Business Advisory & Brokerage
CPA-led advisory and transaction support for entrepreneurs, buyers, investors,
and organizations — from planning to closing.
CertaServe Partners supports clients with structured business advisory and
brokerage-related services. Whether you are buying, selling, raising capital,
or preparing for a major transaction, we provide financial clarity, disciplined
documentation, and execution support.
Core Services
- Sell a Business: exit readiness, packaging, confidentiality, buyer screening, and transaction support.
- Buy a Business: buyer readiness, target evaluation, offer support, and transaction coordination.
- Due Diligence & Valuation: financial due diligence, quality of earnings support, valuation analysis, and deal risk review.
- Business Plans (SUV & Others): structured business plans for the Canadian Start-Up Visa program and other funding/strategy needs.
- Strategic Advisory: financial modeling, performance improvement, operational clarity, and decision support.
Who We Help
- Entrepreneurs preparing to sell or scale
- Buyers and investors assessing opportunities
- Immigrant entrepreneurs (Start-Up Visa pathway)
- Lawyers and stakeholders supporting transactions
- SMEs needing valuation, modeling, or clarity
How We Work
- Step 1: Discovery call to understand goals, timelines, and constraints
- Step 2: Information request and document review
- Step 3: Analysis, deliverables, and decision support
- Step 4: Execution support through completion