You've spent years building it. But is it ready to sell?

The Exit Success Blueprint is a structured program that prepares construction, trades, and building & property services businesses in BC for a confident, higher-value sale — whether you're 12 months or 3 years away.

The Market Reality

If you're planning to sell your business, you're not alone — and timing matters more than most owners realize.

76% of Canadian small business owners plan to exit within the next decade — 75% due to retirement.
380,000 BC small business owners are estimated to be facing that same transition — roughly 200,000 within the next five years.
70–80% of businesses listed for sale never find a buyer — largely because they weren't prepared when it mattered.
Up to 80% of deals that do get started collapse during due diligence — when buyers uncover issues the seller didn't know existed.

A buyer's market is coming. With so many businesses for sale, buyers will have options — and only the most prepared and financially sound businesses will attract serious offers.

Sources: BC Chamber of Commerce (2025), CFIB (2023), Exit Planning Institute, BC Government small business data.

Why So Many Businesses Never Make It to the Finish Line

Even great businesses can struggle to sell. Buyers face high due diligence standards and strict financing criteria — and when red flags surface, they walk.

The most common deal killers:

The business can't run without the owner
Financial records are incomplete, inconsistent, or hard to verify
There's no transition plan for leadership or key customers
Operations exist only in the owner's head — nothing is documented
Revenue is too dependent on one or two clients
The lease, licenses, or corporate records aren't in order

None of these are fatal if you catch them early. All of them are expensive if a buyer finds them first.

The Exit Success Blueprint

A structured consulting program that takes owner-operated businesses from first assessment to final handover — a clear, proven path to the exit your business deserves.

STEP 1 — DISCOVER

Free — 30 minutes

We start with the Red Flag Mini Assessment — a free 30-minute conversation using targeted questions to assess where your business stands today. I identify any deal killers, surface money-on-the-table issues, and determine which track makes sense for your situation. No cost. No obligation. Just a clear, honest picture of where you stand.

STEP 2 — DIAGNOSE

Paid — the diagnostic foundation

If the Mini Assessment confirms there's work to do, the next step is the Transfer of Value Audit — a comprehensive diagnostic of your business across all key categories, from financials and operations to customer concentration, owner dependency, and business records. Every issue is flagged as Critical, Important, or Opportunity and prioritized by severity. You receive a written report with a clear action plan and a deal killer summary.

Also included or available as a standalone: the Exit Vision & Retirement Readiness Assessment — a guided self-discovery tool that helps clarify your financial goals, personal readiness, and legacy intentions before committing to a path forward.

STEP 3 — DELIVER

Tailored to your timeline and audit results

Based on your audit results and how close you are to selling, I recommend a tailored set of engagements. Not every client needs everything — the audit tells us exactly what matters for your business.

STEP 3A — EXIT PREP | TRACK 1‍ ‍

For owners selling in 12 months or less

1 — TRANSFER READINESS PACKAGE | Core package‍ — ‍The flagship engagement. Using a structured AI-assisted process, I extract, document, and systematize your business knowledge — roles, responsibilities, processes, and procedures. The business stops living in your head and becomes a buyer-ready documentation package. Delivers: Written SOPs | Role and responsibility docs | Succession plan | Transition playbook | Deal readiness summary

2 — DUE DILIGENCE READINESS PACKAGE | Core package — ‍Prepares everything a buyer's team will request. Opens with a mock buyer due diligence pass to identify gaps, then organizes and formats your financials, contracts, HR documents, insurance, licenses, and business records. No more scrambling when a buyer sends a 100-item request list. Delivers: Mock buyer DD assessment | Organized documents | Gap identification report | Lease and insurance review

3 — LISTING RECOVERY PACKAGE | Targeted package‍ — For businesses already on the market and not moving. A fast-track engagement that identifies the 3 to 5 issues causing buyer hesitation or financing failure, then addresses those specifically. Produces a refreshed package that directly answers known objections. Speed over completeness — the goal is momentum. Delivers: Root cause analysis | Targeted issue resolution | Refreshed deal summary

STEP 3B — VALUE GROWTH | TRACK 2 ‍

For owners selling in 2 to 3 years

4 — VALUE GROWTH PROGRAM | Core program — A longer retainer engagement targeting the issues that can materially increase your sale price if addressed now. Covers marketing and lead generation systems, customer contract formalization, recurring revenue development, management team strengthening, and financial performance improvement. Delivers: Marketing and sales systems | Recurring revenue development | Financial narrative improvement | Brand and reputation building

5 — OPERATIONAL EFFICIENCY PROGRAM | Assessment + Implementation — Two phases. Phase 1 is a structured diagnostic of how your business runs — cash flow, spending, staff roles, productivity gaps, and technology. Phase 2 executes the roadmap: workflow redesign, role restructuring, and cash flow management. Delivers: Cash flow and spending analysis | Role and productivity review | Tech and automation roadmap | Implementation support

ADD-ONS — AVAILABLE ON BOTH TRACKS

6 — FINANCIAL HEALTH & DEAL READINESS REVIEW | Add-on or Standalone — An AI-assisted financial diagnostic that reframes your numbers through a buyer and lender lens. Identifies add-backs, analyzes multi-year trends, flags cash flow concerns, and produces a buyer-ready financial report. Followed by independent accountant review. Delivers: SDE and EBITDA calculation | Add-back memo | Trend analysis | Buyer-ready financial report

7 — DIGITAL PRESENCE REFRESH | Add-on or Standalone — A dated website signals to buyers that the business hasn't been maintained. A clean, professional rebuild of your online presence — website, Google Business profile, and review management. Built quickly using AI-assisted development. Delivers: New business website | Google Business profile cleanup | Review management guidance

8 — BUSINESS STAGING | Add-on or Standalone — Think home staging — but for your business. A strategic on-site assessment of how your premises, office, workshop, or shop presents to a buyer, with specific recommendations to improve first impressions before listing or buyer visits. A signature service unique to this practice. Delivers: Premises walk-through | Presentation improvement plan | Buyer first-impression report

Every engagement starts with the assessment. No obligation, no pressure — just a clear picture of where you stand.

Book your free assessment →

Which Track Are You On?

Selling in the next 12 months

If you're close to listing — or already on the market and not moving — the focus is on fixing, documenting, and organizing fast enough to matter. I identify the deal killers, address them directly, and get your business buyer-ready before a buyer walks in.

Selling in 2 to 3 years

If you have runway, the goal shifts from fixing what's broken to building what increases your sale price. Stronger systems, better financials, recurring revenue, and a business that runs without you — so when the time comes, buyers compete for it.

Ready to find out where your business stands?

The free Red Flag Mini Assessment takes 30 minutes and gives you a clear picture of what buyers will see — before they see it.