Steve SchmidtM&A advisor · Montreal
Business acquisitions · Sales · Succession

Your business.
Your next chapter.
Let’s get it right.

I’m Steve Schmidt. I help business owners sell, entrepreneurs buy, and owners prepare for a successful transition—with clarity and confidence.

Let’s talk about your business
Based in Montreal. Working with you in English or French.
Steve Schmidt
Steve SchmidtM&A ADVISOR · MBA, CBI, CEPA
MBAMaster of Business Administration
CBICertified Business Intermediary
CEPACertified Exit Planning Advisor
English / FrançaisAdvice in the language you prefer
How I can help

A clear path for
your next move.

Whether you’re ready to act or just starting to think ahead, we begin with where you are—and where you want to go.

Sell your business

You’ve put years into building your business. Let’s prepare it for the market and navigate the sale with care.

  • Understand value and market readiness
  • Position your business for qualified buyers
  • Navigate offers, negotiations and closing
Discuss selling

Buy a business

The right acquisition starts with clear objectives. Get support evaluating opportunities and moving toward a well-informed decision.

  • Define your acquisition criteria
  • Assess opportunities and business fit
  • Coordinate the steps toward a transaction
Discuss buying

Prepare for succession

A future exit starts with the decisions you make today. Build a plan to strengthen your business and expand your options.

  • Identify readiness gaps and priorities
  • Reduce dependence on the owner
  • Create a practical transition roadmap
Discuss your next chapter
A clearer view of what comes next.Consider. Prepare. Move forward.
Meet Steve Schmidt

Business experience.
A personal approach.

Steve Schmidt

Having owned businesses and worked in larger companies, I understand that a business is more than its financial statements. It represents years of work, relationships and responsibility.

My background includes manufacturing and distribution. Today, as an M&A advisor with Investiprise, I bring buyers and owners together and help them work through the decisions that shape a transaction.

My approach is straightforward: listen carefully, explain the options, and work collaboratively with you and your professional advisors.

CBI + CEPATransaction expertise and exit-planning insight, together.
View my professional background ↗
Our first conversation

Start with a conversation.
Leave with a clearer direction.

01

Talk about your goals

Tell me about your business, your timing and what you want your next chapter to look like.

02

Explore your options

We discuss your situation, the questions that matter and where support could be useful.

03

Choose the next step

If there’s a fit, we agree on a sensible path forward and the scope of any engagement.

A few useful answers

You don’t need to
have it all figured out.

I’m not ready to sell. Is it too early to talk?

No. Early planning gives you time to identify gaps, improve transferability and consider your options. A first conversation can help clarify what deserves attention now.

Can we discuss my plans confidentially?

Confidentiality is central to the process. We can begin with a high-level conversation and agree on how to handle sensitive information before you share detailed business documents.

Do you work with my accountant and lawyer?

Yes. A transaction brings together business, financial, tax and legal considerations. I work collaboratively with your professional advisors so that each specialist contributes their expertise.

Can we work together in French?

Absolutely. I work in English and French. Choose the language you’re most comfortable using for an important business decision.

Your next chapter starts here

Let’s talk about
what comes next.

Buying, selling, or planning ahead? Tell me a little about your situation and we can take it from there.

Find me professionally