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)

Our client benefitted greatly from your service-oriented ‘can do’ approach to problem-solving over the course of the valuation and arbitration, and your willingness to make yourself available to discuss issues that came up as and when required. We also were greatly assisted by your ability to run calculations, and provide new information so quickly as we progressed through the case. It is great to be able to work with a dedicated team.

— L. John Alexander, Cox Taylor

We wanted to retire AND have our employees taken care of during this sale/purchase transition. XPS…made this major transition as seamless as possible. Their professionalism and expertise made this complicated process take place in a timely fashion. There were more details than you would imagine that needed to be taken care of and XPS was there to help us navigate through each and every step.

— Kerry Wilk, Former Co-Owner, Action Motorcycles

I don’t know where to begin thanking you. Your wisdom, leadership, guidance, and support were critical in this transaction.   Thank you for your time, after hours availability, and maintaining organization through this. I am so appreciative for your professionalism and role that you played in this chapter of Coastal Heat Pumps history.

— Ashley Gulevich, Owner, Coastal Heat Pumps Co. Inc.