Referring accountants
Travis keeps you informed with verbal updates as the sale moves forward, so you can stay involved and keep advising your client on tax.
For accountants & advisors
When a client asks, “What is my business worth, and who would buy it?”
Bridgepoint Business Sale Consultants works with accountants, lawyers, bankers and other advisors whose clients are thinking about selling or buying an established Saskatchewan business. Travis Kellett, Business Sale & Valuation Consultant, has been the founder of Bridgepoint since 2009. Before that, he spent 13 years in merger and acquisition financing, using senior debt, subordinated debt, leasing and advanced structuring techniques to finance the purchase of businesses.
How a referral works
- Start with a confidential conversation. You, your client, or both of you together can call or email Travis. You do not need to share financial statements or identify your company in a first enquiry. You’re also welcome to call Travis on your own first and talk through the situation without naming your client.
- Get an honest read. Travis looks at the situation and suggests the support that fits. That might be a business valuation, a managed sale, owner-led Sale Assist support, buy-side advice, or no transaction at all. Our success stories include owners who decided not to sell after a valuation.
- Agree on scope and fees up front. Fees are published on the Sell Your Business page. For example, a business valuation is $4,900 CAD plus GST: “A business valuation consulting opinion based on financial performance, relevant market evidence and appropriate earnings adjustments.”
- Work through to closing with the client’s existing advisors. On a managed sale, Bridgepoint’s role includes: “Coordinate information requests and advisor communication, anticipate financing questions and help address obstacles.”
You stay your client’s advisor
- Confidentiality, careful buyer qualification and collaboration with your accountant, lawyer and other advisors remain central to the process.
- We work alongside your legal and accounting advisors; those professionals remain responsible for legal and tax advice.
- Bridgepoint does not provide legal or tax advice, real estate services or independent property appraisals. Owners engage the appropriate separate professionals for those matters.
- During an agreed marketing or advisory engagement, Bridgepoint coordinates buyer financial questions using your records and input from you and your accountant.
In plain terms: you stay involved through the whole process and keep the tax advice and the ongoing relationship with your client, while Travis runs the sale: valuation, the buyer search, confidentiality, negotiation support and financing coordination.
How Travis keeps everyone informed
Full Service clients
Owners get a mix of written updates and personal calls from Travis explaining what’s happening at each stage.
Sale Assist clients
“Receive updates as needed and a written progress report at least monthly during active marketing.”
What accountants have said
The client accountants in these stories are not named on the site.
“It's all about local market knowledge in a highly-specialized area,”
“If I have a client who is thinking about buying or selling a business in Saskatchewan, Travis at Bridgepoint is usually the first person I talk to. Sometimes it's for advice or suggestions and sometimes it's to refer someone. Either way, I know Travis will have valuable insights to share.”
“He does clean, professional business valuations that accountants and bankers really appreciate.”
— Chartered Accountant, “Professional Respect”
“Not everyone I've connected with Travis has become his client,”
“But he's always ready to share his insights, often suggesting other professionals who might be better suited to their needs. Regardless of the situation, he always treats people with respect and courtesy.”
— Accountant, “Professional Respect”
“I know my professional skill set… and I know Travis. I felt he would add a lot of experience and expertise that would help ensure my client made the best decisions possible.”
“As a CA, I believe that professionalism is all about adding value for your clients… making sure they have what they need to make the best possible decisions. I know Travis shares that commitment. His expertise and experience bring that same kind of value to my clients.”
— Chartered Accountant, “Sometimes the Best Deal is No Deal”
What referred clients said
“Travis, my accountant and I went back and forth with the buyer. Because we had Bridgepoint's valuation we knew the range that represented fair value for the business.”
— Business owner referred by his accountant, “Sometimes the Best Deal is No Deal”
“I didn't know Bridgepoint existed until my Accountant referred me to seek help from them with the sale of my business. After having been through a portion of the sales process, I am sure glad I have them helping me.”
— “Jeff” (name changed on the site), luxury goods retail owner, “Are You Asking Enough for Your Business?”
How Travis sees the relationship
“It's not about making a buck from every conversation,”
“In the long run, my business will grow based on deals that work for everybody.”
— Travis Kellett, “Professional Respect”
“We make it a priority to maintain relationships with other professionals who might have insights into a potential buyer for the businesses we work with,”
— Travis Kellett, “Careful Coaching Generates Two Quick Sales”
Who to refer
Bridgepoint works with established Saskatchewan businesses, typically valued at $1–5 million, for a managed sale. Sale Assist serves smaller independent businesses across Saskatchewan, including towns and rural communities. Bridgepoint also advises buyers, including investors and First Nations economic development organizations.
Have a client who is thinking about selling, buying or succession?
Call Travis at 306-979-8750 or email travis@yourbridgepoint.ca. A first conversation is confidential, and your client doesn’t need to send financial statements to start.
