The work that happens before your business goes to market

Understanding where your business stands today

Before anything else, we sit down with you to understand the business from the inside. We look at your financial statements, your operations, your staffing structure, your licensing standing, and any issues that a buyer or regulator is likely to ask about. We are not looking for perfection. We are looking for the full picture so we can decide what needs to be addressed, what needs to be explained, and what is already an asset.

This readiness review also shapes our pricing analysis and our buyer strategy. A business that is well understood from the start is a business that can be presented with confidence.

Working through your numbers properly

We work through your financial statements in detail alongside you and your accountant. This is not a surface-level review. We look at every line, we understand what belongs and what does not, and we build a clear picture of what the business truly earns, separate from the decisions you have made as an owner.

Developing a professional opinion of value that is defensible, not hopeful

Once we understand the normalized financials, we develop a professional opinion of the most probable selling price from multiple angles. We do not guess. We use the same methods that sophisticated buyers and their lenders will use to evaluate your business, so there are no surprises later.

We share every step of this analysis with you so you understand the number we are going to market with and can defend it confidently in any conversation with a buyer.

Getting the licensing and compliance picture in order

Retirement homes, assisted living communities, and subsidized housing operate under a layered framework of federal, provincial, and municipal regulations. A sale in this sector cannot close until the relevant licensing authorities approve it, and any outstanding compliance issues will surface in due diligence. We review your regulatory standing before we go to market so we know what we are working with.

We engage with the relevant regulatory bodies and licensing authorities early in the process, gathering the information they will require and making sure nothing comes as a surprise to a buyer or their advisors during due diligence. We coordinate with your lawyer and any consultants required to address outstanding matters before they become deal issues.

Building the right buyer list before we approach anyone

Not every buyer is the right buyer. Before we approach anyone, we build a targeted list of buyers who have the capital, the operational experience, and the regulatory standing to actually complete a transaction like yours. This matters more in senior care than in almost any other sector, because licensing authorities will look carefully at who is taking over a home and whether they are equipped to run it properly.

We screen buyers across three dimensions: financial capacity to close, operational suitability for your type of community, and the likelihood of regulatory approval. Buyers who cannot clear all three do not receive your information.

The first document a buyer ever sees — and it does not name you

The teaser is a short, anonymous overview of your business sent to prospective buyers before they sign a non-disclosure agreement. It describes your community at a high level — the type of home, the region, the financial profile, and why this is an interesting opportunity — without naming you, your location, or anything that could identify the business.

A well-written teaser filters out buyers who are not serious and generates genuine interest from buyers who are. It is the first impression your business makes on the market, and we take it seriously. We write it to present your business in its best light while keeping your confidentiality completely intact.

The full picture, for buyers who have earned it

Once a buyer signs a non-disclosure agreement and passes our initial screening, they receive the Confidential Information Memorandum. The CIM is a comprehensive document that tells the full story of your business — its history, operations, staffing, financial performance, regulatory standing, the market it operates in, and the opportunity it represents for the right buyer.

For senior care and housing communities, a well-prepared CIM also explains the regulatory environment, the licensing structure, the payer mix, and what a buyer needs to understand about how this type of business works. Buyers who have not operated in this sector need to be educated. We do that through the CIM so the conversations you end up having are with buyers who are informed, serious, and capable of closing.

Organizing everything a buyer will need for due diligence

Before we go to market, we begin organizing the documentation that buyers and their advisors will request during due diligence. The more organized this material is from the start, the smoother the due diligence process is, and the less disruption there is to your day-to-day operations.

We set up and manage a secure virtual data room containing your financial statements, licensing documents, inspection reports, lease agreements, staff records, and all other materials a serious buyer will require. Having this ready in advance means the process moves faster and buyers are less likely to find reasons to reduce their offer when they get into the detail.