Effective Business Optimization Strategies
Unlock your potential with expert business planning advice.
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Unlock your potential with expert business planning advice.
At Xponents Business Advisory Partners, we specialize in helping owners of privately held businesses across Ontario optimize the value of their companies and evaluate strategic alternatives,
whether that includes a sale, recapitalization, or financing solution.
Our approach is disciplined and execution-focused.

Xponents Business Advisory Partners is a specialized Corporate Advisory Firm focused exclusively on representing shareholders in the sale of privately held businesses with enterprise values ranging from $5MM to $50MM across Ontario, Canada.
Our mandate is to deliver disciplined, execution-focused advisory services to business owners pursuing a liquidity event. Drawing on a rigorous preparation process and a deep understanding of the lower to middle market, we work to protect shareholder interests and maximize transaction value.
For owners who have spent decades building their businesses, we provide the expertise and process required to effectively realize the value created.

We exclusively represent sellers of privately held companies valued between $5MM and $50MM. Our firm maintains one of the largest networks of qualified family offices, private equity groups, strategic acquirers, and high-net-worth investors actively pursuing lower to middle-market opportunities in Ontario. On average, our clients receive multiple offers per transaction.
Preparing a business for sale typically takes two to five years. Our commitment is to working in close collaboration with your existing advisors—your lawyer, wealth advisor, and banker—well in advance of a transaction. Together, we help identify and resolve financial, HR, and operational challenges to maximize the value of your exit. We sit on your side of the negotiating table and will prepare you with what to expect as we proceed through to execution of our strategy.
Prior to initiating buyer outreach, we conduct a comprehensive pre-market preparation phase that includes normalizing and validating financial statements, developing a detailed understanding of the business model, and preparing a professional investment memorandum. This disciplined upfront diligence improves buyer confidence, results in more credible offers, and reduces execution risk later in the process—contributing to our historical closing rate in excess of 95%.
Our involvement extends well beyond offer acceptance and is a key differentiator from traditional M&A advisors. By completing meaningful preliminary diligence and transaction preparation in advance for review by legal and accounting advisors, we reduce inefficiencies, lower professional fees, and facilitate a more efficient closing process.
Mike's expertise lies in tax planning, succession planning, and restructuring privately owned corporations to minimize taxation for businesses and their owner-operators. With this in depth knowledge of his client's businesses he is able to craft tailored solutions to prepare them for every stage of the buisness cycle. He has assisted numerous organizations with their strategic plans and serves as trusted advisor for tax efficient planning.
Before founding Xponents CPA in 2024, Mike gained extensive experience working at Deloitte, BDO, and other regional firms. His dedication to providing strategic tax solutions has made him a trusted advisor in the industry.
Mike Li graduated from McGill University in 2005 with a major in Accounting. He obtained his CPA designation in 2010 and subsequently completed an in-depth taxation program, becoming a full-time tax specialist.
David has spent over two decades in the advisory sector managing the real estate interests for a wide variety of clients across the Country. Over the last twenty years, he has represented many organizations and has a keen understanding of their operations and market strategies.
His client experience also includes strategic planning, financial analysis, negotiation and implementation of real estate disposition and consolidation projects for various industry sectors. He has a proven track record with companies in the healthcare, technology, financial services, and not for profit space.
David is a graduate of the University of British Columbia, Sauder School of Business Urban Land Economics Program. He also holds a Fellow of the Real Estate Institute of Canada (FRI) designation along with recognition as a Professional Land Economist (PLE) from the Association of Ontario Land Economists. David has also completed the Executive Leadership Program through the Samuel Curtis Johnson Graduate School of Management at Cornell University.
We would be happy to have a discussion to see if our services are a fit for your organization.
1100 Burloak Drive, Burlington, Ontario, Canada
Mike Li, CPA, CGA, Co-Founder email: mike@xponents.cpa tel: (226) 600-5718 David Chong, FRI, PLE, Co-Founder email: david@xponents.cpa tel: (416) 219-9069
Open today | 09:00 am – 05:00 pm |
Copyright © 2026 Xponents Business Advisory Partners - All Rights Reserved.
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