About Us
Meet our dynamic team and discover what sets us apart for the rest of the M&A industry.
Our Mission
We are a forward-thinking M&A firm dedicated to assisting Canadian business owners to achieve their growth and transition goals within the lower-middle market.
Values
Beyond Excellence
We deliver the best M&A experience in our industry and are committed to continuous improvement.
Transparency
We are a company built on transparency from the inside out, resulting in clear and honest communication for our clients, partners, and employees.
Freedom
We create meaningful connections with our clients to identify and achieve clear goals, ultimately unlocking freedom for all.
Joy
We find real joy both inside and outside of the workplace. Beyond OpnRoad, our team is passionate about the Great Outdoors in beautiful British Columbia.
M&A Designations
Scott Duke
MBA, CM&AA, CBI, CEPA, CAA
Founder & Lead Advisor
CBI DESIGNATION
Two-year designation program with the International Business Brokers Association to become a Certified Business Intermediary.
CM&AA DESIGNATION
10-day intensive with the Alliance of Mergers and Acquisitions Association to attain a Certified Mergers and Acquisition Advisor designation.
CEPA DESIGNATION
10-day intensive with the Exit Plan Institute to attain a Certified Exit Planning Advisor designation.
CVB DESIGNATION
Six-month designation program to become a Certified Value Builder created by the author of Built to Sell, John Warrillow.
CAA DESIGNATION
10-day intensive with Succession+ for certification in the use of the Capitaliz value enhancement tool – the most powerful software in the world for increasing the value of SME businesses.
MBA
2-year masters program from the Jack Welch Management Institute at Strayer University in Washington, DC
REAL ESTATE LICENSING
Over five years I obtained a Managing Broker License with trading services, strata management and property management through the RECBC.
2023 ACTIVE CERTIFICATIONS
Scott is actively pursuing the following designations over 2023:
- Certified Valuation Analyst (CVA) from National Association of Certified Valuators and Analysts
- Mergers & Acquisition Master Intermediary designation from the M&A Source
Scott and his team helped me successfully sell my business. From the initial phone call, valuation and sales process, Scott and his team were knowledgeable, professional and organized. Checklists, weekly calls and clear objectives made the process run smoothly and successfully. I hope to work with Scott again in the future.
The OpnRoad Team
Discover the people behind our firm, and the journeys that led us all to the mergers & acquisitions space.
Scott Duke
Founder & Lead Advisor
Scott has worked with hundreds of owners to help maximize the value of their businesses. Beyond leading our team at OpnRoad, he is responsible for the valuation, advisory, and negotiation for our M&A transactions.
More about Scott...
Scott is an active board member of the International Business Brokers Association ® and regularly educates 250+ Realtors through the British Columbia Real Estate Association ®. He also serves as the VP of Sales for Capitaliz – a fast-growing SaaS company servicing the global exit planning industry.
Some of Scott’s past experiences include:
- Purchased and scaled Revelstoke Property Services 10x with Eve Duke, and sold to a private equity firm in 2018
- Founded StokeFM radio station in 2011
- Served on Revelstoke City Council for 4 years
Outside of work, Scott enjoys a good surf trip down south and fresh power days in the alpine in Revelstoke, BC.
Sam Hinchey
Operations Manager
Sam is primarily responsible for the smooth operations of our M&A firm. She works effectively with our clients to gather financial and legal documentation while also managing OpnRoad’s day-to-day finance and administrative tasks.
More about Sam...
Sam unifies our team and ensures the highest level of customer service through her past experience as a Sales Consultant at Ford-Lincoln. She brings experience and skills from her past position as a Land Analyst working closely with confidential information and private companies in building long term relationships.
Some of Sam’s past experiences include:
- Diploma from NBCC in Medical Office Management & Administration
- In the industry of customer services for 17 years
- Sales consultant for 6 years in retail and automotive
Outside of work, Sam enjoys outdoor activities such as hiking, skiing, and camping. She works closely with a woman’s community to achieve health and wellness awareness.
Maxim B. Vidricaire
Marketing Director
Maxim uses a data-driven approach to our North American marketing funnel. He balances creative thinking with his extensive relationship management and financial analysis experience to drive value to both our M&A clients and our authentic OpnRoad brand.
More about Maxim...
Maxim understands the brands he works with because he understands people: both consumers and business owners. He brings years of relationship management experience in both financial and creative industries, having worked with global brands such as Google, Lululemon, Patagonia, and many more.
Some of Maxim’s past experiences include:
- 3 years of Senior Account Management experience at TD Bank’s National Real Estate Group
- Served 4+ years as Creative Director for an organic lavender farm in Quebec
- Completed an exchange program at Peking University in Beijing, China
Outside of work, Maxim enjoys a solid day of ski touring and shooting a fresh roll of 35mm film.
Matthew Fluet
Lead Analyst
Matthew is responsible for ensuring accurate and detailed market valuations for our clients. He takes ownership over our valuation models and works closely with our M&A advisory team.
More about Matthew...
Matthew recently graduated from SetonHill University located in Pennsylvania where he competed in high level lacrosse.
He completed a BS in Data Analytics and is currently working towards his MBA with a specialization in Business Analytics.
Abby Healy
Campaign Manager
Abby works within our partner company, Capitaliz, to run international campaigns for a fast-growing business succession and exit planning SaaS product.
More about Abby...
Full bio coming soon.
Leon Arcus
Deal Manager
Leon works directly with Scott and our clients to ensure that each deal is advancing according to schedule. Having practiced corporate law in New Zealand, his attention to detail and project management skills are of great value to our team.
Eve Duke
Owner Relations
Eve works closely with owners and stakeholders to clarify transitional goals. She specializes in team culture analysis and personality profiling workshops to improve staff retention, happiness, and productivity for our clients.
More about Eve...
As an organizational psychologist, Certified Coach Practitioner (CCF), 3x Founder with 2x successful business transitions, Eve works with leaders to better understand themselves, their personal goals, their culture, and the people they work with – especially for leaders who are looking to grow their business with the goal of selling it.
Some of Eve’s past experiences include:
- Purchased and scaled Revelstoke Property Services 10x with Scott, and sold to a private equity firm in 2018
- Founded Selkirk Performance – a boutique business advisory firm offering psychological profiling workshops, culture analysis and development, and 1-on-1 leadership coaching
- Established the Women’s Snowboard Federation in 2006
Randall Paolo Gratuito
Data Analyst
Randall works closely with the Marketing and Operations team to generate, filter, and securely manage our CRM database. He is extremely dilligent and helps ensure data accuracy across our organization.
More about Randall...
Full bio coming soon.
We’re Hiring
Social Media Coordinator
We are seeking a Social Media Coordinator to join our Marketing team.
Other
Authored Material
RECBC Business Brokerage 101
In 2019 I authored the business brokerage course for BC’s 30,000 Real Estate Agents and have now trained over 400 brokers on how to sell main street businesses through the two-day program.
Business Sale Accelerator
In 2020 I authored the Business Sale Accelerator and The Business Sale Navigator, two DIY programs for small and medium-sized business owners navigate the sale of their businesses on their own.
Self-Education
44 Day Challenge
In 2014 I purchased every book Amazon sells on business sales and spent 44 days in a row getting up a 4:00 am, reading a book, and filming a YouTube review of the content before heading to work. This was a personal challenge designed to fast-track education in the M&A space and can be viewed here – 44-Day Challenge Playlist
2CCX
Member of Russell Brunson’s the two comma club, a group of entrepreneurs dedicated to empowering small business growth through technology and education.
UpLevel Consulting
Member of Sam Oven’s consulting network, a group of business owners dedicated to improving the delivery of advisory and consulting services.
Founded Events, Content
YouTube
The Happy Dealmaker YouTube Channel and the Scale & Exit Club both dedicated to helping small business owners achieve successful sales and freedom.
SellaSmallBusiness.com
Built the largest repository of links to help company owners with a business transition.
Exit Plan Summit
Created the world’s largest online event for business sale experts sharing their knowledge directly with owners.
10x Live
Created an event for exit plan advisors and SME business owners held every September focused on value creation.