Redefining How Advisors Support Business Owners

91% of business owners lack a exit plan, yet most advisors don’t have the tools, buyer access, or process to confidently lead the conversation.

Redefining How Advisors Support Business Owners

91% of business owners lack a exit plan, yet most advisors don’t have the tools, buyer access, or process to confidently lead the conversation.

Small Businesses Lack M&A Support for Exit Planning

• Small Businesses Are Underserved by Both Ends of the Market: boutique advisors lack M&A capacity, while large firms prioritize deals above $10M, leaving smaller transactions without proper execution support.

• A massive succession gap exists: while roughly 76% of Canadian business owners plan to exit their business within the next decade, fewer than 10% have a written succession or exit plan in place.

• Deals Fail Without the Right Expertise: research shows 70–90% of M&A transactions fail to meet their objectives, highlighting the complexity of valuation, buyer alignment, and execution.

Small Businesses Lack M&A Support for Exit Planning

• Small Businesses Are Underserved by Both Ends of the Market: boutique advisors lack M&A capacity, while large firms prioritize deals above $10M, leaving smaller transactions without proper execution support.

• A massive succession gap exists: while roughly 76% of Canadian business owners plan to exit their business within the next decade, fewer than 10% have a written succession or exit plan in place.

• Deals Fail Without the Right Expertise: research shows 70–90% of M&A transactions fail to meet their objectives, highlighting the complexity of valuation, buyer alignment, and execution.

We Help Advisors Extend Their Practice Into M&A

Education

We equip advisors with proven M&A tools and processes that support successful transactions. These systems enable advisors to confidently start long term conversations and bring exit planning to the forefront of client relationships without requiring them to become M&A specialists.

Options

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 the full range of paths available, including growth, acquisition, partnership, partial liquidity, or a full sale.

Execution

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. If growth is the priority, we support a clear path forward.

We Help Advisors Extend Their Practice Into M&A

Education

We equip advisors with proven M&A tools and processes that support successful transactions. These systems enable advisors to confidently start long term conversations and bring exit planning to the forefront of client relationships without requiring them to become M&A specialists.

Options

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 the full range of paths available, including growth, acquisition, partnership, partial liquidity, or a full sale.

Execution

In the final stage, we execute the client’s plan. If selling is the right path, we take the business to market, engage qualified buyers, and manage negotiations through close to secure the best possible outcome. If growth is the priority, we define a clear path forward.

Exit Planning Done Right

Evaluate your business through a buyer’s lens.

Freedom For Founders starts with Discovery. We assess your business across 8 key value drivers and deliver a Sellability Report that highlights strengths, risks, and opportunities from a buyer’s perspective. We then provide a market-based valuation grounded in real buyer demand and Seller’s Discretionary Earnings, not accounting theory.

From there, we help you clarify your strategic path whether that means improving value, planning succession, pursuing growth or acquisition, or preparing for a sale so you can make informed decisions before committing to any transaction. When the timing is right, we act as your broker and manage the sale process end to end.

Freedom For Founders was built by entrepreneurs who experienced firsthand how broken the traditional exit process can be. Too often, owners are pushed toward a sale without clarity, options, or preparation. Our mission is to change that by prioritizing education, readiness, and founder control so business owners can transition on their terms with confidence.

Discovery Program

Assess the 8 key value drivers from a buyer’s perspective

Provide a market-based business valuation

Clarify strategic options, from growth to succession or sale

Exit Planning Done Right

Evaluate your business through a buyer’s lens.

Freedom For Founders starts with Discovery. We assess your business across 8 key value drivers and deliver a Sellability Report that highlights strengths, risks, and opportunities from a buyer’s perspective. We then provide a market-based valuation grounded in real buyer demand and Seller’s Discretionary Earnings, not accounting theory.

From there, we help you clarify your strategic path whether that means improving value, planning succession, pursuing growth or acquisition, or preparing for a sale so you can make informed decisions before committing to any transaction. When the timing is right, we act as your broker and manage the sale process end to end.

Freedom For Founders was built by entrepreneurs who experienced firsthand how broken the traditional exit process can be. Too often, owners are pushed toward a sale without clarity, options, or preparation. Our mission is to change that by prioritizing education, readiness, and founder control so business owners can transition on their terms with confidence.

Discovery Program

Assess the 8 key value drivers from a buyer’s perspective

Provide a market-based business valuation

Clarify strategic options, from growth to succession or sale

Our Integrated M&A Process

Free Business Valuation

We offer a complimentary consultation to assess your business, provide a high-level estimate of its potential market value, identify key value gaps, and outline next steps toward growth or a future exit.

Discovery Program

Our Discovery Program provides business owners with exit readiness assessments, a professional business valuation, buyer-focused analysis, and personalized advisory support to prepare for a successful exit.

Business Brokering

In the final stage, we take your business to market, engage qualified buyers, manage due diligence and negotiations, and guide the transaction from listing to close to achieve the best possible outcome.

Our Integrated M&A Process

Free Business Valuation

We offer a complimentary consultation to assess your business, provide a high-level estimate of its potential market value, identify key value gaps, and outline next steps toward growth or a future exit.

Discovery Program

Our Discovery Program provides business owners with exit readiness assessments, a professional business valuation, buyer-focused analysis, and personalized advisory support to prepare for a successful exit.

Business Brokering

In the final stage, we take your business to market, engage qualified buyers, manage due diligence and negotiations, and guide the transaction from listing to close to achieve the best possible outcome.