Business purchase and sale discussions can be a sensitive matter that an owner may not want to discuss in detail with management.  I would call Mark up and jokingly refer to him as “my therapist” as I found it brought clarity to run my thought process past him as we worked to position the Cashline business for a strategic sale.

—  Steve Clark, Former Owner, Cashline

Trust is central to the M&A process. The XPS team earned my trust, our banker’s trust, and the trust of the leadership in the companies I acquired. The XPS team’s thorough knowledge of the M&A process, and their ability to communicate effectively with me, my shareholders, and our legal team, saw us safely through several multi-million dollar international acquisitions. And, their extensive list of qualified investors enabled us to close a sale to a USA-based equity firm, to the lasting satisfaction of our shareholders. The buyer’s analysts attributed additional credibility to our data, because XPS vetted it.

— Warren Brown, Former Chairman and majority shareholder, Procura Homecare Software

I built my business from scratch and had never been through a sale before.  I’m so happy that my accountant referred me to Mark when I had a health scare and wanted to sell.  He managed all the people involved and gave me peace of mind with his advice along the way.

— David Lee, Former Owner, IB Distributors

I am very grateful to have met Mark.  He navigated me and other stakeholders through a shareholder re-purchase agreement with a family member, over the course of several years. At the outset, I asked Mark to always place our family relationships at the forefront of our priorities. He exceeded my expectations. Mark is a leader and conscientious adviser. He handled this project as a professional, with sensitivity to my intentions and goals. Our agreement between family members concluded very successfully; thanks in no small measure to Mark’s guidance.

— Bob Howe, Saltspring Island

I have engaged XPS Group a number of times over the years to assist with shareholder disputes.  Their work is always of the highest quality, and has been instrumental in achieving out of court settlements.

— Greg Harney, Lawyer, Shields Harney

XPS Group has prepared a number of expert valuation assignments for us over the years including purchase price allocations, business valuations, annual intangible asset and goodwill impairment tests, and a fairness opinion. These expert reports have provided exceptional value to our group of companies and have been accepted and relied upon by our auditors and the Board of Directors.

— Trevor Hill, Chairman, Global Water Resources, Inc. (GWRS: NASDAQ)