Ownership summary
A readable ownership chart through to the ultimate beneficial owners, including percentages and control relationships.
A seller can describe the company it has. Only the buyer can define the business it wants to build.
A complete buyer profile makes inventory discussions faster and exposes mismatches early.
View Current InventoryBefore selecting an opportunity, prepare a clear description of:
Route 1
Will the company contract with customers, receive or transmit funds, perform foreign exchange, deal in virtual currency, provide payment functionality, serve as a correspondent, or support another regulated entity? Document the functions, not merely the product name.
Route 2
Identify where the company, customers, counterparties, payers, and beneficiaries are located. A Canadian registration position does not supply authorization in every origin or destination country. Cross-border activity may require licensed or registered counterparties and suitable agreements elsewhere.
Route 3
Show who sends money, which account receives it, who controls or instructs the transfer, where conversion occurs, how settlement happens, and who pays the beneficiary. Include refunds, failed transactions, chargebacks, fees, and safeguarding where relevant.
Route 4
Decide whether you want a new company without prior customer transactions or will consider a previously operated entity. Determine whether you require a company already registered with FINTRAC and whether Bank of Canada registration under the RPAA is relevant to the intended model.
Route 5
Expect ownership, identity, source-of-funds, financial, sanctions, reputation, experience, and business-model questions from sellers, advisers, banks, and other providers. Complex or opaque structures can slow or prevent an acquisition and its implementation.
Route 6
List the people, policies, reporting systems, banking, payment rails, technology, contracts, cybersecurity, accounting, and operational controls required after the transaction. Assign owners, budgets, and dependencies.
A buyer who can explain its business clearly is easier to assess. Prepare the following before entering detailed discussions.
A readable ownership chart through to the ultimate beneficial owners, including percentages and control relationships.
Short biographies for the people who will direct, manage, and oversee compliance, with relevant payments, finance, technology, or risk experience.
Products, customer types, markets, distribution, pricing, projections, partners, and a realistic launch sequence.
A written and visual explanation covering transaction initiation, accounts, custody or control, FX, settlement, payout, fees, exceptions, and refunds.
Evidence explaining the origin of acquisition funds and the capital available for implementation and operations.
How the proposed business will address onboarding, identity verification, sanctions screening, transaction monitoring, reporting, recordkeeping, operational risk, safeguarding where applicable, cybersecurity, and complaints.
The acquisition plan covers due diligence, valuation, transaction documents, seller representations, regulatory sequencing, corporate changes, closing conditions, and handover.
The operating plan covers the actual services, compliance program, personnel, accounts, providers, technology, customer contracts, reporting, and launch controls.
A transaction can close without the buyer being ready to operate. Build both plans before assuming that ownership equals market readiness.
A company may have a bank account, payment provider, exchange account, software contract, or technical integration. The buyer should confirm:
Treat the relationship as an asset to be verified, not a guaranteed entitlement.
Much of an initial assessment may be handled remotely. The structure, corporate actions, verification, banking, regulatory, and operating requirements still depend on the buyer and transaction. Confirm the execution plan for the specific opportunity.
A Canadian registration position does not replace the requirements of other countries or the onboarding rules of banks and providers. Map every market and counterparty in the proposed flow.
Existing documentation may be included, but it must fit the buyer's activities, risks, ownership, systems, customers, and obligations. Determine what can be adopted and what must be revised.
Treat banking as its own workstream. Define the required accounts and flows, identify suitable institutions or providers, and prepare for their due diligence. The company purchase does not guarantee approval.
The current inventory page holds the available companies and the route for acquisition inquiries.
Prepare the company role, ownership, flow of funds, target markets, and operating requirements. Then review the Canadian MSBs currently available through Faisal Khan.
View Current InventoryThe inventory page is where you review companies and make an inquiry.