Project Consult

Business Overview

A modern and technology-forward consulting and advisory firm providing full-service consulting solutions to entrepreneurs and small to mid-sized businesses across North America. The firm has built a strong reputation for its digitized service delivery, national reach, and ability to support clients across multiple jurisdictions. Positioned at the forefront of a fragmented and aging industry, it serves as the anchor platform for a national roll-up strategy.

Track Record

Operating History: Over a decade of growth as a trusted professional services firm, serving a wide range of small business and corporate clients nationwide.

Customer Base: Supports thousands of recurring clients, from incorporated professionals and family businesses to fast-growing private companies.

Scale: Generates multi-million-dollar recurring revenue from advisory, bookkeeping, and business solution services, with an expanding client base across multiple provinces.

Leadership Alignment: Led by an experienced management team focused on digital transformation, automation, and national expansion, aligned with investors to drive sustained growth.

Growth Strategy

Platform Expansion: Act as the core acquisition platform for a roll-up strategy targeting independent professional firms across Ontario, Alberta, and British Columbia.

Succession-Driven Acquisitions: Capitalize on the aging ownership base — with over 60% of professional services practice owners above 60 years old — by providing succession solutions through acquisition and integration.

Operational Synergies: Implement a unified IT and practice management stack, centralized back-office functions, shared HR and offshore staffing, and standardized pricing and client onboarding models.

Digital Differentiation: Scale through a fully digitized workflow, cloud-native infrastructure, and automation of compliance work to improve efficiency and client experience.

Geographic Expansion: Build regional hubs across Western and Central Canada to expand reach while maintaining local relationships and community presence.

Investment Overview

This investment is in a consulting firm providing advisory, bookkeeping, legal, and migration services to businesses across North America, serving as a scalable platform for future acquisitions within the professional services sector.

Investors can set up an account on the PE Gate platform to access the detailed Investment Memorandum and indicate interest in participating in this consolidation opportunity. This investment is for accredited investors only.

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