Sell-side advisory

Selling the business you built deserves a process, not a listing.

Most owners sell once. We do this every day. Here is how a Phoenix-Hill sale works — and how we will set you up in the best shape to get maximum value for your business.

01

Confidential valuation

We look at your numbers, your market and comparable transactions, and tell you plainly what the business is worth to different kinds of buyers — a strategic acquirer, a family office, a private-equity group. If the answer is "not yet", we say so, and tell you what would move it.

02

Preparation

An anonymous teaser and a full confidential information memorandum, a secure data room, and the answers to the questions buyers always ask, ready before they ask them. Nothing carries your name until a buyer has signed an NDA.

03

Several buyers, in parallel

We approach the buyers we already know and the ones our research identifies, one conversation at a time, on the same timetable. Competition — real or credible — is what sets the price. You choose from offers, not from a single negotiation.

04

Letters of intent and diligence

We negotiate the terms that matter beyond the headline number: structure, earn-outs, working capital, your role after closing. Then we run diligence so it does not run you.

05

Closing

Lawyers, accountants, financing, the last-minute issues that appear in every deal — handled, with a partner on the phone until the wire lands.

VALUATION01PREPARATION02BUYERS03OFFERS04CLOSING05One process. Several buyers.Competition is what sets the price.
Who this is for

Owners of established private companies in Greater Montreal

  • Manufacturing, distribution, food, business services, healthcare, technology — typically $2M to $50M in revenue.
  • Founders thinking about succession, partners buying each other out, families with no next generation in the business.
  • Owners who want the sale kept quiet until it is done.
Confidential valuation

Find out what a value-maximizing process could bring

Tell us a little about your business and a partner will reply directly.