Your Succession Planning Experts
When planning the future of your business, having the right experts on your team makes all the difference. We’ve partnered with a select group of specialists who bring extensive experience in business valuation, succession planning, and transaction advisory. Each professional is committed to helping you navigate the complexities of transitioning ownership, with tailored, practical guidance.
Whether you’re exploring your options or ready to move forward, these trusted advisors are here to support your business every step of the way. Take a look at their bios below to see how they can assist you in your succession planning journey.
Ryan Buist, MBA, CBV
VP of M&A and Valuations, Portage M&A Advisory
Ryan Buist is a seasoned expert in mergers, acquisitions, and business valuations at Portage M&A Advisory, where he serves as Vice President. With a focus on helping business owners maximize their company’s value, Ryan brings extensive experience in business valuation and transaction advisory services. He and his team collaborate closely with clients to assess their business’s worth and develop strategies that align with their goals.
Ryan’s approach makes navigating the complexities of business sales and acquisitions straightforward, providing guidance that is clear and actionable. Whether you’re considering a sale or ready to take the next steps, Ryan and his team are equipped to support you through a successful transaction, starting with a complimentary initial consultation.
For more on how Ryan and his team can assist with your business transition, visit www.portagemaadvisory.com
To contact Ryan Buist:
905-538-5741
inquiries@portagemaadvisory.com
Nick Rotundo, CPA, CA, CBV
Director – Valuations, M&A and Litigation Support - Grewal Guyatt LLP
Nick Rotundo is a Chartered Professional Accountant (CPA) and Chartered Business Valuator (CBV) with deep expertise in business valuation, transaction advisory, and tax planning. At Grewal Guyatt LLP, Nick specializes in guiding business owners through the succession process, helping them assess their company’s value and craft strategies that enhance value while minimizing tax liabilities.
Nick and his team navigate the complexities of succession planning with precision, ensuring that business owners can transition ownership confidently when the time is right. Grewal Guyatt LLP is recognized for its tailored advice and expertise in supporting owner-operated businesses.
To learn more about how Nick and Grewal Guyatt LLP can help with your succession planning, visit www.grewalguyatt.ca
To contact Nick Rotundo:
289-809-1255
info@grewalguyatt.ca
Melanie Russell, B. Comm., FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val
President & Senior Managing Director - Kalex Partners Inc.
Melanie Russell leads Kalex Partners Inc., a firm specializing in business valuations and forensic accounting. With extensive experience, Melanie has positioned Kalex as a reliable resource for businesses facing financial and operational challenges, particularly during succession planning.
Kalex Partners provides customized solutions that help business owners accurately assess their company’s value and prepare for a smooth transition. Melanie and her team of Chartered Business Valuators and forensic accountants apply their expertise with meticulous attention to detail, ensuring that clients are fully prepared for succession.
For more information on how Melanie and Kalex Partners can support your business succession, visit www.kalexpartners.com
To contact Melanie Russell:
416-488-9590 Ext 225
melanie@kalexpartners.com
Once you’ve reviewed their bios, let us know when you’re ready to meet them, and we’ll arrange an introduction with each expert. After you've had the chance to interview them and decide who you'd like to work with, simply inform us, and we’ll help guide you through the next steps, ensuring everything runs smoothly.