Our Exit Planning advice and services provide for the creation and execution of a customized strategy, allowing owners to exit their businesses on their terms and conditions. We strive to enable small business owners to: "Overcome the Power of Inertia"; plan their business exit; improve the value of their business; and conquer the obstacles they face in selling their business.

➜ Generated new digital and print sales business through Cold Calling, Prospecting directly withsmall businesses, and networking with various business groups and allied professionalsthroughout the Okanagan Valley.

Sales and Leasing of office copiers and printers to businesses in the Okanagan Valley. Prospecting for new clients.

➞ Designed, built and executed customized innovative and sustainable business growthstrategies and solutions, working collaboratively with small business owners.➞ Prepared a feasibility study to design and create a self-employment

A major shareholder in a precision cutting and contract manufacturing business utilizing state-of-the-art equipment and CAD software. (Waterjet, Laser CNC Machining Centres) operating in7,000 square feet.➞ Instrumental in the next stage of the company’s growth, managing new businessdevelopment, training, quality control, strategic planning, marketing, finance and operation.➞ Developed training programs focused on safety and efficiencies, streamlining workflow… Show more A major shareholder in a precision cutting and contract manufacturing business utilizing state-of-the-art equipment and CAD software. (Waterjet, Laser CNC Machining Centres) operating in7,000 square feet.➞ Instrumental in the next stage of the company’s growth, managing new businessdevelopment, training, quality control, strategic planning, marketing, finance and operation.➞ Developed training programs focused on safety and efficiencies, streamlining workflow andproduction schedule through implementing lean initiatives.➞ Increased employee satisfaction by introducing a new, improved medical/dental healthbenefits package.➞ Improved customer service and satisfaction by follow-up calls and visits after orders weredelivered. Show less

Developed and managed a diverse portfolio of mid-size industrial companies in “high growth”sectors (manufacturing, wholesale, transportation and technology firms), providing advice onborrowing requirements and management consulting. Met and exceeded all targets in gainingclients.➞ Interviewed and assessed potential business owners seeking finance, providing advice andsupport as organizations grew and achieved annual performance bonus for each successive year.➞ Reviewed… Show more Developed and managed a diverse portfolio of mid-size industrial companies in “high growth”sectors (manufacturing, wholesale, transportation and technology firms), providing advice onborrowing requirements and management consulting. Met and exceeded all targets in gainingclients.➞ Interviewed and assessed potential business owners seeking finance, providing advice andsupport as organizations grew and achieved annual performance bonus for each successive year.➞ Reviewed and approved loans managed by Junior Loans Manager for $25K for immigrantsseeking to set up business in areas of hospitality and franchises. Show less

Dental Practice Sales and Evaluations