of years of experience.

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Business Research Opportunities

For entrepreneurs, investors and funds looking for specific investment opportunities, we help them find, analyse and evaluate target companies, minimizing costs and investment risks.

Sell, prepare to sell or prepare your succession

According to a study published by the Montreal Chamber of Commerce, 99.8% of enterprises in Quebec are SME’s, of which 90% are family businesses, providing 50% of the total employment population in the province. Surprisingly only 30% make it through the 1st generation and 10% through the second.

The study shows that due to the aging population, more business owners will retire than there will be entrepreneurs to replace them. According to the same source, only 17.5 % of Quebecers who wish to start a business prefer the option of recovery or buyout of an existing business.

Succession Planning

Most frequent questions and answers

Prepare your business for sale

For entrepreneurs planning to sell their business in the short, medium or long term, or those for whom the market does not offer the best conditions to sell in the short or medium term.

This option allows owners and their companies to prepare for a future sale. By considering the evolution of the market it participates in, the company’s actual situation (position) and its future projections, this option provides a plan for the company’s activities and structure in order to reach the financial and structural goals, namely, to realize the desired value and the targeted sale price at maturity.

Prepare your succession

For entrepreneurs and business owners looking to retire and who prefer to transfer their business to family members or key actors in the company, or prefer to profit from their business without being involved in the day-to-day administration and management, considering a succession plan is another way to plan for your retirement and for the future of your company.

This option is desirable for both buyers and investors, since it displays the prospects of the company and its resilience. In some cases it may also enhance the value of the business.

This method keeps employees, clients, and suppliers on good terms with the company and its owners.and their companies to prepare for a future sale. By considering the evolution of the market it participates in, the company’s actual situation (position) and its future projections, this option provides a plan for the company’s activities and structure in order to reach the financial and structural goals, namely, to realize the desired value and the targeted sale price at maturity.

Immediate sale of the company or part of it

For entrepreneurs who prefer to sell their company as a result of favorable market conditions or for other reasons, an immediate sale allows initiating the sale process and obtaining immediate results. Depending on the company and its sector of activity, the sale process may take months or years. At CFM Financial we prepare a marketing plan to attract the most motivated buyers and investors which helps to reduce the process time frame.. Discretion is of utmost importance. This means that no names or privileged information are revealed without the consent of the seller and completion of a strict Confidentiality and/or Non-Disclosure Agreement.

The Buy/Sale Process

CFM Financial accompanies you through the complete transaction process whether it be for a sale, a merger or an acquisition.

Preparing a business for sale increases the likelihood of obtaining more value for your company during negotiations and makes it easier to close the deal in a reasonable time frame.

Get in Touch

Address 99 Holland Ave, Suite 101
Ottawa, ON K1Y 2Z9

Email info@cfmfinancial.ca