Deal Team Checklist
Build the right team 12–24 months before you sell. Defines the four roles — existing accountant, deal-experienced tax advisor, M&A lawyer, broker / investment banker — what each is responsible for, and the questions to ask before signing engagement letters.
Deal Team Checklist
The Advisors TableDeal Team Checklist
Build the right team 12–24 months before you sell. Defines the four roles — existing accountant, deal-experienced tax advisor, M&A lawyer, broker / investment banker — what each is responsible for, and the questions to ask before signing engagement letters.
From these episodes
SoloHe Lost $5M To The CRA Because He Trusted His Accountant
How the wrong advisors can create hidden tax risks, derail due diligence, and even kill a business sale – costing owners millions before the deal ever closes.
- Trust Planning
- Family Trust
- CRA Audit
GuestIs Your Accountant Actually Helping You?
How financial planning, tax strategy, and the right advisory team come together to build long-term wealth.
- Estate Planning
- Business Sale
- Corporate Reorganization
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Senior Tax Associate · Tax Associate (Junior Level)
Two ways in: the groundwork under our advisory files, or a senior seat with a defined path to Manager.