Services
Three ways in. One plan behind them.
Every engagement starts with the free diagnostic and a confidential conversation. From there: a plan, the capital to fund it, and the follow-through to carry it out. One advisor and one Fee Letter.
01 · Plan
The Strategic Growth Plan
Where the business stands, what to fix first, what to scale, and a dated plan to raise what it is worth.
Starts with: the free diagnostic and a confidential conversationDelivered as: a written plan and a working sessionFee: fixed, quoted before we start
Risk & Opportunity AnalysisFinancials, operations, people, market position and owner dependency, each rated for the risk built into it and how well it is managed, in the structure BC's regulator uses to assess lenders.
The Gameplan90 days, 6 months and 12 months: each goal with an owner, a dated milestone and a measure, and the capital it needs. Reviewed every quarter.
Competitive Landscape AnalysisThe three to five businesses your customers compare you with, read closely and scored, with the gaps nobody is filling. See how it works →
Business Development PlanThe sales engine on paper, with the conversion numbers a lender reads beside the financials. How the plan works →
Starting a business?The Start-up Program builds the plan, the first-year numbers and the funding path for a founder building an asset, not a job. The program in the open →
Step 1The free diagnostic
Step 2A confidential conversation and a Fee Letter
Step 3The Risk & Opportunity Analysis
Step 4The Gameplan and a working session
02 · Capital
Capital & Financing
The money to carry out the plan: a file the lender can approve the first time, placed with the lenders whose appetite fits, and a lender relationship that stays strong after it funds.
Delivered by: Legatis, as commercial loan brokerLenders: banks, credit unions, government-backed and private institutional lendersExcluded: capital raised from private individuals; loans secured by real estate
Lender-Ready FileNormalized financials, the plan and every document a credit analyst asks for, answering the five questions every committee works through before they are asked.
PlacementTerm loans, operating lines, equipment, government-guaranteed and acquisition financing, taken to the lenders that fit, with the terms compared side by side.
Grants and government programsThe programs and grants the business may qualify for, sequenced against the plan, with specialist partners on the applications.
Lender Reporting & Covenant MonitoringThe yearly review package your lender asks for, a covenant check every quarter, and an early warning while there is still time to act. Whether or not we arranged the loan.
Step 1Assess needs and debt capacity
Step 2Prepare the lender package
Step 3Approach selected lenders and compare terms
Step 4Negotiate and close, then report and monitor
03 · Follow-through
The plan, carried out
A plan only adds value when it is done. We track it, bring in the people who do the work, and stay accountable for the result.
Engagement: quarterly review, monthly advisory, or a fractional executiveImplementation: vetted implementers contracted to the clientFee: monthly retainer
Progress DashboardYour Gameplan in the Client Portal: the monthly numbers, where you started and where you are going, and updates from the people responsible for each part.
Customer Profile & SearchYour best customer written down, then two lists from it: businesses like them, and the people already in front of them who could refer you. How it works →
Coaching & HPT360One-to-one and team coaching for owners, leaders and sales teams, on HPT360, our system for high-performing teams built on graded research.
Fractional ExecutiveVP-level leadership for set days each month: finance and funding, operations, business development or technology, with defined deliverables.
When the plan calls for it
Selling or buying a business
Preparing, structuring and completing a sale, a purchase or a merger, with the regulated steps done by partners licensed for them.
Advisory and asset transactions: LegatisShare sales, mergers by share, equity raises: our registered exempt market dealer partnersReal estate and leases: licensed brokerage partners
Exit Readiness Program12 to 36 months to raise transferable value: normalized earnings, documented systems, less owner dependency, a management team that stays and clean records. Fixed fee, no success fee.
Asset sales and purchasesLed by Legatis end to end with client counsel and accountants, where there is no real estate: strategy, valuation preparation with a CBV, buyers or targets, negotiation, diligence and closing.
Share sales & equity raisesExecuted by one of our registered dealer partners under its own engagement. We stay your advisor throughout, and any referral fee is disclosed in writing.
When the plan calls for it
Ownership & succession
Hand it on the way you want to: structures that reward the people who built the business with you, and a transition that protects what you built.
Design and facilitation: LegatisLegal drafting and tax filings: client counsel and accountantsTypical duration: 3 to 9 months for design; multi-year for transition
Succession planningFamily, key employees, management or an outside buyer: the options, the timeline, the financing and the contingency plan, across generations where it is a family business.
Ownership designEstate freezes, employee shares, profit-share pools, phased buy-ins and shareholder agreement frameworks, designed with your accountant and prepared for counsel to draft.
Leadership transitionSuccessors developed and coached, and authority handed over in stages.
Fees & engagement terms
Transparent by design.
Before any engagement begins, the client receives a Fee Letter: a single document listing every fee Legatis expects to earn on the file, including any amount payable by a lender or partner as a result of the client's mandate. Fees not set out in the Fee Letter are not accepted. Third-party costs (legal, accounting, valuation, lender fees) are contracted and paid directly by the client to those providers.
| Engagement | Fee basis | Notes |
|---|---|---|
| The diagnostic and first conversation | Free | No obligation. Where there is a fit, a proposal and a draft Fee Letter follow. |
| Strategic Growth Plan | Fixed fee | The Risk & Opportunity Analysis and the Gameplan, quoted together and scaled to the business. The plan is the client's to keep. |
| Competitive Landscape Analysis | Fixed fee | Quoted by the number of competitors and markets covered. |
| Customer search | Fixed fee | Quoted once the Customer Profile is written. |
| The Start-up Program | Fixed fee, then a small retainer | Quarterly check-ins to the second-year lender file. |
| Lender-Ready File and placement | Retainer, then a percentage of the funded amount | The retainer is credited against the placement fee, payable on funding. Any lender-paid fee is disclosed in the Fee Letter. |
| Lender reporting & covenant monitoring | Yearly retainer, billed monthly | Whether or not we arranged the loan. |
| Follow-through | Monthly retainer | Quarterly review, monthly advisory, or a fractional executive on set days a month. Change level as circumstances change. |
| Exit Readiness Program | Fixed fee, paid monthly | No success fee. |
| Asset transactions led by Legatis | Work fee plus success fee | Work fee credited against the success fee. No real estate component. |
| Ownership & succession design | Fixed fee by phase | Legal drafting and tax filings billed by counsel and accountants. |
| Share sales and equity raises | Dealer engagement | Billed by the registered dealer. Any referral fee to Legatis is disclosed in writing before engagement. |
ConflictsLegatis does not act for both parties to a transaction without the informed written consent of each. Conflicts are disclosed when identified.
CapacityThe practice maintains a limited number of active mandates, to ensure each file receives partner-level attention.
All fees in Canadian dollars, plus applicable taxes. The fees for each engagement are set out in its written Fee Letter.