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Advisors Who Are CPAs

Every Engagement Is Led By A Chartered Professional Accountant Who Has Owned, Bought Or Sold A Practice Themselves

Our Advisors

Sellers choose a person, not a logo. Pick the advisor for your region, or call the office and we will match you.

Michael Hartley, CPA, CA

Managing Advisor · Toronto

140 practices sold · 24 years in public practice and practice sales

Angela Moreau, CPA, CGA

Advisor, Western Canada · Vancouver

85 practices sold · 18 years in public practice and practice sales

Daniel Roussel, CPA, CMA

Advisor, Québec And Prairies · Montréal

46 practices sold · 12 years in public practice and practice sales

Placeholder advisors for the demo. Replace with the firm’s real people, credentials and photos before launch.

Why It Matters That Your Advisor Is A CPA

A general business advisor sells restaurants on Monday and accounting practices on Friday. Our advisors have run a tax season, know what a buyer is really paying for, and can read the working papers a lender asks about.

Pricing You Can Defend

A value grounded in closed Canadian transactions, not a number pulled from the air.

Confidentiality By Habit

Blind profiles, NDAs and staged disclosure are how CPAs already work.

Lender-Ready Packages

The financial summary a bank or the BDC expects, prepared before the offer.

Transition Experience

Client letters, introductions and the hand-over calendar that keeps retention high.

Have A Question For Us?

Send a note or book a call with a CPA advisor. We reply within one business day, and everything you send is confidential.

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Practice SuccessionCanada

Canada’s succession and sale advisors for accounting practice owners, led by CPAs who have sold practices of their own.

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