Guides

Looking to raise capital, prepare for an exit or simply knowing what your business is worth? These free guides are designed to help you get the information you need from an easy to use unbiased source. Enjoy!

Free Guides for Founders and Business Owners:

Guides For Raising Money As a Canadian Business:

• How to Value Your Business: A Canadian Owner’s Playbook and Guide

• 2025 Complete Canadian Business Owners Guide to Unlocking Government Funding for Growth

• The Canadian Founder’s Introduction to Cap Tables - 2025 Guide

• Tips For Raising a Friend and Family Financing Round in Canada (Comprehensive Guide)

• The 2025 Guide to Raising Pre-Seed Capital in Canada

• The 2025 Guide to Raising Seed Capital in Canada

• Guide: How to Raise Money from US Investors, as a Canadian Company

• The Bankability Scorecard: A Guide To How Lenders See Your Business

Guides For Exiting or Selling Your Canadian Business:

• What Your Company Is Worth to Private Equity: A Canadian Guide

• Canadian Business Owner’s Guide to Recapitalizations and Partial Exits

• The Canadian Family Business Succession & Valuation Guide

Deal Resource and Execution Guides:

• The 2025 Canadian Founder’s Exit Readiness Checklist (Prep to Sell)

• Deal Data Room Template & Compliance Guide for Canadian Founders

• Canadian Equity Incentive Plans: ESOP & EOT Guide for Startups and SMEs

Coming soon:

• The Canadian Equity Incentive Plan Guide

• The Canadian Founder’s Guide to Non-Dilutive Capital