Advisory · Atlantic Canada

Weighing a big money decision?

Buying a business, taking on a loan, signing a lease, or expanding? Bring what you’re weighing. We’ll work out what to look at, in what order, and whether you need us at all. Free, 30 minutes, no pitch.

You don’t need numbers in hand. If you have a listing, a quote, a lease or a letter, bring it. If you don’t, bring the question.

No sales call. No contract. If it’s not a fit, we’ll say so.

The first step

Game Plan Call

Free
no obligation · no pitch

Thirty minutes by phone or video about the decision in front of you. We work out what to look at, in what order, and whether you need us at all. If you do, you leave with the shape of the job and a fixed price to follow in writing. If you don’t, you leave with a plan.

  • What you’re weighingThe purchase, the loan, the lease or the expansion, in your words.
  • What to look at firstThe two or three things that decide it, and the order to check them in.
  • Whether you need us at allOften the answer is a short list you can work through yourself.
  • A fixed quote if you doOne price in writing, with what’s included and when you’ll have it.
  • Worst caseYou spend thirty minutes on the decision and leave with a plan.
Book a Game Plan Call →

How the call works.

Pick a time from the calendar below, or send a short request and we write back within one business day.

01

Send a short request

Name, email and what you’re weighing. There is no payment or commitment.

02

Pick a time

Choose a 30-minute slot. By phone or video, whichever suits you.

03

We talk

Tell us what you’re weighing. We work out what to look at, in what order, and whether you need us at all.

Why a call first

Before the money is on the line.

The cheapest time to find a problem is before you have signed anything. A listing that overstates profit, a lease with no option to renew, a loan the cash flow will not carry: all of it is easier to deal with before the offer goes in.

Dominic spent almost 10 years as a commercial banker, building loan requests and taking them to credit, the people at a lender who decide. On this call he is on your side of the desk.

After the call

Three honest next steps.

You do not need to choose anything before the call. At the end of it we tell you plainly which job fits, or that none is needed.

01 You can handle it yourselfThe question gets answered on the call. Honest answerNo engagement neededTake the plan and carry on.
02 You’re buying a businessIs it worth the price, and will the numbers carry a loan? RecommendedThe Feasibility StudyFrom $2,400 · priced by scope 03 You’re borrowingA loan application, built the way a lender reads it. RecommendedThe Financing PackageFrom $750 · priced by scope

Start with a
game plan.

Free, thirty minutes, no pitch. Pick a time. It takes a minute.

Book a Game Plan Call →