Support for your next step
Business Sale & Purchase Readiness
Business sale planning is getting your numbers and structure ready before you sell or buy a business. We prepare clear statements that show real profit, organize the records buyers ask for, and look at tax planning early, alongside your lawyer, while options are still open.
Brampton · GTA · Virtual support across Canada
How it works
Preparing to sell, step by step.
Exactly what happens after you get in touch, starting with one 15-minute call.
- Today
Book 15 minutes
A free, no-obligation 15-minute call on Teams or at our office at 181 Queen St E, Brampton.
- The call
Timeline, structure, books
We look at your timeline, your structure and the state of your books.
- Before going to market
Clean, explained numbers
Statements that separate one-time and personal items, and the records a buyer usually asks for.
- Before the deal
Structure reviewed early
We review your structure as early as possible and work with your lawyer on the deal itself.
- Your move
Ready when you are
Pick a 15-minute slot that suits you. We confirm the time and scope with you directly.
Your starting point
A potential business purchase or sale requires financial records, liabilities, ownership and cash needs to be understood.
How we help
We organize reports and supporting schedules, review working-capital information and identify relevant asset-versus-share transaction questions. We coordinate tax, legal and valuation input. Independent valuations are handled through a separate qualified professional.
THE WORK, EXPLAINED
What is included
- Financial-record readiness and historical reports with supporting schedules
- Working capital, debt and shareholder balances
- Relevant asset-versus-share transaction questions
- Coordination of share-sale eligibility and tax-attribute review where relevant
- Transaction cash planning and responses to agreed information requests
- Post-closing accounting setup where included
- Coordination with independent valuation, legal and specialist due-diligence professionals
The exact work, period, timing, responsibilities and fees are agreed before starting. Services are not automatically included in every engagement.
What you can expect
A clearer information package and a focused list of matters to address before final commitments.
Selling or buying a business
Buyers pay for numbers they trust. Messy books lower the price or end the deal.
What slows a sale or purchase down, and how we help you get ready.
-
The problem
Your statements don't show the real profit.
Personal costs and one-time items run through the company and hide what it actually earns.
The solutionClean, explained numbers
We prepare statements and notes that separate one-time and personal items, so a buyer can follow them.
-
The problem
You want a tax-efficient sale but left it late.
Some tax planning on a share sale has conditions about holding periods and assets that can take up to two years to meet.
The solutionStart the review early
We review your structure years ahead where possible, and work with your lawyer on the deal itself.
-
The problem
The buyer's questions keep coming.
Due diligence asks for contracts, payroll, HST and tax records at once.
The solutionA ready document file
We organize the financial records a buyer usually asks for before you go to market.
-
The problem
You're buying and can't tell what you're getting.
The seller's numbers may not match the bank statements.
The solutionA second look at the numbers
We review the financial information you are given and list the questions to ask.
Related services
Why owners trust Wealthy Wave
- Led by Chirag Kalra, Chartered Accountant (ICAI, India), with more than 12 years in accounting and tax
- Plain-language answers about your own numbers, with no jargon
- Bookkeeping, payroll, HST and corporate tax handled by one team
- We never ask for SINs, banking details or tax documents by text or WhatsApp
- A real office at 181 Queen St E, Unit 5, Brampton, with virtual support across Canada
Why plan years ahead?
Some of the best options depend on how the company looks for a period before the sale. Looking early keeps them open. Legal advice stays with your lawyer.
- Pick a time. 15 or 30 minutes, on Teams or at our Brampton office.
- We look at it with you. Your timeline, your structure and the state of your books.
- You decide. The call comes with no obligation.
Prefer to write first? Send an enquiry. Or call (647) 606-1824.
General information only. Tax advice is given within an engagement, based on your own records.
ANSWERS BEFORE YOU START
Common questions.
Will you value the business?
Independent valuations are handled by a separately engaged qualified professional. We can organize accounting records and coordinate the financial information needed.
Can you decide whether an asset or share transaction is better?
That requires a fact-specific review of the proposed transaction and relevant tax, legal and commercial considerations. We help identify and coordinate the questions rather than promise one answer in advance.
Is specialist due diligence automatically included?
No. Specialist due diligence, legal work and independent valuation are separately scoped with the appropriate professionals. The accounting-readiness engagement is defined clearly.
CONNECTED SUPPORT
Plan the next step.
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Give your next decision a clearer tax perspective.
Explore this service ↗A PRACTICAL NEXT STEP
Talk to us before
the deadline.
Share the service you need, your circumstances and any upcoming deadline. We’ll discuss the records, scope and next steps before work begins.