Overview
As business owners themselves, the partners at Smythe know the tremendous effort it takes to start and grow a business. When looking to expand or pass a company on to new owners, we know you are likely to be worried about the legacy of what you have built, the people you employ and serve, and the impact you have.
Our trusted financial advisors are well equipped to support you as you navigate the entire life cycle of your business, right from the start-up phase, through growth and expansion, to when you begin thinking about retirement and succession.
Our Expertise
Whether you’re looking to acquire a company, execute a merger or divest from a business, Smythe’s team can help you evaluate your options, develop a strategy, price and negotiate the deal and close the transaction. Over the decades, our advisors have successfully represented clients on transactions ranging from $1 million to $750 million.
Our approach prioritizes collaboration and open communication, two factors that are particularly crucial as you navigate these complex environments and evaluate the options that will best serve both you and your business. Through our internal and external relationships, we have access to a vast pool of both global and external resources, talent and best practices.
How We Can Help
No matter what your questions, concerns and objectives are, Smythe’s advisors are more than capable of supporting and advising you.
Buying
If you’re looking to acquire a business, we can:
- Develop an acquisition strategy
- Identify and approach appropriate acquisition opportunities
- Prepare financial analysis and models to evaluate the business
- Perform financial and tax due diligence, including the preparation of Quality of Earnings reports
- Assist in the negotiation and structure of the transaction
- Provide business advice during the drafting of legal agreements
- Advise organizations on management buy-outs
Selling
If you’re looking to sell all or part of a business, we can:
- Conduct a pricing analysis to determine the true value of the business
- Provide guidance on how to prepare for a potential sale
- Prepare marketing documents that highlight the best value drivers of your business
- Create a competitive auction with qualified purchasers by assessing who is the best buyer from both a financial and organization fit point of view
- Review and negotiate prices and terms that are fair to both parties
- Manage data room and due diligence
- Recommend how to maximize shareholder value
- Work with your legal and tax advisors so we can help you minimize your risk and tax burden
- Ensure a smooth post-deal transition
Our blog Have a look at our latest insights
Canada’s Version of a 409A Valuation
Family Succession Planning for Insurance Brokerages
Should Distributive Taxes be Deducted in Valuing Redundant Assets?
Recent Work Transactions
Optimum Strategies Inc. Acquired by Navacord Corp.
Smythe Advisory acted as the exclusive divestiture and tax advisors to Optimum Strategies Inc., a B.C.-based brokerage that specializes in providing group benefits and private health service plans, in its sale to Navacord Corp.
Shephard Ashmore Insurance Inc. Acquired by Westland Insurance Group Ltd.
Smythe Advisory acted as the exclusive divestiture advisors to Shephard Ashmore Insurance Inc., one of Canada’s leading music and entertainment specialty insurance brokerages, in its sale to Westland Insurance Group Ltd.
Bedrock Insurance Brokers Inc. Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Bedrock Insurance Brokers Inc, a North York, Ontario based commercial lines focused insurance brokerage, in its sale to Axis Insurance Managers Inc
MORE SERVICES Related Services
Smythe offers our valued clients a wide range of tailored services. Our local knowledge and specialized industry insight help you succeed in today’s ever-changing environment.
Business Valuations
At Smythe, our team of business valuation experts will accurately and fairly determine the value of your business. We are well versed in providing independent, objective and expert business valuation services for a number of purposes such as tax and transaction pricing.
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Litigation Support
Our experienced team of valuations experts is equipped to provide independent and objective valuation services for matrimonial and shareholder litigation.
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Tax Planning & Compliance
We can help you navigate the increasingly complex tax landscape to develop effective strategies and solutions that work for you and your business.
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