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Practical templates and lists
the TRNSFR process
Business transfer
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Benefit from document templates as well as checklists to complete for each stage of the transaction.
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The TRNSFR process
Our platform offers display tools and solutions; we do not directly provide CPA, tax or legal services. Our goal is to help you navigate the transaction process by showing you the resources available and ensuring you have all the necessary documents in place to be prepared.
Gather the initial data needed to begin the certification process.
We start by asking you to fill out an online form with basic financial and operational information about your business. It is essential that this information is accurate and complete for the next steps. Our role is to provide tools and guidelines for collecting this information, but we do not perform verification or validation at this stage.
Discussion of tax aspects for the sale of the business (capital gains deduction, balance of sale price, sale of shares vs assets, etc.).
Tips for optimizing the structure to maximize the sale of the business.
Check the validity of the financial figures reported.
Canopée CPA Inc. performs a summary consultation of the financial data to ensure their veracity. This step includes the validation of the financial statements and other accounting documents.
We liaise with Canopée CPA Inc. and help you prepare the necessary documents for this audit.
Evaluate digital presence, marketing performance and brand strength.
Bofu Marketing Agency Inc. reviews your digital properties, including your website, social media accounts, and marketing campaigns. They evaluate current performance and identify opportunities for improvement.
Ensure legal compliance of all documents and aspects of the transaction.
ETTIC Société notariale Inc. performs a legal validation of the documents and terms of the transaction. They make sure to guide you on all legal aspects.
We facilitate contact with ETTIC Société notariale Inc. and provide the necessary information for this legal validation which is offered by this partner.
Complete the certification process and make the information available online.
Once all checks and validations are completed, we issue the TRNSFR certification. This certification confirms that the declared figures exist and that the documents are in order, without constituting an audit or in-depth analysis. The certified information is then put online on our platform to be easily accessible.
We hope this process provides you with the clarity and confidence to successfully complete your transaction. Please feel free to contact us with any questions or further assistance.