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Financial modelling for several craft beer start-up businesses to assist in business planning and financing.
Smythe Advisory acted as the exclusive divestiture advisors for Del Fisher Insurance Inc., a Calgary-based P&C brokerage, for its sale to HUB International Canada West ULC.
Smythe Advisory acted as the exclusive divestiture advisors to Rhodes Wellness College in the sale of their business to a private purchaser.
Financial and tax advisor to a family office on the acquisition of an industrial distribution company, providing due diligence services, including quality of earnings report and structuring.
Exclusive financial advisors to BMS Canada Risk Services Ltd. in the divestiture of their Vancouver-based specialized book of business to Wylie-Crump Ltd.
Exclusive financial advisors to the shareholders of Wilfred Leong Insurance Agencies Ltd. in the sale of their business to Murrick Group.
Valuation of an educational software business for financing purposes.
Financial and tax advisors to August Corporate Partners throughout the acquisition process, with services that included deal structuring, tax planning and review of agreements.
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.