Academy/ Financial Services/Guides

Guides for Financial Services.

Longer, step-by-step walkthroughs you can work from.

The Canadian benchmark

What do businesses like this one actually sell for?

Nobody publishes Canadian transaction data, so every valuation in this country quotes an American benchmark. We are building the Canadian one — multiples, asking-to-sale spreads and days on market, by sector and by city. Leave an email and you will see it first.

No pitch, no listings. One email when the first report lands.

Guides for Financial Services.

Acquiring a Canadian trades business

Acquiring a logistics or courier operation

Acquiring a manufacturer with real fixed assets

Acquiring a professional practice in Canada

Acquiring a restaurant or hospitality venue — Treadstone Academy

Acquiring an online retail business in Canada — Treadstone Academy

Applying for CSBFP funding on a business purchase — Treadstone Academy

Assembling the capital stack for a Canadian acquisition — Treadstone Academy

Building a proprietary deal pipeline in Canada — Treadstone Academy

Building and controlling a data room — Treadstone Academy

Buying a business in Alberta — Treadstone Academy

Buying a business in British Columbia — Treadstone Academy

Buying a business in Ontario end to end — Treadstone Academy

Buying a business in Quebec under civil law — Treadstone Academy

Buying a Canadian business as a non-resident

Buying an existing franchise unit — Treadstone Academy

Buying assets out of a Canadian insolvency — Treadstone Academy

Buying out a partner in an existing company — Treadstone Academy

Choosing and briefing an intermediary — Treadstone Academy

Choosing between a share deal and an asset deal — Treadstone Academy

Cleaning up the books before a sale process

Clearing a deal under the Competition Act

Deciding whether to sell now or hold

Designing an earn-out that survives the first year — Treadstone Academy

Diligence on people, payroll and employment liability — Treadstone Academy

Drafting a shareholder agreement for a buyout group — Treadstone Academy

Getting a business sale-ready over twelve months

Handling a single unsolicited approach — Treadstone Academy

Legal diligence on a private Canadian corporation — Treadstone Academy

Negotiating reps, warranties and indemnities — Treadstone Academy

Negotiating the letter of intent as the seller — Treadstone Academy

One reporting pack for every company you own — Treadstone Academy

Planning the tax on a Canadian business exit — Treadstone Academy

Preparing a lender package a bank will approve — Treadstone Academy

Preparing the marketing documents for a sale — Treadstone Academy

Qualifying shares for the capital gains exemption — Treadstone Academy

Raising a small fund or deal-by-deal capital — Treadstone Academy

Raising private capital inside the exemptions — Treadstone Academy

Reading Canadian small business market data — Treadstone Academy

Rebuilding owner earnings from a tax return — Treadstone Academy

Reducing owner dependence before you sell

Reporting to investors after the deal closes — Treadstone Academy

Retaining staff and customers through a change of owner — Treadstone Academy

Running a bolt-on programme off a platform company — Treadstone Academy

Running financial diligence without a Big Four firm — Treadstone Academy

Screening a target in the first two weeks — Treadstone Academy

Selling a franchised location back into the system — Treadstone Academy

Selling to the management team — Treadstone Academy

Setting up an estate freeze before a transfer — Treadstone Academy

Settling the working capital adjustment after closing — Treadstone Academy

Structuring a first Canadian acquisition vehicle — Treadstone Academy

Taking over operations in the first fortnight — Treadstone Academy

Testing a target's customer base before you commit — Treadstone Academy

Transferring a business to the next generation — Treadstone Academy

Turning around an underperforming acquisition — Treadstone Academy

Uncovering tax exposure inside a target corporation — Treadstone Academy

Using an employee ownership trust in Canada — Treadstone Academy

Valuing a Canadian owner-operated business — Treadstone Academy

Working through the closing checklist — Treadstone Academy

Writing a hundred-day plan for a new acquisition — Treadstone Academy

What do businesses like this one actually sell for?