Get the strategic advice and support you need to maximize your company's value and achieve your growth goals.
Success rate in preparing companies for exits
Reduction in time to secure funding
Our consulting firm has a proven track record of success. We have helped our clients achieve a 90%+ success rate in M&A/IPO readiness and a 30% faster capital raising process. We also have a track record of achieving higher valuations for our clients.
Develop winning strategies and roadmaps using proven frameworks from ex-McKinsey, Bain, and BCG partners consulting methodologies.
Transform strategies into actionable plans with best-in-class execution techniques and tools.
Drive measurable performance improvements through data-driven analysis and optimization.

A seasoned entrepreneur with a dynamic track record of building and operating successful businesses across multiple industries. Since starting his first venture at age 21, Marty has demonstrated exceptional versatility and business acumen through his involvement in 13 different companies spanning 7 diverse industries. He has worked with owners in over 78 different verticals.
Currently, Marty balances his professional endeavors with family life while pursuing his passion for speaking and writing on business and personal performance.
Over 20 years of hands-on experience scaling businesses across medical, paramedical, and construction industries.
Getting the owner out of the practice as the primary revenue generator. Adding people, driving more business, increasing the schedule and revenue of other practitioners while transitioning the owner into a management role.
Lead generation and increased appointment setting, broader and more effective marketing, capacity and utilization of every practitioner. In some cases, opening second and third locations — business planning, projections, capital raises, staffing, and organizational planning.
Helping trades and construction businesses grow through optimized bidding, streamlined operations, and government contract strategies. Clients have achieved up to 2x revenue growth and won 20–30% more government contracts through disciplined process improvements.
Supporting firms through business planning, projections, capital raises, and organizational planning as they expand from single operations to multi-site businesses.
As a Fractional COO specializing in trades and public sector operations, I provide hands-on scaling expertise to help SMB and Mainstreet business owners grow their companies, secure capital, and prepare for successful exits. With licenses as a commercial general contractor (SCGC #CLG.124310, NCGC #87779), government bidding specialist, and business coach, I've helped hundreds of contractors and trades businesses expand—including three of my own—achieving operational efficiency and revenue growth in competitive markets.
Professional Background
Rooted in a family plumbing business operated by my grandfather, father, and brother, I gained early insider knowledge of the trades industry, starting with childhood tasks like answering service calls. This foundation evolved into executive roles, including Sales and Marketing Executive at BellSouth/AT&T, where I honed strategies for market positioning and growth.
Key Achievements
Approach to Scaling
Trades and public sector firms often struggle with disorganization, inconsistent procedures, and reactive strategies, hindering growth and profitability. My solution: A disciplined framework emphasizing intentional strategy, procedures, communication, implementation, and documentation—aligned with our firm's proven methodologies. Strategy and discipline aren't confined to a standard workweek; they're a living art and mindset for long-term success. I always "have a plan and work the plan," using our AI-powered insights and performance tracking to drive measurable ROI, such as enhanced market positioning and higher valuations.
If you're a business owner in trades or public sector ready for strategic growth, let's connect to unlock your company's full potential.
As a Fractional CMO specializing in real estate development and consumer packaged goods, I deliver hands-on marketing expertise to help SMB owners scale operations, optimize market positioning, and prepare for successful exits. With over 50 years of executive experience, including founding and exiting SIX Real Estate Consulting (sold to Sotheby's International Realty Canada), I've guided hundreds of companies through transformative growth—from 20-unit builders to 300+ unit operations—while developing and marketing over $2 billion in real estate projects across Western Canada.
Professional Background
My foundation in strategic marketing began at General Foods and Johnson & Johnson, where I progressed from sales to Western Division Manager, mastering consumer behavior and market penetration strategies. This corporate grounding evolved into executive leadership roles, including Regional GM at Melcor Developments and Sales & Marketing Manager at Jayman Master Built, Calgary's largest homebuilder.
Key Achievements
• Scaled Melcor Developments' housing division from 20 to 100+ units annually over 6 years, implementing systematic marketing processes that drove 5x growth.
• Founded and built SIX Real Estate Consulting into Western Canada's premier project marketing firm, specializing in high-rise developments, master-planned communities, and resort properties before successful exit to Sotheby's.
• Developed strategic marketing frameworks for 500+ real estate projects, achieving average absorption rates 30% above market benchmarks.
• Structured and executed go-to-market strategies for multiple consumer brands, consistently delivering 2-3x ROI on marketing investments.
Approach to Scaling
Real estate developers and consumer product companies often struggle with fragmented marketing, unclear positioning, and reactive sales strategies that limit growth potential and valuation. My solution: A comprehensive framework integrating market research, strategic planning, creative services, and sales execution—aligned with our firm's proven exit-readiness methodologies. I transform marketing from a cost center into a strategic growth engine, using data-driven insights and performance tracking to drive measurable ROI. Having built and exited my own ventures, I understand the critical link between operational excellence, market positioning, and maximum exit value.
Industry Leadership
Former Board Member – Canadian Home Builders Association (Calgary Region)
Former Board Member – Calgary Home Builders Foundation
Licensed Real Estate Broker – Sotheby's International Realty Canada
Sessional Instructor – University of Calgary, Real Estate Marketing
If you're a business owner in real estate development or consumer products ready to scale strategically and maximize exit value, let's connect to unlock your company's full potential.
Professional Background
My foundation is operating, not consulting. Over 13 years I founded, scaled, and ran multiple ventures across hospitality, retail, and e-commerce, including four restaurants, a skincare brand, and a kids' apparel company. I launched my largest hospitality venture through the onset of the 2020 economic disruption, which sharpened my view on cash discipline, resilient operations, and the difference between businesses that survive a shock and businesses that get crushed by one. To deepen my understanding of structured sales and modern buyer psychology, I transitioned into high-ticket luxury sales at Mercedes-Benz, where I learned how disciplined process and consistency create premium client experiences. That blend of independent operator grit and structured corporate sales is the lens I bring to every capital and exit conversation.
Key Achievements
Approach to Capital and Exit Readiness
Most owners I talk with are running their business in a way that will not hold up to serious diligence. Systems that worked at $1M in revenue start breaking around the size that attracts real capital interest or a credible buyer. My work focuses on the specific levers that increase enterprise value before a transaction, while making the business easier on the owner who built it.
The areas I dig into:
Our comprehensive suite of enterprise-grade tools empowers your business with Fortune 500 capabilities.
Real-time data and insights for informed decision-making
Comprehensive competitive analysis and positioning
Access to premium research and industry insights
Proven frameworks for growth strategy execution
Sophisticated tools for performance projection
These integrated tools work together to provide enterprise-grade capabilities typically reserved for Fortune 500 companies.
Our AI analyzes over 847 different deal variables to provide you with a comprehensive understanding of your market and the potential success of your company.
Our AI provides real-time market comparables to help you understand your competitors and make informed decisions.
Our AI automates compliance checking to ensure your business is compliant with all applicable laws and regulations.
Our AI uses strategic match algorithms to identify the best partners for your business.
Gain clarity on your competitive landscape, market share, and potential for growth.
Identify untapped opportunities for expansion and innovation within your industry.
Analyze and prioritize potential strategies to achieve your desired outcomes.
Work with a seasoned consultant who brings deep industry knowledge and experience from top consulting firms.
Receive dedicated time with your consultant for focused discussions, analysis, and strategic planning.
Leverage our proven strategic planning frameworks and platforms to ensure clarity and alignment.
Implement robust project management systems to drive efficient execution and track progress.
Utilize industry-leading performance tracking dashboards to monitor key metrics and identify areas for improvement.
Empower your team with collaborative tools designed to enhance communication and foster synergy.
We set clear and measurable Key Performance Indicators (KPIs) aligned with your business goals. We track them meticulously, providing transparency and actionable insights.
We conduct regular progress reviews, analyzing data and identifying any areas that require adjustment. These reviews ensure we stay on track and optimize results.
We meticulously measure the Return on Investment (ROI) of our consulting services, demonstrating the tangible value we deliver to your business.
We go beyond simply delivering results; we validate the impact and effectiveness of our efforts, ensuring they align with your strategic objectives and desired outcomes.
Helped a Calgary Contractor scale revenue 300% in 18 months.
Helped a gas distribution company identified $5M in cost savings.
Helped lead a successful entry into 3 new markets.
Walk away with a concrete action plan tailored to your goals.
Discover hidden opportunities and competitive advantages.
Experience how our proven tools accelerate results.
Unlock your business's potential with a free, focused 60-minute consultation. Our experts will help you identify key opportunities, develop a customized roadmap, and demonstrate how our tools can drive your success. You'll leave with clear next steps to take your business to the next level.
We help construction firms streamline operations, boost project profitability, and scale with confidence—whether you’re managing commercial builds, residential projects, or specialty trades.
We work with professional services firms to develop and implement go-to-market strategies, improve operational efficiency, and enhance client satisfaction.
We help manufacturers optimize their operations, reduce costs, and improve product quality to achieve competitive advantage.
We work with healthcare providers to improve patient care, enhance operational efficiency, and navigate the complex regulatory landscape.
We believe that every company, regardless of size, deserves access to the highest quality consulting services. That's why we offer affordable capital and exit consulting, tailored to meet the unique needs of growing businesses.
We provide a comprehensive suite of services, including strategic assessment, performance tracking, and execution tools, all designed to help you get the capital you need or exit your company.
marty@capitalorexit.com

Successfully Position Your Company for Strategic Exits and Capital Raises