MERCHANT CAPITAL FIRM business sale preparation
& valuation
most small-to-mid-market businesses fail to sell not because of poor operations, but because of poor 'deal-readiness.' At Old York Financial, we specialize in transforming opaque, family-run entities into transparent, bankable assets. Our Strategic Diagnostic process uncovers hidden value and de-risks the transaction for both the vendor and the acquirer.
Connor von Schröder
Principal | Managing Partner | Chairman
"Old York Financial is a merchant house built on the 200-year merchant legacy of the von schröder family. We carry forward a multi-generational ancestral model of principal-led advisory and capital stewardship."
core capabilities under this service:
Financial Normalization (Quality of Earnings): We reconstruct historical financial statements to identify "Seller’s Discretionary Earnings" (SDE) and Adjusted EBITDA. We translate 'tax-optimized' books into 'valuation-optimized' reporting.
Asset Impairment & Inventory Audits: We perform forensic physical audits to separate active inventory from impaired assets, providing a clean "Asset Schedule" for lenders and buyers.
Leasehold Arbitrage & Optimization: For businesses with multi-use footprints (Retail, Residential, Industrial), we audit head leases and structure sublet frameworks to maximize passive income and enterprise value.
Operational De-Risking: We identify and mitigate 'Key-Man Risk,' streamline labor costs, and document standard operating procedures to ensure the business is 'turn-key' for the next principal.
why old york? (the "CIO" perspective)
We don’t just list businesses; we engineer exits. Our process typically yields a 20-40% increase in realizable transaction value by correcting structural inefficiencies before the business ever hits the open market.
Our engagements are priced based on transaction complexity, typically representing less than 2% of the targeted enterprise value. We prioritize 'Transaction Certainty' over speculative listings.
Connect with Old York in Canada
Connor von Schröder
Principal | Managing Partner | Chairman
"Old York Financial is a merchant house built on the 200-year merchant legacy of the von schröder family. We carry forward a multi-generational ancestral model of principal-led advisory and capital stewardship."
info@oldyorkfinancial.com
picton, ontario
Monday–Friday
9:00am - 9:00pm