A quintessential Ontario
scene; one of my favourites
“Although I am a business broker under the Equitas corporation, this site allows me to speak to you person-to-person and explain how I can provide you with guidance through the increasingly complex processes and the emotional rollercoaster you will encounter on the path to your goals.
My industry is full of financial reports, analyses, data vaults, forms to fill out and an increasingly high level of technology. Those things are definitely useful, many are now necessary, but I’ve noticed that my clients are often left behind by my profession’s race to embrace every technical opportunity. So I act as a buffer, to ensure you will benefit without needing to learn a new way of working.
Another role I play is in the deal-making process. A major cause of deals not closing arises from the personalities of the participants. How the various parties cope with the attitudes, emotions, deadlines and the actions of the others. This will matter a great deal to your success. If you select me to represent you, we will start with understanding your goals and learning to trust each other.
In short, the purpose of this website is to help you understand me, my support, my resources, and the processes we will execute together.”
Before I ask sensitive questions, I will provide you with a signed confidentiality agreement. As we proceed, you will review and approve all our documents and information before we use them. You will know the names of each person who receives your information package.
I believe in hi-touch over hi-tech. As a firm, we are capable users of AI, online forms, data vaults and video meetings, but for my clients, I’m there in person for interviews, company tours and as a guide throughout the processes.
I will answer your phone calls and emails seven days per week. If I can’t answer immediately, and you leave a voice message, I will usually respond within four hours.
I will do my best to bring only qualified buyers to meet you. ‘Qualified’ means they will have the attributes we previously agreed upon. We will also investigate the buyer’s financial ability and when possible, we will assist buyers to complete the transaction.
I will provide regular reports by phone and email until you have entered into negotiations with a buyer. At that point, I will contact you as often as needed.