Exit your business confidently with our expert guidance for seamless transitions and successful sales.

Our Vision

What sets us apart is our team-based, holistic approach. Rather than navigating multiple advisors on your own — from brokers and lawyers to financial planners — you’ll have a single, integrated team working together on your behalf. This seamless collaboration ensures that no detail is overlooked and that your goals, values, and legacy remain at the heart of every decision. Whether you are planning to exit now or preparing for the future, Q5 Strategies is your partner for a smooth and strategic transition.

Our Mission

Q5 Strategies empowers business owners to maximize the value of their life’s work and transition on their own terms. We are committed to providing comprehensive, trustworthy, and personalized guidance that supports the financial outcome of your exit as well as the emotional and intangible aspects of the journey. We believe that you deserve a thoughtful and dignified transition — one that honours the legacy you’ve built and positions you for long-term security and peace of mind. Through every stage of the process, we stand by your side with integrity, care, and a deep commitment to your success.

Pre-Sale

Exiting successfully starts long before a buyer enters the picture. Our pre-sale services focus on preparing your business inside and out. We assess operational performance, leadership readiness, and financial clarity to ensure your business is positioned to attract strong interest and command top value.

During the Sale

When it’s time to go to market, our team executes a strategic plan to showcase your business in the best possible light. We identify qualified buyers, manage communications, and lead negotiations—ensuring the transaction process is smooth, discreet, and favourable to you at every step.

Post-Sale

Closing a deal does not bring your journey to an end. We support you in transitioning out of your business while preserving your legacy and securing your financial future. From managing the changeover to post-sale investment planning, we will help you move forward with confidence and peace of mind.

Why Choose Us

01

Holistic Support
Our approach goes beyond the sale itself. We offer full-spectrum support before, during, and after the transaction. This holistic perspective means we’re not just focused on closing a deal—we’re invested in your personal and financial well-being at every stage. From preparing your business to managing your post-sale wealth, we help you plan your future with confidence and continuity.

02

Expert Team
Our strength lies in the depth and experience of our team. You’ll be working with seasoned professionals who specialize in exit planning, finance, law, and wealth management. Each advisor brings years of hands-on experience and a track record of success in guiding business owners through complex transitions. With Q5, you have access to practical expertise and real results.

03

Proven Process
We don’t leave anything to chance. Our structured, time-tested process helps business owners achieve their exit goals. While we tailor our roadmap to fit your specific situation, every engagement is built on best practices that maximize value and minimize risk. We measure our success by yours—standing with you every step of the way to ensure you reach the intended destination.
Our Team
image

Usman Afzal, CFA

Portfolio Manager & Wealth Advisor
Alitis Investment Counsel
image

Philip Doublet, P.Eng.

Business Succession Advisor
Doublet Management Consulting
image

Ernest Bednarz, CBV

Principal
Malahat Valuation Group
image

Jessica Craig, MBA

M&A Advisor
Exit Welle
image

Sankar Nair, JD

Business Lawyer
Velletta Pedersen Christie