Succession Planning / Advisory Board Governance

Monashee can assist you in the establishment of a succession plan and an advisory board to ensure your family's interests are protected.

Succession Planning

Succession Planning

Often business owners are not prepared for the ultimate sale of their business. The focus is on improving and growing the business and a sale is 5 or 10 years away. That is fine however what happens if you become suddenly ill or have an accident? Is there a plan in place? It is prudent to prepare for such an occurrence because we cannot predict sudden events. Monashee can assist in the preparation of a succession plan roadmap to ensure there is a well planned guideline.

Board Governance

Monashee has advised private business owners on the establishment and ongoing function of Advisory Boards. The Advisory Board mandate, structure, advisor diversity, and agenda topics are key components that must be addressed. Advisory boards can be an important component of governance to ensure continuity in the event a business owner and/or other key management are unable to management the business as a result of illness or otherwise.


Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for the expertise and guidance that was provided. We felt that Kevin always had our interests at heart.

  Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia

I have worked with Kevin Budd on a number of M&A transactions over the past 20 years. He is a strong and trusted professional resource.

  Ted Koffman - Partner McCarthy Tetrault, Vancouver, BC

Monashee successfully structured the transaction to acquire the Canadian assets of Compower Systems Inc. to enable ATL to expand its service capabilities.

  Sam Wong - Former CFO, ATL, Vancouver, BC

We have worked with Monashee on a number of transactions and view the firm as a trusted resource.

  Steven Lukas - Partner, Harper Grey LLP

Kevin was an engaged and supportive Board member for our business since it was founded until it was sold to TC Transcontinental. 

  Marc Bray, President & CEO - Flexstar Packaging Inc., Richmond, BC

Kevin has been a supportive board member and advisor to Ryan Mortgage, Manchester Investments, and the Bluestripe Fund. Assets under management are near $600 million. In addition, Kevin is a trusted advisor to the AMUR Capital parent company. 

  Kurt Wipp, Chairman, AMUR Capital, Delta, British Columbia

We used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.

  Mark Schnarr, Former CEO, Alpha Technologies Ltd., Burnaby, British Columbia

Monashee advised us through our successful acquisition of Outback Power Systems and NavSemi Energy PTE, from the preparation of the LOIs through leading our due diligence process and negotiating the final agreements. Monashee provided structure and discipline during the acquisitions and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.

  Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State

The guidance provided by Monashee facilitated our ability to obtain appropriate shareholder financing and assisted our Board to improve corporate governance.

  Chris Giffin, Founder, 30 Forensics, Toronto, Ontario