Pay equity report template
This document presents a detailed vision of the objectives, strategies, financial forecasts and action plans for the development of a company. Use this plan to guide the growth of your business and attract investors or partners.
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.
Step 1 - Collect basic information by form
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.
Step 2 - Tax exploration by Fiscalité MTL Inc.
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.
Step 3: Verification by Canopée CPA Inc.
Check the validity of the reported financial figures.
Canopée CPA Inc. performs a summary review of financial data to ensure its accuracy. This step includes validating financial statements and other accounting documents.
We liaise with Canopée CPA Inc. and help you prepare the necessary documents for this audit.
Step 4: Verification of digital properties, marketing performance and brand by Bofu Agence Marketing Inc.
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.
Step 5 - Legal validation by ETTIC Société notariale Inc.
Ensure legal compliance of all documents and aspects of the transaction.
ETTIC Société notariale Inc. performs legal validation of the documents and transaction terms. They ensure you are guided through 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.
Step 6 - TRNSFR certification and online publication
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.