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Bill Carstairs, CPA, CMA, CBI

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Broker-Owner, Professional Business Broker

Company

Heart & Soul Business Ltd

Over the last few years, I had heard from many of my clients and friends that they had either tried to buy or sell a business and their experiences were less than satisfactory. They had found the people they talked to were either managing business sales without proper training or taking listings without a clear idea of what it took to sell or buy a business. Many of them thought the person who they worked with failed to understand how to price a business, structure a deal or manage the diligence process. As a result, most of them, ended up not selling or buying. I viewed this as another way the market was becoming complex and evolving in a way that was going to create a new market niche or specialization that I was considering entering.
Early in 2017, I read an article that projected that within the next 5 years, one of every five businesses would change hands and about half of these had no exit or transfer plan in place. To meet these new expectations, I opened Heart and Soul Business Brokers Ltd. in October 2017 and I sought out advanced training for this burgeoning market. I completed the Certified Business Intermediate (C.B.I.) designation program through the International Business Brokers (IBBA) in 2018, which allows me to service business buyers and sellers in a highly professional and competent manner. In addition to this, I have become Value Builder certified, which allows my clients to use specialized software to analyze and make suggestions on how to improve the performance of their business and improve the realizable price they could attain.

Services Offered

Business Brokerage
Business Evaluations
Business Consulting and Coaching
Real Estate Sales and leasing (See Below)
Any Real Estate advice pertaining to a business will be handled by
Best Step Real Estate Services Ltd. where Bill Carstairs is also the
Broker-Owner.

About

I went to high school in St. Albert and have lived in the St. Albert/Edmonton area since that time. I find the capital area to be vibrant and family-oriented, providing people with a sense of community, an ability to pursue education, find employment opportunities.
I began my career in Real Estate at the age of 27 in Edmonton, Alberta. Since that time, I have been serving my clients in a professional manner (32 years). Over the years, I have expanded my training capabilities and services to meet sophisticated and specified needs of my clients. Eventually, I completed the Real Estate Brokers program and the Land Economics and Development Certificate Program at the University of Alberta. This was a great help when dealing with investors and those people who had challenges with appraisals, land development, construction, zoning or development permits.
However, the market for investors and landlords was becoming more demanding, regarding financial acumen and reporting. I undertook professional training in Finance and Accounting and eventually completed the Certified Management Accounting Program (CMA). Because of this, I was able to assist several organizations in senior financial roles where I contributed to their financial, operational and strategic planning. Recently, the accounting bodies have merged, and I received the Certified Professional Accounting Designation from C.P.A. Canada.
The area is ideal for people who wish to enjoy activities, raise their children, work and eventually retire. I have worked in the area for my entire life and raised my family here. It is a fantastic place to live.
Today, I am proud to be the Broker-Owner of Heart and Soul Business Brokers and look forward to serving the community to assist people when they want to buy or sell a business.

Areas Served

  • Alberta Canada

Affiliations

  • CPA, Certified Professional Accountant CMA, Certified Management Accountant CBI, Certified Business Intermediary Value Builder Certified

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