For advisors

Built for the advisors
guiding succession.

Your clients are retiring. Give them a real path to sell, and keep the relationship.

The problem

The succession gap is here.

A wave of Canadian owners is retiring. Many good businesses will simply close because there is nowhere obvious to send them. Advisors have no purpose-built tool to help. Sellvara is that tool.

What advisors get

Built around your practice, not around ours.

Keep the relationship

You refer the client and stay named on the file. We handle the marketplace mechanics. Tax and legal questions come back to you.

Transparent economics

Referral terms are clear and shared upfront. We tailor them to your professional obligations rather than advertise numbers you may not be permitted to accept.

Canada-first and compliance-aware

Built for the Canadian market, with respect for CPA professional conduct and securities rules.

Referral economics

Clear terms, agreed in writing.

Referral compensation is restricted for some advisors, and the rules differ depending on your designation, your relationship to the client, and the structure of the transaction. We talk it through with you before anything is documented, and terms are captured in writing before you refer.

Who this is for

Three groups of advisors.

CPAs and accountants

You know the client's numbers better than anyone. You are the person they ask first.

M&A and business lawyers

You already handle the structure. Sellvara handles the search.

Exit-focused financial advisors

You plan the exit. We help make it happen.

Trust and compliance

Canadian data. Confidential by default.

Hosting locations depend on the service configuration. Client information stays confidential and gated. We do not give tax or legal advice, and we say so on the pages where it matters.

Join

Join the advisor network.

Leave your email and we will reach out to walk through the fit. No forms, no dashboards, no busywork.