Service PROVIDER DIRECTORY

Camilla Advisory Group Inc. helps small and medium sized businesses (SMBs) achieve their goals by providing professional expertise in Mergers and Acquisitions Advisory, ESOPs, Fractional CFOs and Executive Coaching.https://camillagroup.com/

CoActive helps preserve your legacy, commitment to community and customer loyalty while helping you sell the business to your employees through a worker co-operative or Employee Ownership Trust (EOT). Successful transitions could benefit from the Federal government’s Capital Gains Exemption and we are poised to work with your tax professionals, lenders and other trusted business advisors through this process. We offer feasibility analysis, financing assistance, business and succession planning and transition and incorporation. www.coactive.ca

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership Plans (ESOPs), which include purchase plans, EOTs, stock option plans, and phantom plan (EVOP™️), for small and medium sized private businesses. As the largest provider of Canadian ESOPs for privately-held companies, we pride ourselves on combining passion and technical expertise to meet your company’s unique goals. Our proven process helps you identify which model is a good fit your company, how to implement it and communicate it to your employees, ensuring maximum engagement and participation for a successful program at launch and ongoing. www.esopbuilders.com 

Rewrite Capital Advisors is an M&A advisory firm dedicated to creating employee owners. We helped negotiate and design Canada’s new Employee Ownership Trust (EOT) legislation, and are supporting mid-sized companies across the country to implement it. We believe in preserving the legacy and loyalty of business owners, and securing the financial future of their teams. www.rewrite.capital 

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world.



FULL-SERVICE ACCOUNTING and BUSINESS ADVISORY SERVICES

Mowbrey Gil is an independently owned accounting and business advisory services firm located in Edmonton. As a member of Moore North America and Moore Global Network, we have access to 228 firms in 522 offices located in 112 countries.

Our team of 50 professionals provide a wide range of services including:

•Audit and Accounting; •Business Valuation and Litigation; •Business Advisory Services;

•CFO for Hire; •Indigenous Consulting; •Taxation

Visit us at www.MowbreyGil.com , call us at 780-46-1713 or email us at a.dey@mowbreygil.com

Dale & Lessmann LLP is a medium-sized, Toronto-based firm tracing its origins back over 90 years. D&L’s corporate-commercial practice, primarily for private companies, has several areas of sub-specialty including ESOPS. Over the past 20 plus years, D&L has been involved in helping well more than 50 clients implementing ESOPs in all parts of Canada, from large and complicated to small and straight-forward.  www.dalelessmann.com

Felesky Flynn LLP Tax Counsel with offices in Calgary, Edmonton and Saskatoon, provides Canadian and international tax planning and tax representation and litigation advice to clients throughout Canada and internationally. Our highly qualified lawyers focus on solving difficult problems and are committed to maximizing value for our clients.https://felesky.com/

Global Shares manages employee stock plans for some of the world’s biggest companies. With representation in Canada and 16 office locations worldwide, Global Shares’ mission is to help companies of all sizes harness the power of employee share ownership and simplify equity compensation.

This means businesses can focus on attracting, engaging and retaining key staff. Give employees access to their equity with Global Shares’ award-winning software platform and let its team of 420+ equity experts become an extension of yours.  www.globalshares.com/ca 

Kalex Valuations Inc. Established in 1996, Kalex Valuations Inc. has grown to become a leading boutique provider of independent business valuations, dispute support, tax dispute and transaction advisory services to our clients. 

Our professionals have a wide range of experience as Chartered Business Valuators, asset and securities valuators, forensic and investigative accountants, Chartered Professional Accountants, Chartered Financial Analysts and trust and estate practitioners.

The firm has earned a reputation for providing objective and practical solutions to complicated business and financial problems for our clients in a cost-effective, timely and easy to understand manner.https://www.kalexvaluations.com/ 

Maarschalk Valuations Inc. is a boutique business valuations firm serving clients throughout Canada, with a focus on the western provinces. MVI works with ESOP companies throughout the cycle:

• preliminary valuation when planning for a potential introduction of an ESOP 

• calculating the price at which shares could be issued on the initial implementation of an ESOP, and 

• periodic follow up valuations as required. 

For more details, please visit www.mvi.ca call us toll free on 1-877-730-3413 or email us at paul@mvi.ca  

NewPoint Capital Partners Inc. is an independent, mid-market investment banking firm. We advise on mergers and acquisitions, divestitures, private financings, capital restructurings and management buyouts. Established over 25 years ago on the principles of trust and integrity, we are dedicated to providing quality financial services to companies, management groups, shareholders and other stakeholders. newpoint.ca