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About this service
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I offer high-level consulting for business owners who are exploring liquidity options. With 45 years as a business lawyer and 20 years focused on M&A, I bring deep experience advising hundreds of owners on how to realize value, transition leadership, and preserve legacy — without pushing any one transactional outcome.
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Who this is for
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Owners of Canadian private companies who want careful, experienced guidance as they plan for liquidity or exit — whether by sale, financial partner, family transfer, employee ownership, debt financing, or other routes.
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What I offer (view)
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- Clarify goals: one or more sessions to help you think through what you truly want (short-term and long-term) — financially, personally and for the business.
- Co-develop a plan: a practical, staged liquidity plan with timetable and milestones tailored to your goals.
- Assemble the team: help you select and coordinate professionals (M&A lawyers, tax advisors, accountants, brokers, M&A advisors, lenders, trustees) to execute the plan.
- Ongoing support: serve as a trusted advisor and sounding board during execution — for a single check-in or an ongoing relationship until completion.
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Why work with me (view)
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- 45 years as a business lawyer with deep commercial experience.
- 20 years specializing in mergers & acquisitions — recognized in Greater Vancouver as a leading M&A lawyer.
- Practical and impartial: I help owners choose the best path without favouring any particular transaction or product.
- Wide experience with varied liquidity paths — sales, family transfers, ESOP/employee sale, private equity/financial partners, and debt-based strategies.
- Empathetic guide: I understand the emotional and career transition challenges owners face; I support owners as a trusted ‘friend’ through the process.
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How it works — flexible engagement (view)
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- Exploratory session(s): 60–120 minute conversation to surface goals, constraints and timeline.
- Planning phase: Co-develop a written liquidity plan and milestone timetable.
- Team assembly: recommend and coordinate the professionals needed to execute the plan.
- Execution support: ongoing advisory support — from periodic check-ins to full-term involvement until completion.
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Typical outcomes (view)
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- Clear, realistic liquidity timetable aligned with owner goals.
- Well-coordinated professional team executing toward the desired outcome.
- Lower stress for owners during transition and a plan that preserves value and legacy.
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