For Advisors

Working With Professional Advisors

We work closely with accountants, wealth advisors, business brokers, and fractional CFOs who serve Ontario business owners.

If you have clients who need strategic legal guidance—especially around partnerships, corporate structure, employment relationships, or exit planning—we'd welcome the opportunity to connect.

Who We Work With

Ontario business owners who:

  • Have been operating for 2+ years

  • Generate $500K-$5M in revenue

  • Have employees, contractors, or business partners

  • Are building for long-term sustainability

  • Value strategic guidance and fixed-fee clarity

What We Do

We start most relationships with The Business Legal Audit ($4,500)—a comprehensive review that identifies gaps, risks, and priorities.

Clients receive a written executive brief, a prioritized roadmap, and clear understanding of what needs attention.

From there, we handle fixed-fee projects such as:

  • Partnership and shareholder agreement creation or updates

  • Employment and contractor documentation

  • Corporate restructuring and governance cleanup

  • Exit planning and preparation for sale

  • Intellectual property protection

How Referrals Work

Your client books a 60-minute Strategy Call ($500, applied to any project)

  • We assess fit and discuss priorities

  • If appropriate, we proceed with a scoped project

  • We keep you informed throughout (with client permission)

We respect the trust your clients place in you and coordinate closely with advisors to ensure legal work aligns with broader planning.

Referral Resources

We're happy to provide:

  • One-page referral guide for your files

  • Brief overview materials you can share with clients

  • Confidential consultations about specific client situations

Let’s Connect

We're happy to meet for coffee, answer questions about our approach, or discuss how we might work together.

[Download Referral Guide] [Email Us]