Baker Tilly Canada Capital Corporation
We're a national advisory firm dedicated to helping small and mid-market entrepreneurs succeed.
We understand that these businesses often fall between the gaps – too complex for business brokers, yet underserved by larger investment firms. Our role is to bridge that space with the experience, attention and care that growing companies deserve.
Our team brings together decades of hands-on experience in accounting, taxation, corporate finance, valuation and business transitions. This breadth of expertise allows us to guide clients through every stage of a sale, merger or acquisition with clarity and confidence. From structuring deals to maximizing after-tax outcomes, we help ensure each transaction delivers lasting value.
At Baker Tilly, relationships drive results. We work closely with our clients, paying attention to every detail and approaching each engagement with integrity and commitment. For entrepreneurs ready to take the next step, we’re here with the trusted guidance and collaborative support to help you achieve what’s next.
Industry partners
We prioritize strategic collaboration with a range of experts to ensure seamless transitions for business owners. Law firms provide legal expertise and client referrals, particularly in mergers and acquisitions. Financial advisors trust our services at critical moments, knowing we offer reciprocal referrals for wealth management. And operational experts help businesses prepare for sales, referring clients to us when transactional expertise is needed.
What we do
Selling or merging your business is a major financial milestone, often complex and emotional. Small to mid-market companies ($5–$50M revenue) face challenges similar to larger firms but receive less attention from big advisors. That’s where we come in. Baker Tilly Canada Capital Corporation provides expert sell-side and buy-side advisory, tax and valuation services. Our dedicated team ensures you get the guidance needed to protect your business’s value and achieve a successful transition.
How our process works
Our first step is to fully understand the potential value of your business. We perform a full valuation and due diligence as if we are buying your company. We want to find the bumps, bruises and scars that every business has to prepare for when we represent you to potential purchasers. We walk you through our analysis and valuation with the intention of determining an appropriate price expectation. We want to be on the same page before going to market to achieve the best possible price and terms.
Choosing the right strategy to reach the right buyer is vital. Our team works with you to decide which marketing strategy – targeted, limited scope or auction – will best serve your needs. We then conduct extensive research to build a target roster comprising a tailored combination of high-potential individuals, family offices, private equity groups and/or strategic purchasers. Once interested buyers step forward, we evaluate their letters of intent and assist you in making the right decision.
Structuring and negotiating the best deal is key. We manage the flow of information throughout due diligence and are disciplined and rigorous in our pursuit of a successful outcome, negotiating hard and closely scrutinizing all the fine print on your behalf.
The process we follow varies depending on whether we're working on a sell‑side or a buy‑side advisory engagement. Both require similar skills and expertise, but with subtle shifts in perspective. The full process takes an average of six to nine months to complete.
Our advisory process
Sell-side advisory
- Internal due diligence and valuation: We prepare confidentiality agreements (CAs) for prospective buyers, determine our client’s objectives for the sale and come up with an appropriate sales strategy based on those objectives. We then collect all required financial, operational and legal information, prepare our valuation of the business and assist with assembling an exit advisory team.
- Marketing: We develop a potential purchaser roster and execute CAs, prepare and distribute a teaser and confidential information memorandum (CIM), create a virtual data room and work with management to present the company to buyers.
- Letter of intent (LOI) and due diligence (DD): Next, we open the data room, conduct site visits, field DD questions and collect LOIs from interested buyers. At this stage, experience has taught us it’s a good strategy to disclose any material issues that will affect the sale up front, rather than have them scuttle the sale further down the road.
- Negotiation and deal structuring: We negotiate the terms offered in the LOIs to select the final buyer based on price, fit with the business and other terms or considerations fundamental to the seller. These terms are then negotiated in finer detail as part of the purchase and sale agreement terms.
- Documentation and closing: Finally, we work with legal counsel to ensure legal documents are executed. The transaction closes, and then we host a well‑deserved closing celebration.
Buy-side advisory
- Target research: We determine the buyer’s goals and requirements for the acquisition and conduct market research on potential targets. If a buyer has a specific target in mind, we conduct preliminary DD on the target using a variety of research tools.
- Due diligence and valuation: Next, we sign CAs to access data rooms for prospective targets, attend site visits and conduct financial, operational and legal due diligence on those targets.
- Letter of intent (LOI): We help our client determine their level of interest and fit with the target, then prepare and submit an LOI.
- Negotiation and deal structuring: LOI terms are negotiated to achieve agreement on a final acquisition based on price, fit with the business and other terms or considerations fundamental to the buyer. These terms are then negotiated in finer detail as part of the purchase and sale agreement terms. We also assist with determining an appropriate capital structure and sourcing/negotiating required financing.
- Documentation and closing: Finally, we work with legal counsel to ensure legal documents are executed. The transaction closes, and then we host a well‑deserved closing celebration.
