Service PROVIDER DIRECTORY

Camilla Advisory Group Inc. helps small and medium sized businesses (SMBs) achieve their goals by providing professional expertise in Mergers and Acquisitions Advisory, ESOPs, Fractional CFOs and Executive Coaching.    camillagroup.com  

CoActive helps preserve your legacy, commitment to community and customer loyalty while helping you sell the business to your employees through a worker co-operative or Employee Ownership Trust (EOT). Successful transitions could benefit from the Federal government’s Capital Gains Exemption and we are poised to work with your tax professionals, lenders and other trusted business advisors through this process. We offer feasibility analysis, financing assistance, business and succession planning and transition and incorporation.   coactive.ca  

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership Plans (ESOPs), which include purchase plans, EOTs, stock option plans, and phantom plans (EVOP™️), for small and medium sized private businesses. As the largest provider of Canadian broad-based employee ownership plans for privately-held companies, we pride ourselves on combining passion and technical expertise to meet your company’s unique goals. Our proven process helps you identify which model is a good fit for your company, implement and communicate it to your employees, and ensure maximum engagement and participation for a successful program at launch and ongoing.  esopbuilders.com

At Firefly Insights, we specialize in empowering businesses to transition to employee ownership, with a focus on long-term success and legacy preservation. With over 20 years of experience, we craft custom strategies using EOTs, ESOPs and hybrid approaches that are specifically designed to align with each business’s unique culture and goals. Our approach goes beyond the transaction; we guide business owners through the complexities of personal and professional dynamics, ensuring a smooth transition that both honors their legacy and inspires employees to embrace ownership.fireflyinsights.ca  

Rewrite Capital Advisors is an M&A advisory firm dedicated to creating employee owners. We helped negotiate and design Canada’s new Employee Ownership Trust (EOT) legislation, and are supporting mid-sized companies across the country to implement it. We believe in preserving the legacy and loyalty of business owners, and securing the financial future of their teams.   rewrite.capital  

Our mission at Tallgrass Employee-Owner Equity Fund is to build a family of employee-owned companies, creating new wealth for thousands of people and benefitting dozens of communities while growing value for all stakeholders. We buy strong, stable businesses, and convert them into employee-owned companies, generating good financial returns for the seller and preserving their family legacy. When we invest in your company, we’re in it for the long term, guiding you through the transition to an Employee Ownership Trust (EOT) model. Consider the benefits of employee ownership. Connect with us at tallgrassfund.ca.

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world.



FULL-SERVICE ACCOUNTING and BUSINESS ADVISORY SERVICES

Mowbrey Gil is an independently owned accounting and business advisory services firm located in Edmonton. As a member of Moore North America and Moore Global Network, we have access to 228 firms in 522 offices located in 112 countries.

Our team of 50 professionals provide a wide range of services including:

•Audit and Accounting; •Business Valuation and Litigation; •Business Advisory Services;

•CFO for Hire; •Indigenous Consulting; •Taxation

Visit us atmowbreygil.com, call us at 780-46-1713 or email us at a.dey@mowbreygil.com

3 Peaks CPA is a boutique advisory firm specializing in succession planning and employee transitions, including the design and implementation of Employee Ownership Trusts (EOTs). We provide bespoke tax consulting, trust structuring, governance support, valuation insights, and outsourced finance and accounting services.

With a strong focus on social sustainability and long-term resilience, we work closely with owner-led businesses to craft transitions that honour legacy, empower employees, and build thriving futures. Our approach is personal, strategic, and grounded in care - not just compliance.

3peakscpa.com

Réseau Fisconseils inc. / TaxAdvice Network Inc.
Services: Fiscalité - Testaments et successions - Démarrage d'entreprise

Nous sommes d’abord et avant tout des conseillers. Nous vous donnons l’heure juste et des recommandations sensées.

Nous offrons également une gamme complète de services fiscaux, incluant les services juridiques reliés.

Nous pouvons préparer votre testament, vous aider à assurer une transition harmonieuse pour votre entreprise, tout comme nous pouvons assurer des services de planfication post-mortem et aider dans le règlement de successions et l’administration de fiducies.

Nous offrons un service complet de démarrage d’entreprise.
reseaufisconseils.com

https://reseaufisconseils.com/

Dale & Lessmann LLP is a medium-sized, Toronto-based firm tracing its origins back over 90 years. D&L’s corporate-commercial practice, primarily for private companies, has several areas of sub-specialty including ESOPS. Over the past 20 plus years, D&L has been involved in helping well more than 50 clients implementing ESOPs in all parts of Canada, from large and complicated to small and straight-forward.   dalelessmann.com

Felesky Flynn LLP Tax Counsel with offices in Calgary, Edmonton and Saskatoon, provides Canadian and international tax planning and tax representation and litigation advice to clients throughout Canada and internationally. Our highly qualified lawyers focus on solving difficult problems and are committed to maximizing value for our clients. felesky.com

Kalex Valuations Inc. Established in 1996, Kalex Valuations Inc. has grown to become a leading boutique provider of independent business valuations, dispute support, tax dispute and transaction advisory services to our clients. 

Our professionals have a wide range of experience as Chartered Business Valuators, asset and securities valuators, forensic and investigative accountants, Chartered Professional Accountants, Chartered Financial Analysts and trust and estate practitioners.

The firm has earned a reputation for providing objective and practical solutions to complicated business and financial problems for our clients in a cost-effective, timely and easy to understand manner.kalexvaluations.com  

Maarschalk Valuations Inc. is a boutique business valuations firm serving clients throughout Canada, with a focus on the western provinces. MVI works with ESOP companies throughout the cycle:

• preliminary valuation when planning for a potential introduction of an ESOP 

• calculating the price at which shares could be issued on the initial implementation of an ESOP, and 

• periodic follow up valuations as required. 

For more details, please visit mvi.ca call us toll free on 1-877-730-3413 or email us at paul@mvi.ca  

NewPoint Capital Partners Inc. is an independent, mid-market investment banking firm. We advise on mergers and acquisitions, divestitures, private financings, capital restructurings and management buyouts. Established over 25 years ago on the principles of trust and integrity, we are dedicated to providing quality financial services to companies, management groups, shareholders and other stakeholders. newpoint.ca

Transition Advisory Partners is an investment banking and corporate finance advisory firm focused on advising privately-held businesses and their shareholders. We are passionate about assisting our clients successfully navigate the complex issues they face as they transition their businesses for growth or ultimate sale. tapartners.ca

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