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We Listen. We Care.
We Deliver.

Welcome to Harmony Succession Partners. 

We do one thing and do it exceptionally well. We sell private businesses worth $3MM to $30MM across Ontario, Canada. Our mission is to provide the highest client experience to business owners looking to sell their business.

It's taken you decades to build your business, we unlock the wealth you have built.  

Sunset view of a city skyline by a river, featuring historical and modern buildings amidst greenery.

Our Experienced Team

At Harmony Succession Partners (HSP), we pride ourselves on our focus and dedication to the Canadian lower middle market, having spent our entire careers serving business owners in the $3MM to $30MM segment of the marketplace.
We are committed to helping business owners sell and navigate one of the most important decisions of their life and have an established network of professionals including lawyers, commercial bankers and accountants to help you execute your exit. Call us to take the first step.

 

What Makes Us Different?

Our Proprietary Network

We solely represent sellers of private companies worth $3MM to $30MM. We have one of the largest networks of qualified family offices, private equity firms, strategic buyers, and high-net-worth investors focused on acquiring lower middle market companies in Ontario. On average we source 7+ offers for our clients.

Our Pre-Sale Efforts

Preparing a business for sale takes 2-5 years. Our name is rooted in our desire to work in harmony with advisors such as your accountant, lawyer, wealth advisor, and banker years in advance. We help address any financial, HR and operational challenges to help you realize the highest exit value for your business.

Our Due Diligence

In the first month, we spend over 50 hours with our clients prior to reaching out to business buyers to scrub the financial information, understand your business model, and prepare a professional investment document. This ensures that we can source more credible offers from buyers and avoid any surprises once an offer is received. We do the heavy lifting upfront, which helps us achieve our historical +95% closing rate.

Our Closing Process

Our involvement post-offer separates us from other M&A providers. We save business owners, on average +20 hours of costs that would have otherwise been incurred by your lawyer or accountant by doing the preliminary work upfront for your advisors to review. This speeds up the closing process and keeps closing costs lower.

Our 24 Hour Commitment

We are dedicated to providing the best client experience. Every email, call, or text is returned within 24 hours or less. That is our commitment to being accessible to you to ensure that your company receives the attention it always deserves.

ottawa-morning

Our Success Speaks For Itself

7+

Average Offers Per Sale

$3MM to $30MM

Transaction Size

50+

Deals Closed In Last 5 Years

See What the Market Says About HSP

Logo of "King City Trailers" with a stylized red maple leaf on a black background.
Robert was wonderful to work with, he is very good at communicating and helped us navigate the bumps along our selling journey always having our best interests at heart. He sourced multiple offers from buyers we never knew existed for our business and stickhandled the details to ensure we got the best deal possible. I would highly recommend Robert and his team.

Seller

Kevin Joosten

Former Owner of King City Trailers

Rouge River Capital.webp
We acquired a business through a sell-side process led by Thomas. He did an excellent job representing his clients and managing the process, which allowed us to make a well-informed investment decision. His composure enables rational, thoughtful dealmaking that ultimately helped everyone close on time.

Buyer

Mark MacTavish & Claude Germain

Rouge River Capital

Our Process

Our Sale Process

We are firm believers that there are no shortcuts to a successful sale. On average, it takes 6-12 months from when we are engaged to sell a business.

 

We close over 95% of the transactions we work on because we follow a proven process and drive value by ensuring the information is accurately presented, your story is told in the right way, we only work with qualified buyers, and we remain involved throughout the closing process.

Planning & Data Collection

We identify your sale objectives and clearly understand what we need to deliver on to ensure a successful outcome. We spend 1-2 months doing a detailed review of the business’s operations and financials via several on-site & virtual meetings to prepare a financial model and prospectus describing the business and its growth potential.

Sales process diagram displayed as a vertical stacked block structure with six stages:

Planning & Data Collection (Month 1-2)
Go-to-Market (Month 2-3)
Preliminary Offers (Month 4)
Final Offers (Month 5)
Operational Diligence (Month 6-9)
Legals & Closing (Closing)
Each stage is visually represented with icons and illustrations, depicting activities like meetings, presentations, and discussions.
Pre-Sale Process image.webp

Our Pre-Sale Process

The reason why over 80% of our clients are referred by Canadian Banks is that we start working with our prospective clients 1 to 5 years in advance to provide actionable pre-sale planning advice, working in harmony with your accountant, lawyer, wealth advisor and commercial banker to ensure you are exit-ready.

Our goal is to identify and provide recommendations on how to ensure your business is best positioned for an exit. Our 5-step pre-sale process involves the following: 

Assessment

We start with a free business valuation and a review of your organizational chart and operations to provide feedback on pre-sale readiness.

Person using calculator beside laptop on wooden desk.
Close-up of a person's hands using a calculator and a laptop on a wooden desk, with a pencil in hand, representing financial calculations, budgeting, or accounting work.

How do our fees work

We ensure our fees are in line with industry averages. We charge an upfront work fee to ensure your commitment to the sale process, but the majority of our pre-sale planning and transaction services are performance-based, on a percentage of the final sale price ensuring that we are closely aligned with you. We get paid on the value we unlock for you.

HSP Industry Experience

We have supported the sale of over 50 companies across a diverse range of industries in the last 5 years.

We are process experts and look to learn and understand what makes your business unique, regardless of the industry you are in.

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