Boutique transaction advisory for the moments that matter.
Kairos was founded on a simple conviction: small and medium-sized business transactions deserve the same analytical rigor as institutional deals. The word kairos means the right moment — the opportune time. Our work helps clients act with clarity when that moment arrives.
- 19 years of M&A, valuation & capital experience
- Main street to mid-market transactions
- Practical, transaction-focused advisory
- Serving Canada and the United States
- 5-star client feedback
Led by Daniel Tan.
Mergers and acquisitions, valuation, capital, and business strategy experience applied to small and medium-sized business transactions.
- 19 years of transaction, valuation, capital, and business management experience
- Experience with small business and mid-market transactions
- Practical mergers and acquisitions perspective
- Active private company investment experience
Not just a valuation. A transaction lens.
Kairos applies the rigor of mergers and acquisitions thinking to every engagement — whether the client is preparing for sale, evaluating an acquisition, raising capital, or simply trying to understand what their business is actually worth.
Analyze
We normalize financials, isolate earning power, and stress-test the assumptions that drive value.
Contextualize
We connect valuation theory with market reality, transaction context, and buyer / seller expectations.
Optimize
Where appropriate, we identify opportunities to improve financial presentation, readiness, and outcome.
Who Kairos Helps.
Business Owners
Owners who need to understand value, prepare for a sale, improve transaction readiness, or make major strategic decisions.
Business Buyers
Acquirers evaluating a target, understanding financial quality, and avoiding expensive acquisition mistakes.
Business Sellers
Sellers seeking to maximize outcome, position their business correctly, and approach the market with clarity.
Professional Advisors
Accountants, lawyers, and brokers who need defensible valuation and transaction work under their own client relationship.
Clarity at critical business moments — when the decision matters most.
Start a Confidential Inquiry.
Tell us what you are working through. We will review your inquiry and respond directly.
All conversations begin in confidence. We do not publish a phone number — substantive matters deserve a substantive response, in writing.