The EQ (Equitable) Way
We pride ourselves on guiding entrepreneurs and focus on providing comprehensive business acquisition and business brokerage services with an emphasis on communication, confidentiality and selling businesses.
Sold Under 12-month Period
98
%
of the Businesses
47
%
Our Sell-Side Advisory Services Increased Business Value by
on average
12
Vetted & Interested Buyers
For Each New Business Listed
Our Measure of Success.
Since 2017, our team of professionals have successfully serviced more than 200 business clients. Being Canada's fastest growing mergers and acquisitions firm, we have created a marketplace for businesses ranging in value from $500,000 to $100 million. Our numbers speak for themselves.
Working with Us.
Having both worked in investment banking and consulting, and around small-to-medium sized businesses, serial entrepreneurs Edward Zhu (CPA, LPA, MAcc, BBA) and Tim Chen (CFA, MAA, BCom) found a passion in helping the main street business owners increase the value of their businesses and meet their succession and retirement goals.
OUR SERVICES
We Are Your Guide.
Focus on Seller Process
We will help you navigate the process to sell your business from the beginning to closing and beyond. This is normally a five-to-twelve-month process. This is our plan to get you there.
01.
Introduction Meeting
EQ will:
-
Learn about your business and gather financial information​
-
Explain what to expect going forward
Valuation
02.
03.
Sell-side Advisory
04.
Marketing (Confidential)
05.
Buyer Management
Selling
06.
07.
Due Diligence & Closing
EQ will:
-
Recast Business Financials; Normalize Financials to Maximize Cash Flow
-
Conduct Industry Valuation Research
-
Review Comparable Sales
-
Our Three Approaches: Cash Flow Analysis Approach, Comparable Sales Approach and Industry Standards Approach
-
Show Seller’s Pre-Tax Benefit from Sale
EQ will:
-
Explain the methodology of our valuation and findings (Your Benefit: you now know what your business is worth, and how to increase it)
-
Explain how we protect confidentiality
-
Explain how we will build a profile on your business
-
Explain how we will market your business
-
Explain meeting buyers, tours, offers, due diligence, closing
-
Ensure our team and you align with next steps
Answer and address your questions and concerns
EQ will:
-
Confidentially market the business on our website and digital business media
-
Indirect and direct outreach to qualified buyers
-
Create a Confidential Information Memorandum (CIM) for presentation to qualified buyers (Business Profile Questionnaire)
EQ will:
-
Respond to buyer inquiries
-
Receive completed NDA, financial statement and resume/bio from the buyers
-
Conduct buyer interviews to educate on process and pre-qualify them
-
Create a Confidential Information Memorandum (CIM) for presentation to qualified buyers (Business Profile Questionnaire)
-
Schedule buyer/seller introduction calls/meetings/tours
EQ will:
-
Provide pre-offer due diligence request to buyer
-
Encourage the buyer to act in a timely fashion
-
Explain to the buyer how to create an offer to purchase
-
Review the buyer’s offer
-
Review the seller’s and buyer’s positions
-
Explore ways to reach an agreement on price and terms
EQ will:
-
Negotiate: closing documents; training & transition; allocation of proceeds from work-in-progress; and non-compete agreement
-
Create a secured data room for file sharing
-
Work together with seller and buyer to collect, gather, and analyze due diligence information
-
Review and execute ‘authorization to close’ document
-
Review closing instructions with closing attorney
-
Distribute draft of closing documents to buyer and seller
-
Negotiate any final changes in closing documents
Client Testimonials
Notable Clients
CONTACT US
Our Offices
Toronto, ON
Vancouver, BC
Calgary, AB
Shanghai (China)
info@eqcapitalpartners.ca
1 (888) 776 5566
Head Office: Suite W780, 108 College St, Toronto, ON M5G 0C6