Service Providers
Whether you’re exploring employee ownership or preparing for a sale, the right expertise matters.
Browse our curated list of service providers to find advisors who can support your transition with confidence and clarity.
Toggle through the categories to find a provider for each stage of your journey.
Tallgrass Employee-Owner Equity Fund

Email: chadf@friesens.com
Website: https://www.tallgrassfund.ca/
Mowbrey Gil

FULL-SERVICE ACCOUNTING and BUSINESS ADVISORY SERVICES
Mowbrey Gil is an independently owned accounting and business advisory services firm located in Edmonton. As a member of Moore North America and Moore Global Network, we have access to 228 firms in 522 offices located in 112 countries.
Our team of 50 professionals provide a wide range of services including:
- Audit and Accounting;
- Business Valuation and Litigation;
- Business Advisory Services;
- CFO for Hire;
- Indigenous Consulting;
- Taxation
3 Peaks CPA

3 Peaks CPA is a boutique advisory firm specializing in succession planning and employee transitions, including the design and implementation of Employee Ownership Trusts (EOTs). We provide bespoke tax consulting, trust structuring, governance support, valuation insights, and outsourced finance and accounting services.
With a strong focus on social sustainability and long-term resilience, we work closely with owner-led businesses to craft transitions that honour legacy, empower employees, and build thriving futures. Our approach is personal, strategic, and grounded in care – not just compliance.
Website: http://www.3peakscpa.com/
Réseau Fisconseils inc. / TaxAdvice Network Inc.

Services: Fiscalité – Testaments et successions – Démarrage d’entreprise
Nous sommes d’abord et avant tout des conseillers. Nous vous donnons l’heure juste et des recommandations sensées.
Nous offrons également une gamme complète de services fiscaux, incluant les services juridiques reliés.
Nous pouvons préparer votre testament, vous aider à assurer une transition harmonieuse pour votre entreprise, tout comme nous pouvons assurer des services de planfication post-mortem et aider dans le règlement de successions et l’administration de fiducies.
Nous offrons un service complet de démarrage d’entreprise.
Website: https://reseaufisconseils.com/
Dale & Lessmann LLP

Dale & Lessmann LLP is a medium-sized, Toronto-based firm tracing its origins back over 90 years. D&L’s corporate-commercial practice, primarily for private companies, has several areas of sub-specialty including ESOPS. Over the past 20 plus years, D&L has been involved in helping well more than 50 clients implementing ESOPs in all parts of Canada, from large and complicated to small and straight-forward.
Website: https://www.dalelessmann.com/
