TEACHING

Business Owners How To Value Their Business, Business Owners How To Finance Their Business, Business Owners How To Sell Their Business, Students How to Prepare For The CFA Exam, Students How To Value A Businesss

Our Primary Focus

Teaching business owners and students how to value a business

Valuation

The first step in any journey is to know where you started. If you know your business value today, you know what price to put on it. You are better prepared to improve it over time. We can help by providing a simple estimate or an in-depth analysis of your business value.

Consulting

The second step to getting the best price for your business is finding the issues affecting your value. In the process of valuing your business we often come across these issues and can help put strategies in place to fix them. The result is a higher selling price in the future.

Advice

Sometimes a business owner just needs some advice . It may be a review of a business plan, or advising on an existing valuation. It may involve putting together a plan for raising capital.

Education

We have put together several Educational tools so you can learn how to: I. Value your own business. II. Find the issues affecting your value and put strategies in place to fix them. III. Create a compelling business for sale proposition. These tools include online tutorials or in person workshops.

About us

Why Us?

“All told, almost a third of business owners will leave or transfer control of their firms within the next five years.” — Grant, Tavia, Globe and Mail

Business Value will be affected by the changing demographics

Willo Consulting is a boutique firm with a very specific focus. We value businesses. More specifically, we work with small/medium sized business to calculate what their business is worth today and we help identify and implement strategies that can increase this value in the future.

The current demographic shift is putting added pressure on those wanting to sell their business. Supply will soon exceed the demand for them. Buyers can be selective and businesses that offer the best value will get the best prices.

1
Small/medium-sized business in North America
1
Small businesses need to be sold in the next 10 years
Audience 40%
40% OF THE POPULATION IS BETWEEN THE AGE OF 50 AND 69
Owners 40%
40% OF THE BUSINESS ARE OWNED BY THIS AGE GROUP

Our Team

We give fourth year and MBA students an opportunity to learn.
CHARTERED FINANCIAL ANALYST​

Bruce Everitt is Principal and Founder of Willo Consulting Group. He started the business in 2012 to assist small businesses with financing, investing, valuation and risk management.

Bruce began his Financial Services career at RBC Royal Bank as a Commercial Banking Account Manager, lending to small-medium sized businesses. Over the next 12 years,…

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