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Our Philosophy About Selling Businesses

We look at the people in the deals.  We don’t look at businesses as commodities to be bought and sold without regard for the people who put their lives into them. We are trusted advisors to business owners, similar to their accountants or lawyers.

This is a life-changing experience and we genuinely care to help people through the process. A family’s business has been a huge part of their lives and leaving it can be like losing a loved one. But if we do our job well, we help clients welcome and embrace this new stage of their lives.

Education Comes First

One of the sadder moments in our history was when we had to tell a couple that their business was worth closer to $1.5 million than the $3 million they thought they would get. Needless to say, this completely shattered their retirement dreams.

After several similar situations, we became committed to finding a way to protect other business owners from this experience. We found the best way to do this was through educating business owners about valuation, and the process and concepts of selling their businesses, in language business owners understood.

That’s why we give our clients continuing educational and emotional support to ease their concerns. We also focus on doing things as efficiently as possible to minimize the things that can cause them a lot of stress. We’ve been there many times and know how to deal with challenges, problems, and issues that may arise.

We get a sense of achievement helping families successfully transition to a new phase of their lives. They’ve worked hard and deserve the most professional, most well-executed process for exiting their businesses.

Business is about relationships and we develop strong professional and personal relationships with our clients. We value them and are willing to go to war for them. The outcome? Freedom, more time for their families, and a stronger financial foundation.


To be Alberta’s most sought after transaction advisor for the sale of lower mid-market and mid-market businesses.


With near-perfect success rates, our experience combined with our proven systems and processes help business owners transition to the next phase of their lives with peace of mind.

Core Values


We are the ‘custodian’ of our clients’


We do the ‘right thing’ even when no one is watching.


There doesn’t have to be a winner or loser.


We do what’s best for our client, even if it’s not best for us.


It is what it is.


We embrace the lessons of the past, so we can do even better tomorrow.

Our Important Message to Business Owners

For nearly 25 years, we have been working to make the Alberta Business Exchange the place for business owners to successfully transition out of their businesses.

At Alberta Business Exchange you’ll find the experience, professionalism, and commitment to confidentiality that will help you move into the next phase of your life.

Many people who work in this industry work alone. They do everything from the valuation, to the interviews, to writing and designing the Confidential Information Memorandum, to finding the buyer and leading negotiations. We have built a process that is much better than this – it brings many minds and different expertise together.

It takes very different skills to do these things and we don’t believe that one person can do them all well. You may never meet some of them, but you can trust that they are doing their very best for you, applying their special expertise, when it’s their turn to step in.

At our core, we value respect—for people, for confidentiality, and for our clients’ goals. Honesty is also important, and it involves being ethical, acting with integrity, and establishing trust. We also value fairness for both sellers and buyers, because one-sided transactions are not successful deals.

We also value hard work—but it’s not really work when you love what you do. And although we work hard, we also try to have fun while we’re doing it.

Finally, we value achievement and quality. Because if you don’t reach your goal and do it well, there isn’t any point to being in business.

You can learn more about our history and team, or get in touch to schedule a time to come in for a coffee. We always have time and enjoy meeting with Alberta business owners. Of course, there is never any obligation.