JOIN OUR MISSION TO TACKLE THE SUCCESSION CRISIS IN CANADA
We make it easy for Canadian CPAs, lawyers and wealth planners to add real exit planning value helping founders transition on their own terms.
CANADIAN BUSINESS OWNERS
76%
Plan to exit within 10 years
Fewer than 10% have a written succession plan
OF THOSE SAME OWNERS
91%
Don't know their true market value
Most have never had a buyer-perspective valuation
OF COMPLETED TRANSACTIONS
5%
Achieve the seller's expected value
Most owners leave significant money on the table
HOW WE HELP
Three ways Freedom for Founders supports you and your clients through every stage of the exit journey.
BUILD CONFIDENCE AROUND THE EXIT CONVERSATION
We equip advisors with proven M&A tools, processes, and client-facing webinars and events that support successful transactions. These systems help advisors confidently start long-term conversations and bring exit planning to the forefront of client relationships - without requiring them to become M&A specialists.
PRESENT THE FULL RANGE OF STRATEGIC PATHS
We use our industry expertise to present clear options to advisors and their clients. By evaluating the business from a market-based buyer perspective, we help owners understand every path available - including growth, acquisition, partnership, partial liquidity, or a full sale.
WE MANAGE THE PROCESS FROM START TO CLOSE
We execute the client's plan. If selling is the right path, we take the business to market using our database of qualified and strategic buyers, creating competitive tension to drive the best possible outcome. We manage buyer outreach, due diligence, and negotiations through close.
PARTNERED FIRMS
A partnership built around real outcomes for your clients, your revenue, and your reputation.
Access to buyer networks, deal negotiation, and proven strategies that help maximize sale outcomes.
Additional billable hours in due diligence, tax planning, plus shared success fees or charitable contributions.
Strengthen your role as a trusted advisor supporting or adding in-house M&A and exit planning capabilities.
OUR PROCESS
Freedom for Founders combines founder-focused advisory, helping owners understand where they are today before moving to execution only when the business, the owner, and the timing are aligned.
01
Find out how sellable your business is today. A 13-minute assessment and valuation that compares you to peers in your industry. Free. No strings.
02
Eight private sessions with one advisor. You come out with a clear plan built around your goals, either going to market or growing for a few more years.
03
A structured, confidential sale process built around getting you the right buyer at the right price. We manage every step.
If someone in your network owns a business, the exit conversation is coming. Here's how a referral fits your practice.
ACCOUNTANTS & CPAS
An exit is one of the most tax-sensitive events your client will face. We manage the deal structure. You stay at the center of the financial outcome. Your relationship and your client's net position are both protected. Referral fee is documented before we engage.
Structured. Documented. No surprises at close.
LAWYERS & LEGAL PROFESSIONALS
Most transactions that fail do so in due diligence. Referring to FFF means legal counsel is engaged early, before problems surface. You're involved when it matters, not brought in to repair damage after the fact.
In at the right stage. Not called in after the fact.
FINANCIAL ADVISORS & WEALTH MANAGERS
For most business owners, the sale is the largest asset conversion they will ever make. Advisors who are part of the process are positioned to manage what follows. Those who aren't tend to find out after the wire has cleared.
Be in the room before the liquidity event closes.
COACHES, PEERS & TRUSTED CIRCLE
Coaches, fellow founders, colleagues, friends, family. If someone trusts you and is thinking about what's next, a warm intro is one of the most valuable things you can offer them. You don't need to know the details. Just make the connection. We handle everything from there.
One intro. Up to 5% of our fee when the deal closes.
TAKE THE NEXT STEP
Fill out the form to learn how Freedom for Founders can support you and your clients through every stage of the exit journey.