Redcap&Truss

Make Your Next Business Decision Count!

Selling your business, considering an acquisition or planning for the next stage of growth?

Important decisions deserve more than guesswork.

The questions you ask and the decisions you make today can have a lasting impact on your business, your financial future and the people who depend on it. Redcap&Truss works with business owners to understand their options, evaluate opportunities and navigate important transactions—from the first strategic discussion through negotiation and closing.

What could my business sell for?

Understand the factors that influence business value, what potential buyers may find attractive and what could affect the amount you ultimately receive.

Should I sell now or keep growing?

Explore your options before committing to a transaction. The right next step may be a sale, an acquisition, a period of focused growth or preparation for a future exit.

Who would be the right buyer for my business?

Identify potential buyers, understand their motivations and evaluate the opportunities available to you.

How do I protect the business during a sale?

Plan a process that considers confidentiality, employees, customers and the practical demands of continuing to run the company.

How do I know whether an offer is a good one?

Look beyond the headline price to the structure, conditions, timing and other terms that determine the overall outcome. You don’t need to have all the answers before speaking with an advisor. You need a clear understanding of your options and what to consider next.

Advice for the decisions that shape your business.

Selling a business

Prepare for a sale, identify potential buyers, evaluate offers and navigate negotiations and due diligence through to closing.

Buying a business

Assess acquisition opportunities, identify potential targets and work through the financial and commercial considerations involved in a transaction.

Business advisory

Evaluate strategic options, understand business value and plan for growth, ownership transition or a future sale.

We specialize in industrial, oil field services and manufacturing businesses

Bring an understanding of the commercial considerations that can influence transactions involving industrial, manufacturing, distribution, construction and business services companies.

Whatever the decision in front of you, our role is to help you understand the options, assess the trade-offs and move forward with greater clarity.

About Us

The name Redcap&Truss is inspired by the late 19th-century Red Cap baggage porters in New York’s Grand Central Station. Similarly to porters, we carry each corporate sales process from start to finish, while building a bridge (Truss) between buyer and seller.

Let the Redcap&Truss team show you how we can make your buying or selling journey infinitely more seamless, while ensuring that you get the maximum value from each deal and remain on the path towards your long-term strategic goals. Based in Calgary, Alberta, we are proud to offer our full scope of business advisory services to medium-sized businesses across Western Canada.

Patrick Allan

I work with business owners navigating some of the most important decisions they will make about their companies—whether that means selling, acquiring a business or evaluating the options for what comes next.

Chris Beaton

I advise business owners on the strategic and financial decisions that shape the future of their companies, including business sales, acquisitions, capital raising and growth.

Testimonials

  • “We built Blue Sky with the aim to sell it in three to five years. When we received an unsolicited proposal from another party, Chris and his team worked to ensure we canvassed the market for other suitors and negotiate a very attractive deal for our shareholders. Always happy to recommend Redcap&Truss to our friends.”
    Blue Sky Distributing Ltd.​
    Derek Loomis, Owner, Blue Sky Distributing Ltd.​
  • "The Redcap guys gave me honest and direct advice all the way through the process and always presented multiple options to consider to aid in my decision making. I am now set up for my next entrepreneurial venture – thanks guys!"
    Empower Construction Group Inc.
    Casey Merrills, Owner, Empower Construction Group Inc.
  • “Working side-by-side with Patrick and Chris throughout the process for me and our team was easy. Trust and reliability are huge when working with advisors and both of these attributes were exceptional as we navigated the negotiation and sale process. We highly recommend Redcap&Truss as valued partners and advisors.“
    Whissell Contracting Ltd.
    Gary Yamada, Chief Financial Officer, Whissell Contracting Ltd.
  • “Chris and Patrick were truly trusted advisors. They quarterbacked all the various steps of our transaction, gave me their honest feedback and grinded through to closing. Really appreciate what the guys did for Eclipse and I’m very thankful we found a great partner in Steelhaus!”
    Eclipse Downhole Solutions
    Nathan Jones, Owner, Eclipse Downhole Solutions
  • “I would like to say many many thanks for what you guys did for us and our business Barrow Safety.  You guys both deliver a great service and great advice. I do not think this transaction would have went nearly as smooth as it did without you guys.“
    Barrow Safety Service Inc.
    Glen Barrow, Owner, Barrow Safety Services Inc.
  • “The Redcap&Truss team helped us take this deal from concept to closing.  There are lots of emotions that come with trying to get a deal done and the Redcap&Truss guys helped us every step of the way.“
    Westbloom Inc.
    Westbloom Ownership
  • “After meeting with Redcap&Truss for the first time in June, they immediately identified options that could help us take our company to the next level. I am incredibly excited about the future of First Pass and Whipcord. Together, we have the opportunity to create value for agriculture stakeholders with new digital products.“
    First Pass Technologies
    Matt Coutts, CEO, First Pass Technologies
  • “As Excel was growing, it became evident that we required a strategic partner to assist in the continued growth of the Company.  Redcap&Truss identified UIG, as a strategic partner that would provide us with additional expertise in the construction industry while enabling us to continue to grow our business.”
    Excel Projects
    JD Kehler, shareholder of Excel Projects Ltd.
  • “When we were having preliminary discussions with Big Bore, we had a general sense of what a fair deal would look like from a money perspective.  The guys at Redcap&Truss confirmed our initial thinking, but also brought to the table some creative ideas on the other non-financial deal terms that we were not as familiar with. They did a great job in a short amount of time and negotiated a great deal for all sides .”
    Big Stone Boring
    Michael Dorsett, shareholder of Big Stone Boring Ltd.
  • “I initially met Redcap&Truss at the end of 2012. At that time they advised me to continue to grow my business as they thought it was too early to sell it.  By the summer of 2014, we engaged them and they thoroughly managed the sales process through the end of 2014 ensuring that our business was sold just prior to the downturn in 2015.”
    Glacier Ridge Ventures
    Craig Heitrich, majority shareholder of Glacier Ridge Ventures Ltd.
  • “Patrick and Chris were valuable resources as we refined our business plan and sought out equity partners. We continue to lean on their expertise as we develop and grow our business.”
    Hanson Lake Sands
    Kyle Holmes, Strongpine Energy Services
  • “I didn’t want to shop around and knew I wanted to sell my business to CEDA.  However, I wanted to make sure I was getting a fair deal, not only on the sale of my equipment, but also as it related to my future employment.  Redcap&Truss walked me through what a fair deal would look like and negotiated all the key deal terms that worked for both CEDA and I. The guys were always available for a late-night chat and were patient with any questions I had throughout the process."
    Breakthrough Oilfield Services
    Derek Loomis, majority shareholder of Breakthrough Oilfield Services Ltd.
  • “Chris and Patrick did a fantastic job of guiding our shareholder group on how to sell our business. They handled all the little details, set up a process that gave us piece of mind that we were getting a fair price for our business and gave us no nonsense and honest answers to all our questions. We are extremely pleased to have hired the Redcap&Truss team.”
    TH Vac
    Tim Harris, majority shareholder of TH Vac
  • “We had a unique process where we almost sold to one group, realized it wasn’t the right party or time, continued to run our business and eventually sold to CEDA two years later.  The Redcap&Truss guys worked with us all through that time, continued to monitor the market and narrowed the list of potential buyers until we were satisfied that CEDA was the right fit. The guys took care of managing all the paper work and I was able to manage and continue to grow my business during the entire process.”
    Joe Loomis Trucking
    Joe Loomis, majority shareholder of Joe Loomis Trucking Ltd.

What We Do

Redcap&Truss provides business
owners a full range of transactional and advisory services including:

Selling your Business

You have invested your life into your business and now its time to harvest the rewards.  Our goal is to achieve an outcome that meets your corporate and family objectives.

Buying a Business

It’s time for growth. The question is how to make that happen sustainably and to your advantage. A successful acquisition requires significant strategic planning preparation, market insight and process expertise to navigate the many challenges that can arise in a competitive marketplace.

Business Advisory Services

In addition to providing buy and sell side advice, we also offer general business advice in areas such as market readiness, finance structuring, succession planning, business valuation, and more.

Transaction Experience

Get in touch with us

Share your business goals with us, and the let Redcap&Truss team of strategic business advisors help you get there. Tailored guidance for sustainable business growth; reach out to us today!